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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

105 hedge funds and large institutions have $496M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
50
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Ameriprise
2
Ameriprise
Minnesota
$13.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.55M
4
PAG
4
Private Advisory Group
Washington
$5.32M
5
ES
5
Eagle Strategies
New York
$4.22M

Top Sellers

1
FA
1
Fermata Advisors
California
$379K
2
AA
2
AlphaQ Advisors
Florida
$0
3
NL
3
NWAM LLC
Washington
$0
4
SL
4
Systelligence LLC
Minnesota
$14.3M
5
RW
5
RVW Wealth
California
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
26
Aveo Capital Partners
Colorado
$2.79M 25,425 +492 +2%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.77M 25,222 +518 +2%
PWM
28
Perigon Wealth Management
California
$2.69M 24,486 +24,486 New
MML Investors Services
29
MML Investors Services
Massachusetts
$2.58M 23,510 +1,461 +7%
IRC
30
Investors Research Corp
Georgia
$2.52M 22,958 -4,854 -17%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.51M 22,858 +8,080 +55%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.22M 20,250 +841 +4%
SPC
33
Sigma Planning Corp
Michigan
$2.09M 19,061 -650 -3%
Truist Financial
34
Truist Financial
North Carolina
$1.9M 17,270 +5,829 +51%
FCMA
35
Foresight Capital Management Advisors
Michigan
$1.73M 15,727 +5,338 +51%
AA
36
Ancora Advisors
Ohio
$1.53M 13,916 -583 -4%
WWM
37
Western Wealth Management
Colorado
$1.5M 13,694 +548 +4%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.5M 13,658 +38 +0.3%
KA
39
Klingman & Associates
New York
$1.42M 12,954 – –
NA
40
NewEdge Advisors
Louisiana
$1.21M 10,996 +558 +5%
TFS
41
Thoroughbred Financial Services
Tennessee
$1.2M 10,960 +3,045 +38%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.2M 10,888 +10,888 New
AFP
43
Ausdal Financial Partners
Iowa
$1.13M 10,323 +10,323 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.11M 10,143 -2,035 -17%
SCA
45
Snowden Capital Advisors
New York
$1.06M 9,629 -662 -6%
9WM
46
9258 Wealth Management
Ohio
$1.02M 9,303 +1,230 +15%
GS
47
GTS Securities
New York
$950K 8,654 +5,362 +163%
GWM
48
Geneos Wealth Management
Colorado
$892K 8,125 +3,447 +74%
AI
49
Atria Investments
North Carolina
$891K 8,112 +8,112 New
Stifel Financial
50
Stifel Financial
Missouri
$881K 8,022 +204 +3%
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