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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

120 hedge funds and large institutions have $598M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
24
Increased
45
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.6M
3
SF
3
Seros Financial
Arizona
$7.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
IAG
5
Ipsen Advisor Group
Arkansas
$4.75M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$13.2M
2
RW
2
RVW Wealth
California
$16.7M
3
GS
3
GTS Securities
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$3.18M 26,367 +1,598 +6%
GIA
27
GHP Investment Advisors
Colorado
$3.12M 26,871 -549 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.11M 26,793 +2,952 +12%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.07M 26,435 +365 +1%
FCMA
30
Foresight Capital Management Advisors
Michigan
$3.05M 26,247 -1,145 -4%
ACP
31
Aveo Capital Partners
Colorado
$2.94M 25,309 -1,936 -7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.78M 23,920 -755 -3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.45M 21,072 -1,113 -5%
SPC
34
Sigma Planning Corp
Michigan
$2.35M 20,211 +903 +5%
AFP
35
Ausdal Financial Partners
Iowa
$2.33M 20,062 +2,307 +13%
NL
36
NWAM LLC
Washington
$2.24M 19,232 +528 +3%
IRC
37
Investors Research Corp
Georgia
$2.08M 17,911 -123 -0.7%
Truist Financial
38
Truist Financial
North Carolina
$1.98M 17,022 -127 -0.7%
WWM
39
Western Wealth Management
Colorado
$1.76M 15,164 +752 +5%
VFPW
40
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.67M 14,391 +4,450 +45%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.65M 14,218 +11 +0.1%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$1.51M 12,990 +7,807 +151%
KA
43
Klingman & Associates
New York
$1.51M 12,954 – –
AA
44
Ancora Advisors
Ohio
$1.47M 12,683 -1,236 -9%
TFS
45
Thoroughbred Financial Services
Tennessee
$1.37M 11,751 +476 +4%
NA
46
NewEdge Advisors
Louisiana
$1.28M 11,031 -322 -3%
GWM
47
Geneos Wealth Management
Colorado
$1.24M 10,700 +2,343 +28%
SCA
48
Snowden Capital Advisors
New York
$1.11M 9,533 – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.1M 9,495 +5,574 +142%
WA
50
Waverly Advisors
Alabama
$1.08M 9,251 +9,251 New
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