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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

102 hedge funds and large institutions have $468M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
36
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
LPL Financial
2
LPL Financial
California
$53M
3
Wells Fargo
3
Wells Fargo
California
$34.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$4.11M
5
GS
5
GTS Securities
New York
$2.92M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M
2
GM
2
GeoWealth Management
Illinois
$0
3
PAG
3
Private Advisory Group
Washington
$0
4
RW
4
RVW Wealth
California
$18.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.42M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$582K 5,541 -2,587 -32%
Two Sigma Investments
52
Two Sigma Investments
New York
$546K 5,200 +5,200 New
NFG
53
Nations Financial Group
Iowa
$532K 5,062 – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$515K 4,904 +608 +14%
GWM
55
Geneos Wealth Management
Colorado
$498K 4,737 +1,368 +41%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$485K 4,617 +1,229 +36%
AAS
57
Avantax Advisory Services
Texas
$477K 4,544 +4,544 New
CBFP
58
Cedar Brook Financial Partners
Ohio
$470K 4,581 +1,160 +34%
EH
59
Equitable Holdings
New York
$392K 3,730 -46 -1%
DAS
60
Dynamic Advisor Solutions
Arizona
$384K 3,752 +313 +9%
HighTower Advisors
61
HighTower Advisors
Illinois
$376K 3,585 – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$375K 3,568 +2,953 +480%
SPIA
63
Steward Partners Investment Advisory
New York
$367K 3,498 +176 +5%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$355K 3,384 – –
9WM
65
9258 Wealth Management
Ohio
$343K 3,270 -1,877 -36%
Comerica Bank
66
Comerica Bank
Texas
$338K 3,220 -655 -17%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$336K 3,195 -68 -2%
AC
68
Avestar Capital
New York
$318K 3,023 +3,023 New
FAM
69
Flaharty Asset Management
Florida
$284K 2,700 +8 +0.3%
BC
70
Bowman & Company
Wisconsin
$262K 2,493 -57 -2%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$261K 2,481 -6,382 -72%
LNC
72
Lincoln National Corp
Pennsylvania
$255K 2,430 +7 +0.3%
NIWA
73
New Insight Wealth Advisors
California
$244K 2,326 +2,326 New
PA
74
Parallel Advisors
California
$230K 2,190 +1,172 +115%
PCM
75
Parsons Capital Management
Rhode Island
$228K 2,175 – –
1 2
3
4 5