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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

105 hedge funds and large institutions have $496M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
50
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Ameriprise
2
Ameriprise
Minnesota
$13.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.55M
4
PAG
4
Private Advisory Group
Washington
$5.32M
5
ES
5
Eagle Strategies
New York
$4.22M

Top Sellers

1
FA
1
Fermata Advisors
California
$379K
2
AA
2
AlphaQ Advisors
Florida
$0
3
NL
3
NWAM LLC
Washington
$0
4
SL
4
Systelligence LLC
Minnesota
$14.3M
5
RW
5
RVW Wealth
California
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MFGM
51
Marshall Financial Group (Maryland)
Maryland
$825K 7,515 +16 +0.2%
CA
52
Claro Advisors
Massachusetts
$789K 7,188 +17 +0.2%
Goldman Sachs
53
Goldman Sachs
New York
$780K 7,104 – –
SMC
54
Smith, Moore & Co
Missouri
$683K 6,220 +15 +0.2%
SPIA
55
Steward Partners Investment Advisory
New York
$668K 6,088 +1,701 +39%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$619K 5,643 +247 +5%
SEIA
57
Signature Estate & Investment Advisors
California
$589K 5,368 +5,368 New
AAS
58
Avantax Advisory Services
Texas
$579K 5,277 +174 +3%
BRWA
59
B. Riley Wealth Advisors
Florida
$526K 4,795 +4,795 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$518K 4,719 -180 -4%
Comerica Bank
61
Comerica Bank
Texas
$466K 4,249 +939 +28%
VFPW
62
Vantage Financial Partners (Wisconsin)
Wisconsin
$459K 4,183 +4,183 New
EH
63
Equitable Holdings
New York
$448K 4,080 +5 +0.1%
HighTower Advisors
64
HighTower Advisors
Illinois
$394K 3,585 – –
DFA
65
DHK Financial Advisors
New Hampshire
$384K 3,500 +3,500 New
KAS
66
Kestra Advisory Services
Texas
$381K 3,472 +3,472 New
FA
67
Fermata Advisors
California
$379K 3,448 -40,524 -92%
DAS
68
Dynamic Advisor Solutions
Arizona
$375K 3,413 -194 -5%
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$372K 3,384 – –
AC
70
Avestar Capital
New York
$332K 3,023 – –
NIWA
71
New Insight Wealth Advisors
California
$316K 2,876 +700 +32%
WH
72
Willner & Heller
California
$314K 2,858 +254 +10%
IA
73
IFP Advisors
Florida
$280K 2,546 – –
BC
74
Bowman & Company
Wisconsin
$275K 2,506 +6 +0.2%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$257K 2,338 +2,338 New
1 2
3
4 5