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Invesco S&P MidCap 400 Revenue ETF

118 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

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)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

Holders
118
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
JPMorgan Chase & Co
41
JPMorgan Chase & Co
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