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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

88 hedge funds and large institutions have $332M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
39
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$14.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$50.9M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
FA
4
Fermata Advisors
California
$5.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.8M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$832K
3
9WM
3
9258 Wealth Management
Ohio
$483K
4
GS
4
GTS Securities
New York
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Nations Financial Group
Iowa
$475K 5,062 -300 -6%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$403K 4,296 -1,075 -20%
Comerica Bank
53
Comerica Bank
Texas
$364K 3,875 +3,875 New
EH
54
Equitable Holdings
New York
$354K 3,776 +203 +6%
HighTower Advisors
55
HighTower Advisors
Illinois
$336K 3,585 – –
DAS
56
Dynamic Advisor Solutions
Arizona
$323K 3,439 +640 +23%
CBFP
57
Cedar Brook Financial Partners
Ohio
$321K 3,421 +132 +4%
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$318K 3,388 -364 -10%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$318K 3,384 – –
GWM
60
Geneos Wealth Management
Colorado
$316K 3,369 +563 +20%
SPIA
61
Steward Partners Investment Advisory
New York
$312K 3,322 +432 +15%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$306K 3,263 +3,263 New
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$287K 3,056 – –
FAM
64
Flaharty Asset Management
Florida
$253K 2,692 +7 +0.3%
BC
65
Bowman & Company
Wisconsin
$239K 2,550 +4 +0.2%
OIA
66
OneDigital Investment Advisors
Kansas
$234K 2,491 +2,491 New
LNC
67
Lincoln National Corp
Pennsylvania
$227K 2,423 +6 +0.2%
PCM
68
Parsons Capital Management
Rhode Island
$204K 2,175 – –
SB
69
Strategic Blueprint
Georgia
$202K 2,157 -326 -13%
BFW
70
Brady Family Wealth
Missouri
$201K 2,145 – –
PTC
71
Private Trust Company
Ohio
$195K 2,080 – –
FFC
72
First Financial Corp
Indiana
$187K 1,988 – –
MPCG
73
Matrix Private Capital Group
New York
$155K 1,653 – –
US Bancorp
74
US Bancorp
Minnesota
$135K 1,440 -5 -0.3%
PA
75
Parallel Advisors
California
$95.5K 1,018 +568 +126%
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