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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

85 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
31
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aveo Capital Partners
Colorado
$3.39M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$11.7M
3
ES
3
Eagle Strategies
New York
$2.67M
4
Wells Fargo
4
Wells Fargo
California
$19.9M
5
LPL Financial
5
LPL Financial
California
$33.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$15.8M
3
FA
3
Fermata Advisors
California
$0
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$411K
5
9WM
5
9258 Wealth Management
Ohio
$978K
Name Market Value Shares Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$343K 3,573 +104 +3%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$332K 3,460 +3,460 New
Fiera Capital (Canada)
53
Fiera Capital (Canada)
Quebec, Canada
$325K 3,384 – –
CBFP
54
Cedar Brook Financial Partners
Ohio
$316K 3,289 +3,289 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$296K 3,085 +3,085 New
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$294K 3,056 -41 -1%
SPIA
57
Steward Partners Investment Advisory
New York
$278K 2,890 -84 -3%
GWM
58
Geneos Wealth Management
Colorado
$270K 2,806 +141 +5%
DAS
59
Dynamic Advisor Solutions
Arizona
$269K 2,799 +2,799 New
FAM
60
Flaharty Asset Management
Florida
$258K 2,685 +9 +0.3%
BC
61
Bowman & Company
Wisconsin
$245K 2,546 +8 +0.3%
SB
62
Strategic Blueprint
Georgia
$239K 2,483 – –
LNC
63
Lincoln National Corp
Pennsylvania
$232K 2,417 +2,417 New
PCM
64
Parsons Capital Management
Rhode Island
$209K 2,175 +2,175 New
BFW
65
Brady Family Wealth
Missouri
$206K 2,145 +2,145 New
PTC
66
Private Trust Company
Ohio
$200K 2,080 – –
TAIM
67
TD Ameritrade Investment Management
Nebraska
$195K 2,025 -494 -20%
FFC
68
First Financial Corp
Indiana
$191K 1,988 – –
MPCG
69
Matrix Private Capital Group
New York
$159K 1,653 – –
US Bancorp
70
US Bancorp
Minnesota
$139K 1,445 +480 +50%
LC
71
Lindbrook Capital
California
$86.5K 900 – –
HI
72
Harbour Investments
Wisconsin
$82.8K 862 +3 +0.3%
SF
73
Safeguard Financial
Wisconsin
$76K 800 +800 New
GRP
74
Global Retirement Partners
California
$75.2K 783 +1 +0.1%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$59.1K 615 – –
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