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Invesco S&P MidCap 400 Revenue ETF

68 hedge funds and large institutions have $226M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 6468 (+4)

1.73% more ownership

Funds ownership: 58.57%60.31% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

6% less capital invested

Capital invested by funds: $240M → $226M (-$13.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
21
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$131K +$70.6K +795 +112%
SWM
52
Spire Wealth Management
Virginia
$112K -$2.27M -25,546 -95%
HI
53
Hudock Inc
Pennsylvania
$111K +$355 +4 +0.3%
AP
54
Advisors Preferred
Maryland
$75K -$56.9K -641 -43%
GWM
55
Geneos Wealth Management
Colorado
$75K
US Bancorp
56
US Bancorp
Minnesota
$65K
JP Morgan Chase
57
JP Morgan Chase
New York
$54K
HPC
58
HM Payson & Co
Maine
$53K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$52K -$89 -1 -0.2%
MAM
60
Meeder Asset Management
Ohio
$38K
KTC
61
Kistler-Tiffany Companies
Pennsylvania
$31K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$25K +$25.4K +286 New
OCM
63
Orion Capital Management
California
$15K +$15.4K +173 New
BFEC
64
Benjamin F. Edwards & Company
Missouri
$9K
CFA
65
Carroll Financial Associates
North Carolina
$8K
IF
66
Ironwood Financial
Arizona
$8K
CAAS
67
Capital Asset Advisory Services
Michigan
$6K +$89 +1 +1%
PA
68
Parallel Advisors
California
$2K
PS
69
Portfolio Strategies
New York
-$13.4M -151,185 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$630K -7,120 Closed
SPC
71
Sigma Planning Corp
Michigan
-$475K -5,370 Closed
FAIM
72
Financial Advocates Investment Management
Washington
-$342K -3,862 Closed