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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

120 hedge funds and large institutions have $598M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
24
Increased
45
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.6M
3
SF
3
Seros Financial
Arizona
$7.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
IAG
5
Ipsen Advisor Group
Arkansas
$4.75M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$13.2M
2
RW
2
RVW Wealth
California
$16.7M
3
GS
3
GTS Securities
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$990K 8,514 +736 +9%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$962K 8,274 -289 -3%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$903K 7,770 +2,124 +38%
CA
54
Claro Advisors
Massachusetts
$833K 7,170 -33 -0.5%
Goldman Sachs
55
Goldman Sachs
New York
$826K 7,104 – –
MFGM
56
Marshall Financial Group (Maryland)
Maryland
$816K 7,019 -58 -0.8%
SPIA
57
Steward Partners Investment Advisory
New York
$779K 6,702 +415 +7%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$749K 6,445 +1,312 +26%
AAS
59
Avantax Advisory Services
Texas
$743K 6,393 +743 +13%
CW
60
CreativeOne Wealth
Kansas
$711K 6,116 +544 +10%
ASN
61
Advisory Services Network
Georgia
$688K 5,920 +5,920 New
SEIA
62
Signature Estate & Investment Advisors
California
$651K 5,600 +83 +2%
SMC
63
Smith, Moore & Co
Missouri
$625K 5,373 -47 -0.9%
IAA
64
Independent Advisor Alliance
North Carolina
$614K 5,279 +5,279 New
LBC
65
Leigh Baldwin & Co
New York
$560K 4,819 +4,819 New
HP
66
Haven Private
Florida
$518K 4,460 +4,460 New
Comerica Bank
67
Comerica Bank
Texas
$487K 4,187 -441 -10%
HighTower Advisors
68
HighTower Advisors
Illinois
$420K 3,611 – –
DFA
69
DHK Financial Advisors
New Hampshire
$408K 3,510 +10 +0.3%
WH
70
Willner & Heller
California
$400K 3,439 +407 +13%
FTS
71
Fifth Third Securities
Ohio
$400K 3,438 +3,438 New
Fiera Capital (Canada)
72
Fiera Capital (Canada)
Quebec, Canada
$393K 3,384 – –
EH
73
Equitable Holdings
New York
$366K 3,146 +2 +0.1%
DAS
74
Dynamic Advisor Solutions
Arizona
$355K 3,055 -81 -3%
AC
75
Avestar Capital
New York
$351K 3,023 – –
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3
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