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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

80 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
31
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$11.1M
2
SWA
2
Stratos Wealth Advisors
Ohio
$4M
3
RJA
3
Raymond James & Associates
Florida
$5.74M
4
Wells Fargo
4
Wells Fargo
California
$16.3M
5
9WM
5
9258 Wealth Management
Ohio
$2.58M

Top Sellers

1
RW
1
RVW Wealth
California
$18.3M
2
LPL Financial
2
LPL Financial
California
$30.2M
3
EH
3
Equitable Holdings
New York
$314K
4
Morgan Stanley
4
Morgan Stanley
New York
$63.1M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KA
26
Klingman & Associates
New York
$1.17M 12,954 – –
SPC
27
Sigma Planning Corp
Michigan
$1.16M 12,834 +12,834 New
NA
28
NewEdge Advisors
Louisiana
$1.12M 12,407 -560 -4%
AA
29
Ancora Advisors
Ohio
$1.11M 12,211 +2,333 +24%
SCA
30
Snowden Capital Advisors
New York
$938K 10,347 -85 -0.8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$936K 10,333 +3,706 +56%
WWM
32
Western Wealth Management
Colorado
$910K 10,040 +3,633 +57%
VF
33
VitalStone Financial
Texas
$856K 9,047 +8,985 +14,492%
FTUS
34
Flow Traders U.S.
New York
$852K 9,404 +9,404 New
CA
35
Cetera Advisors
Colorado
$795K 8,773 +298 +4%
Truist Financial
36
Truist Financial
North Carolina
$774K 8,541 – –
MFGM
37
Marshall Financial Group (Maryland)
Maryland
$736K 8,127 +16 +0.2%
CA
38
Claro Advisors
Massachusetts
$644K 7,107 +17 +0.2%
Goldman Sachs
39
Goldman Sachs
New York
$644K 7,104 – –
SMC
40
Smith, Moore & Co
Missouri
$582K 6,424 -6 -0.1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$511K 5,634 +349 +7%
LA
42
Latitude Advisors
Florida
$510K 5,632 -187 -3%
NFG
43
Nations Financial Group
Iowa
$486K 5,362 -3,750 -41%
NL
44
NWAM LLC
Washington
$376K 4,144 +16 +0.4%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$358K 3,949 +5 +0.1%
CAN
46
Cetera Advisor Networks
California
$338K 3,724 +3,724 New
HighTower Advisors
47
HighTower Advisors
Illinois
$325K 3,585 – –
EH
48
Equitable Holdings
New York
$314K 3,469 -20,075 -85%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$307K 3,384 – –
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$281K 3,097 – –
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