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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

88 hedge funds and large institutions have $332M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
39
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$14.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$50.9M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
FA
4
Fermata Advisors
California
$5.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.8M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$832K
3
9WM
3
9258 Wealth Management
Ohio
$483K
4
GS
4
GTS Securities
New York
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.07M 22,026 +9,584 +77%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.61M 17,194 -3,688 -18%
SPC
28
Sigma Planning Corp
Michigan
$1.34M 14,265 +534 +4%
FFS
29
Founders Financial Securities
Maryland
$1.28M 13,605 +3,203 +31%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.25M 13,279 +6 +0%
KA
31
Klingman & Associates
New York
$1.22M 12,954 -740 -5%
AA
32
Ancora Advisors
Ohio
$1.14M 12,191 -24 -0.2%
WWM
33
Western Wealth Management
Colorado
$1.14M 12,154 +1,462 +14%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.11M 11,806 +693 +6%
AI
35
Atria Investments
North Carolina
$1.1M 11,701 -856 -7%
SCA
36
Snowden Capital Advisors
New York
$1M 10,663 – –
NA
37
NewEdge Advisors
Louisiana
$987K 10,524 -71 -0.7%
NL
38
NWAM LLC
Washington
$952K 10,146 -346 -3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$832K 8,863 -7,337 -45%
Truist Financial
40
Truist Financial
North Carolina
$801K 8,541 – –
IWC
41
Integrated Wealth Concepts
Massachusetts
$765K 8,157 +5,072 +164%
CA
42
Cetera Advisors
Colorado
$763K 8,128 -732 -8%
MFGM
43
Marshall Financial Group (Maryland)
Maryland
$701K 7,475 -669 -8%
CA
44
Claro Advisors
Massachusetts
$670K 7,139 +14 +0.2%
Goldman Sachs
45
Goldman Sachs
New York
$667K 7,104 – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$666K 7,095 +3,635 +105%
SMC
47
Smith, Moore & Co
Missouri
$613K 6,534 +90 +1%
LA
48
Latitude Advisors
Florida
$524K 5,581 -70 -1%
FTUS
49
Flow Traders U.S.
New York
$488K 5,201 +5,201 New
9WM
50
9258 Wealth Management
Ohio
$483K 5,147 -5,037 -49%
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