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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

108 hedge funds and large institutions have $550M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
48
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Prism Advisors
California
$17.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
FFW
3
Fusion Family Wealth
New York
$56.2M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
NL
5
NWAM LLC
Washington
$2.18M

Top Sellers

1
PAG
1
Private Advisory Group
Washington
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
LPL Financial
3
LPL Financial
California
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$11.8M
5
Wells Fargo
5
Wells Fargo
California
$37.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$826K 7,104 – –
MFGM
52
Marshall Financial Group (Maryland)
Maryland
$823K 7,077 -438 -6%
SPIA
53
Steward Partners Investment Advisory
New York
$731K 6,287 +199 +3%
AAS
54
Avantax Advisory Services
Texas
$657K 5,650 +373 +7%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$657K 5,646 +3 +0.1%
CW
56
CreativeOne Wealth
Kansas
$648K 5,572 +5,572 New
SEIA
57
Signature Estate & Investment Advisors
California
$642K 5,517 +149 +3%
SMC
58
Smith, Moore & Co
Missouri
$630K 5,420 -800 -13%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$604K 5,183 +3,143 +154%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$597K 5,133 +414 +9%
Comerica Bank
61
Comerica Bank
Texas
$538K 4,628 +379 +9%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$456K 3,921 +3,140 +402%
HighTower Advisors
63
HighTower Advisors
Illinois
$421K 3,611 +26 +0.7%
DFA
64
DHK Financial Advisors
New Hampshire
$407K 3,500 – –
KAS
65
Kestra Advisory Services
Texas
$402K 3,457 -15 -0.4%
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$394K 3,384 – –
OMC
67
Old Mission Capital
Illinois
$387K 3,324 +3,324 New
EH
68
Equitable Holdings
New York
$366K 3,144 -936 -23%
DAS
69
Dynamic Advisor Solutions
Arizona
$365K 3,136 -277 -8%
WH
70
Willner & Heller
California
$353K 3,032 +174 +6%
AC
71
Avestar Capital
New York
$352K 3,023 – –
NIWA
72
New Insight Wealth Advisors
California
$329K 2,831 -45 -2%
FA
73
Fermata Advisors
California
$314K 2,695 -753 -22%
IA
74
IFP Advisors
Florida
$296K 2,546 – –
BC
75
Bowman & Company
Wisconsin
$292K 2,512 +6 +0.2%
1 2
3
4 5