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Invesco S&P MidCap 400 Revenue ETF

138 hedge funds and large institutions have $769M invested in Invesco S&P MidCap 400 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 127138 (+11)

6% more capital invested

Capital invested by funds: $725M → $769M (+$43.5M)

0.38% more ownership

Funds ownership: 69.18%69.57% (+0.38%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
56
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.85M -$2.64M -20,010 -40%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$3.56M +$1.95M +14,802 +114%
SA
28
Sanctuary Advisors
Indiana
$3.55M +$38K +288 +1%
AFP
29
Ausdal Financial Partners
Iowa
$3.48M +$3.83K +29 +0.1%
GIA
30
GHP Investment Advisors
Colorado
$3.18M -$28.6K -217 -0.9%
PWM
31
Perigon Wealth Management
California
$3.17M +$151K +1,147 +5%
KAS
32
Kestra Advisory Services
Texas
$2.96M +$661K +5,005 +28%
PWA
33
Perspective Wealth Advisors
Colorado
$2.69M +$181K +1,369 +7%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$2.57M +$2.64M +20,000 New
GWM
35
Geneos Wealth Management
Colorado
$2.31M -$178K -1,346 -7%
WWM
36
Western Wealth Management
Colorado
$2.23M +$229K +1,732 +11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.14M +$450K +3,406 +26%
Truist Financial
38
Truist Financial
North Carolina
$2.06M -$35.9K -272 -2%
SPC
39
Sigma Planning Corp
Michigan
$1.95M -$97.4K -738 -5%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.85M +$5.54K +42 +0.3%
KA
41
Klingman & Associates
New York
$1.66M
TFS
42
Thoroughbred Financial Services
Tennessee
$1.62M +$30.1K +228 +2%
WA
43
Waverly Advisors
Alabama
$1.58M +$152K +1,152 +10%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.44M +$195K +1,474 +15%
JDLA
45
J. Derek Lewis & Associates
California
$1.41M +$60.2K +456 +4%
IWC
46
Integrated Wealth Concepts
Massachusetts
$1.32M +$26.1K +198 +2%
AA
47
Ancora Advisors
Ohio
$1.28M -$3.04K -23 -0.2%
Stifel Financial
48
Stifel Financial
Missouri
$1.2M +$10.3K +78 +0.8%
SCA
49
Snowden Capital Advisors
New York
$1.17M +$132 +1 +0%
GS
50
GTS Securities
New York
$1.12M +$473K +3,583 +70%