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Invesco S&P MidCap 400 Revenue ETF

119 hedge funds and large institutions have $539M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$2.92M
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.81M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.54M
NL
29
NWAM LLC
Washington
$2.51M
SPC
30
Sigma Planning Corp
Michigan
$2.28M
GWM
31
Geneos Wealth Management
Colorado
$2.25M
VFPW
32
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.14M
Truist Financial
33
Truist Financial
North Carolina
$1.98M
IRC
34
Investors Research Corp
Georgia
$1.89M
WWM
35
Western Wealth Management
Colorado
$1.79M
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.67M
KA
37
Klingman & Associates
New York
$1.51M
NA
38
NewEdge Advisors
Louisiana
$1.39M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.37M
TFS
40
Thoroughbred Financial Services
Tennessee
$1.28M
JP Morgan Chase
41
JP Morgan Chase
New York
$1.24M
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M
AA
43
Ancora Advisors
Ohio
$1.18M
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.17M
WA
45
Waverly Advisors
Alabama
$1.16M
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.08M
Stifel Financial
47
Stifel Financial
Missouri
$1.07M
SCA
48
Snowden Capital Advisors
New York
$1.05M
US Bancorp
49
US Bancorp
Minnesota
$967K
KAS
50
Kestra Advisory Services
Texas
$911K