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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

116 hedge funds and large institutions have $519M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
10
Increased
51
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$67.9M
2
GWM
Geneos Wealth Management
Colorado
$3.31M
3
FFW
Fusion Family Wealth
New York
$56.4M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.2M
5
Ameriprise
Ameriprise
Minnesota
$17.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$91.2M
2
SL
Systelligence LLC
Minnesota
$0
3
SF
Seros Financial
Arizona
$0
4
SWA
Stratos Wealth Advisors
Ohio
$425K
5
AC
Anson Capital
Georgia
$751K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$2.81M +$1.41M +13,110 +101%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.77M -$117K -1,088 -4%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.66M -$187K -1,733 -7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.36M -$225K -2,083 -9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.3M +$29.8K +276 +1%
NL
31
NWAM LLC
Washington
$2.22M +$148K +1,368 +7%
SPC
32
Sigma Planning Corp
Michigan
$2.2M +$18K +167 +0.8%
Truist Financial
33
Truist Financial
North Carolina
$1.85M +$12.1K +112 +0.7%
VFPW
34
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.8M +$245K +2,272 +16%
IRC
35
Investors Research Corp
Georgia
$1.76M -$176K -1,636 -9%
WWM
36
Western Wealth Management
Colorado
$1.63M -$5.93K -55 -0.4%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.54M +$5.07K +47 +0.3%
KA
38
Klingman & Associates
New York
$1.4M – – –
TFS
39
Thoroughbred Financial Services
Tennessee
$1.34M +$70.6K +655 +6%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.25M +$553K +5,125 +80%
AA
41
Ancora Advisors
Ohio
$1.21M -$159K -1,474 -12%
NA
42
NewEdge Advisors
Louisiana
$1.14M -$51.9K -481 -4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.09M +$202K +1,871 +23%
GS
44
GTS Securities
New York
$1.06M +$1.06M +9,833 New
Jane Street
45
Jane Street
New York
$1.06M +$852K +7,901 +418%
WA
46
Waverly Advisors
Alabama
$1.04M +$45.3K +420 +5%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1M -$20.6K -191 -2%
Stifel Financial
48
Stifel Financial
Missouri
$972K +$53.6K +497 +6%
SCA
49
Snowden Capital Advisors
New York
$970K -$58.1K -539 -6%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$900K +$61.5K +570 +7%
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