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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

117 hedge funds and large institutions have $539M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
42
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$1.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.76M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.48M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.36M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$6.99M
2
Wells Fargo
Wells Fargo
California
-$6.29M
3
PA
Prism Advisors
California
-$5.48M
4
LPL Financial
LPL Financial
California
-$3.88M
5
PAG
Private Advisor Group
New Jersey
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$849K +$849K +7,259 New
MFGM
52
Marshall Financial Group (Maryland)
Maryland
$846K +$1.45K +12 +0.2%
CA
53
Claro Advisors
Massachusetts
$837K -$1.29K -11 -0.2%
Goldman Sachs
54
Goldman Sachs
New York
$830K -$1.87K -16 -0.2%
SPIA
55
Steward Partners Investment Advisory
New York
$826K +$17K +145 +2%
AAS
56
Avantax Advisory Services
Texas
$811K +$44K +376 +6%
AC
57
Anson Capital
Georgia
$789K -$24.7K -211 -3%
ASN
58
Advisory Services Network
Georgia
$739K +$32.7K +274 +5%
GS
59
GTS Securities
New York
$698K -$452K -3,864 -39%
SEIA
60
Signature Estate & Investment Advisors
California
$659K +$2.46K +21 +0.4%
IAN
61
Integrated Advisors Network
Texas
$607K +$106K +905 +21%
SMC
62
Smith, Moore & Co
Missouri
$586K -$43.8K -375 -7%
LBC
63
Leigh Baldwin & Co
New York
$568K +$2.34K +20 +0.4%
CW
64
CreativeOne Wealth
Kansas
$529K -$113K -969 -18%
WH
65
Willner & Heller
California
$469K +$5.61K +48 +1%
JWCA
66
J.W. Cole Advisors
Florida
$457K +$38.8K +332 +9%
HighTower Advisors
67
HighTower Advisors
Illinois
$440K -$13.7K -117 -3%
Citadel Advisors
68
Citadel Advisors
Florida
$427K +$70.3K +601 +20%
DFA
69
DHK Financial Advisors
New Hampshire
$413K +$1.64K +14 +0.4%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$396K – – –
SWA
71
Stratos Wealth Advisors
Ohio
$384K -$76.3K -653 -17%
AC
72
Avestar Capital
New York
$353K – – –
AO
73
Advisor OS
Illinois
$351K +$351K +3,000 New
EH
74
Equitable Holdings
New York
$338K -$1.64K -14 -0.5%
DAS
75
Dynamic Advisor Solutions
Arizona
$335K -$11.5K -98 -3%
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