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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

107 hedge funds and large institutions have $453M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
44
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.7M
2
LPL Financial
2
LPL Financial
California
$62.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.7M
5
Ameriprise
5
Ameriprise
Minnesota
$5.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.1M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
ES
3
Eagle Strategies
New York
$0
4
GS
4
GTS Securities
New York
$379K
5
FA
5
Fermata Advisors
California
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$621K 5,396 +779 +17%
CBFP
52
Cedar Brook Financial Partners
Ohio
$616K 5,352 +771 +17%
SA
53
SpiderRock Advisors
Delaware
$614K 5,607 +5,607 New
AAS
54
Avantax Advisory Services
Texas
$587K 5,103 +559 +12%
CW
55
CreativeOne Wealth
Kansas
$579K 5,028 +5,028 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$564K 4,899 -5 -0.1%
GWM
57
Geneos Wealth Management
Colorado
$538K 4,678 -59 -1%
SPIA
58
Steward Partners Investment Advisory
New York
$505K 4,387 +889 +25%
EH
59
Equitable Holdings
New York
$469K 4,075 +345 +9%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$442K 3,837 +269 +8%
DAS
61
Dynamic Advisor Solutions
Arizona
$415K 3,607 -145 -4%
HighTower Advisors
62
HighTower Advisors
Illinois
$413K 3,585 – –
Citadel Advisors
63
Citadel Advisors
Florida
$394K 3,423 +3,423 New
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$389K 3,384 – –
Comerica Bank
65
Comerica Bank
Texas
$381K 3,310 +90 +3%
GS
66
GTS Securities
New York
$379K 3,292 -24,557 -88%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$369K 3,205 +10 +0.3%
FTUS
68
Flow Traders U.S.
New York
$351K 3,048 +3,048 New
AC
69
Avestar Capital
New York
$348K 3,023 – –
WH
70
Willner & Heller
California
$300K 2,604 +2,604 New
IA
71
IFP Advisors
Florida
$293K 2,546 +2,546 New
BC
72
Bowman & Company
Wisconsin
$288K 2,500 +7 +0.3%
LNC
73
Lincoln National Corp
Pennsylvania
$280K 2,437 +7 +0.3%
FAM
74
Flaharty Asset Management
Florida
$277K 2,406 -294 -11%
PA
75
Parallel Advisors
California
$265K 2,301 +111 +5%
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3
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