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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

80 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
31
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$11.1M
2
SWA
2
Stratos Wealth Advisors
Ohio
$4M
3
RJA
3
Raymond James & Associates
Florida
$5.74M
4
Wells Fargo
4
Wells Fargo
California
$16.3M
5
9WM
5
9258 Wealth Management
Ohio
$2.58M

Top Sellers

1
RW
1
RVW Wealth
California
$18.3M
2
LPL Financial
2
LPL Financial
California
$30.2M
3
EH
3
Equitable Holdings
New York
$314K
4
Morgan Stanley
4
Morgan Stanley
New York
$63.1M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$269K 2,974 +1,599 +116%
FAM
52
Flaharty Asset Management
Florida
$243K 2,676 +8 +0.3%
GWM
53
Geneos Wealth Management
Colorado
$242K 2,665 +940 +54%
BC
54
Bowman & Company
Wisconsin
$230K 2,538 +7 +0.3%
TAIM
55
TD Ameritrade Investment Management
Nebraska
$228K 2,519 -492 -16%
SB
56
Strategic Blueprint
Georgia
$225K 2,483 -123 -5%
BWP
57
Balboa Wealth Partners
Arizona
$207K 2,282 -5,118 -69%
Stifel Financial
58
Stifel Financial
Missouri
$205K 2,257 +2,257 New
PTC
59
Private Trust Company
Ohio
$188K 2,080 – –
FFC
60
First Financial Corp
Indiana
$180K 1,988 – –
MPCG
61
Matrix Private Capital Group
New York
$150K 1,653 – –
US Bancorp
62
US Bancorp
Minnesota
$87.4K 965 -151 -14%
LC
63
Lindbrook Capital
California
$81.6K 900 – –
HI
64
Harbour Investments
Wisconsin
$77.8K 859 +3 +0.4%
GRP
65
Global Retirement Partners
California
$68K 782 +440 +129%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$56K 615 – –
PA
67
Parallel Advisors
California
$43.4K 479 -43 -8%
HPC
68
HM Payson & Co
Maine
$37.2K 410 – –
KTC
69
Kistler-Tiffany Companies
Pennsylvania
$31.7K 350 – –
SWM
70
Spire Wealth Management
Virginia
$28.1K 310 +95 +44%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$23K 250 – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$22.4K 247 +1 +0.4%
OCM
73
Orion Capital Management
California
$15.7K 173 – –
TFA
74
Transamerica Financial Advisors
Florida
$15K 157 – –
NA
75
Nordwand Advisors
Pennsylvania
$12.9K 142 +142 New
1 2
3
4