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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

117 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, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
42
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$1.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.76M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.48M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.36M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$6.99M
2
Wells Fargo
Wells Fargo
California
-$6.29M
3
PA
Prism Advisors
California
-$5.48M
4
LPL Financial
LPL Financial
California
-$3.88M
5
PAG
Private Advisor Group
New Jersey
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$2.92M -$134K -1,143 -4%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.81M -$79K -676 -3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.54M +$40.4K +346 +2%
NL
29
NWAM LLC
Washington
$2.51M +$15K +124 +0.6%
SPC
30
Sigma Planning Corp
Michigan
$2.28M -$97.6K -835 -4%
GWM
31
Geneos Wealth Management
Colorado
$2.25M -$1.33M -11,416 -37%
VFPW
32
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.14M +$190K +1,628 +10%
Truist Financial
33
Truist Financial
North Carolina
$1.98M -$18.1K -155 -0.9%
IRC
34
Investors Research Corp
Georgia
$1.89M -$13.9K -119 -0.7%
WWM
35
Western Wealth Management
Colorado
$1.79M +$21.4K +183 +1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.67M +$6.2K +53 +0.4%
KA
37
Klingman & Associates
New York
$1.51M – – –
NA
38
NewEdge Advisors
Louisiana
$1.39M +$159K +1,359 +13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.37M +$22K +188 +2%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.28M -$169K -1,447 -12%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.24M +$155K +1,327 +14%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$218K +1,862 +22%
AA
43
Ancora Advisors
Ohio
$1.18M -$131K -1,121 -10%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.17M +$1.17M +10,000 New
WA
45
Waverly Advisors
Alabama
$1.16M +$28.4K +243 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.08M -$109K -929 -9%
Stifel Financial
47
Stifel Financial
Missouri
$1.07M +$12.9K +110 +1%
SCA
48
Snowden Capital Advisors
New York
$1.05M -$117 -1 -0%
US Bancorp
49
US Bancorp
Minnesota
$967K +$46.8K +400 +5%
KAS
50
Kestra Advisory Services
Texas
$911K +$101K +868 +13%
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