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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

102 hedge funds and large institutions have $468M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
36
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
LPL Financial
2
LPL Financial
California
$53M
3
Wells Fargo
3
Wells Fargo
California
$34.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$4.11M
5
GS
5
GTS Securities
New York
$2.92M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M
2
GM
2
GeoWealth Management
Illinois
$0
3
PAG
3
Private Advisory Group
Washington
$0
4
RW
4
RVW Wealth
California
$18.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.42M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.32M 22,072 +13,915 +171%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.92M 18,231 -3,795 -17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.8M 17,117 +10,022 +141%
AA
29
AlphaQ Advisors
Florida
$1.74M 16,571 +16,571 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.52M 14,501 -2,693 -16%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.43M 13,584 +305 +2%
KA
32
Klingman & Associates
New York
$1.36M 12,954 – –
WWM
33
Western Wealth Management
Colorado
$1.35M 12,846 +692 +6%
AA
34
Ancora Advisors
Ohio
$1.28M 12,194 +3 +0%
AI
35
Atria Investments
North Carolina
$1.21M 11,529 -172 -1%
NL
36
NWAM LLC
Washington
$1.16M 11,047 +901 +9%
SCA
37
Snowden Capital Advisors
New York
$1.12M 10,663 – –
NA
38
NewEdge Advisors
Louisiana
$1.07M 10,367 -157 -1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.07M 10,186 -1,620 -14%
TFS
40
Thoroughbred Financial Services
Tennessee
$1M 9,544 +9,544 New
FFS
41
Founders Financial Securities
Maryland
$987K 9,396 -4,209 -31%
Truist Financial
42
Truist Financial
North Carolina
$897K 8,541 – –
Stifel Financial
43
Stifel Financial
Missouri
$837K 7,965 +7,965 New
MFGM
44
Marshall Financial Group (Maryland)
Maryland
$788K 7,506 +31 +0.4%
CA
45
Claro Advisors
Massachusetts
$751K 7,155 +16 +0.2%
Goldman Sachs
46
Goldman Sachs
New York
$746K 7,104 – –
CAN
47
Cetera Advisor Networks
California
$700K 6,664 +6,664 New
SMC
48
Smith, Moore & Co
Missouri
$688K 6,551 +17 +0.3%
SPC
49
Sigma Planning Corp
Michigan
$663K 6,308 -7,957 -56%
LA
50
Latitude Advisors
Florida
$588K 5,596 +15 +0.3%
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