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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

70 hedge funds and large institutions have $194M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
20
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.5M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$5.28M
3
FFW
3
Fusion Family Wealth
New York
$34.4M
4
Ameriprise
4
Ameriprise
Minnesota
$4.49M
5
LPL Financial
5
LPL Financial
California
$20.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.32M
2
WA
2
Win Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$30.4M
4
C
4
CEDRUS
Colorado
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCG
51
Matrix Private Capital Group
New York
$129K – – –
HI
52
Hudock Inc
Pennsylvania
$100K +$310 +4 +0.3%
SPIA
53
Steward Partners Investment Advisory
New York
$97K -$23.8K -305 -20%
LC
54
Lindbrook Capital
California
$70K – – –
GWM
55
Geneos Wealth Management
Colorado
$67K – – –
HI
56
Harbour Investments
Wisconsin
$60K +$60K +763 New
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$54K +$6.08K +78 +13%
HPC
58
HM Payson & Co
Maine
$48K – – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$47K -$25.4K -325 -35%
SWM
60
Spire Wealth Management
Virginia
$32K -$60.6K -782 -65%
US Bancorp
61
US Bancorp
Minnesota
$30K -$1.24K -16 -4%
KTC
62
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$20K – – –
GI
64
Gradient Investments
Minnesota
$20K – – –
OCM
65
Orion Capital Management
California
$14K – – –
TFA
66
Transamerica Financial Advisors
Florida
$13K +$13K +157 New
PA
67
Parallel Advisors
California
$6K – – –
KFP
68
KB Financial Partners
New Jersey
$2K -$144K -1,588 -99%
MCC
69
Money Concepts Capital
Florida
$2K -$63.4K -793 -97%
RA
70
Rise Advisors
New York
$2K -$870 -10 -30%
WA
71
Win Advisors
Florida
– -$2.44M -26,497 Closed
C
72
CEDRUS
Colorado
– -$1.88M -20,446 Closed
GM
73
GeoWealth Management
Illinois
– -$1.16M -12,579 Closed
NWMG
74
National Wealth Management Group
Ohio
– -$280K -3,043 Closed
IA
75
IAM Advisory
Pennsylvania
– -$259K -2,809 Closed
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