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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

85 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
31
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aveo Capital Partners
Colorado
$3.39M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$11.7M
3
ES
3
Eagle Strategies
New York
$2.67M
4
Wells Fargo
4
Wells Fargo
California
$19.9M
5
LPL Financial
5
LPL Financial
California
$33.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$15.8M
3
FA
3
Fermata Advisors
California
$0
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$411K
5
9WM
5
9258 Wealth Management
Ohio
$978K
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.28M 13,273 +19 +0.1%
AI
27
Atria Investments
North Carolina
$1.21M 12,557 +12,557 New
MML Investors Services
28
MML Investors Services
Massachusetts
$1.2M 12,442 -8,750 -41%
AA
29
Ancora Advisors
Ohio
$1.17M 12,215 +4 +0%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.07M 11,113 +780 +8%
WWM
31
Western Wealth Management
Colorado
$1.03M 10,692 +652 +6%
SCA
32
Snowden Capital Advisors
New York
$1.02M 10,663 +316 +3%
NA
33
NewEdge Advisors
Louisiana
$1.02M 10,595 -1,812 -15%
NL
34
NWAM LLC
Washington
$1.01M 10,492 +6,348 +153%
FFS
35
Founders Financial Securities
Maryland
$999K 10,402 +10,402 New
9WM
36
9258 Wealth Management
Ohio
$978K 10,184 -18,341 -64%
CA
37
Cetera Advisors
Colorado
$851K 8,860 +87 +1%
Truist Financial
38
Truist Financial
North Carolina
$820K 8,541 – –
MFGM
39
Marshall Financial Group (Maryland)
Maryland
$782K 8,144 +17 +0.2%
AWS
40
Atria Wealth Solutions
New York
$694K 7,221 +7,221 New
CA
41
Claro Advisors
Massachusetts
$684K 7,125 +18 +0.3%
Goldman Sachs
42
Goldman Sachs
New York
$682K 7,104 – –
SMC
43
Smith, Moore & Co
Missouri
$619K 6,444 +20 +0.3%
LA
44
Latitude Advisors
Florida
$543K 5,651 +19 +0.3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$516K 5,371 -263 -5%
NFG
46
Nations Financial Group
Iowa
$515K 5,362 – –
GS
47
GTS Securities
New York
$453K 4,714 +4,714 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$411K 4,283 -18,369 -81%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$360K 3,752 -197 -5%
HighTower Advisors
50
HighTower Advisors
Illinois
$345K 3,585 – –
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