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Invesco S&P MidCap 400 Revenue ETF

127 hedge funds and large institutions have $725M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

9% more funds holding

Funds holding: 117127 (+10)

1.72% more ownership

Funds ownership: 67.46%69.18% (+1.7%)

3% more capital invested

Capital invested by funds: $701M → $725M (+$24.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
51
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$1.26M -$4.01K -32 -0.3%
Stifel Financial
52
Stifel Financial
Missouri
$1.17M +$14.8K +118 +1%
SCA
53
Snowden Capital Advisors
New York
$1.15M -$125 -1 -0%
SPIA
54
Steward Partners Investment Advisory
New York
$998K +$37.7K +301 +4%
PA
55
Prism Advisors
California
$945K -$671K -5,352 -42%
CA
56
Claro Advisors
Massachusetts
$903K -$2.13K -17 -0.2%
MFGM
57
Marshall Financial Group (Maryland)
Maryland
$884K -$3.63K -29 -0.4%
HighTower Advisors
58
HighTower Advisors
Illinois
$814K +$231K +1,845 +40%
IRC
59
Investors Research Corp
Georgia
$779K -$4.64K -37 -0.6%
SEIA
60
Signature Estate & Investment Advisors
California
$717K +$1.75K +14 +0.2%
ASN
61
Advisory Services Network
Georgia
$694K -$57.8K -461 -8%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$689K -$19.1K -152 -3%
GS
63
GTS Securities
New York
$649K +$154K +1,229 +31%
SOS
64
Silver Oak Securities
Tennessee
$646K +$353K +2,814 +126%
SMC
65
Smith, Moore & Co
Missouri
$638K +$1.75K +14 +0.3%
AC
66
Anson Capital
Georgia
$631K -$222K -1,771 -26%
JWCA
67
J.W. Cole Advisors
Florida
$576K +$27.2K +217 +5%
AQR Capital Management
68
AQR Capital Management
Connecticut
$540K +$94K +750 +21%
GRP
69
Global Retirement Partners
California
$524K +$301K +2,400 +138%
WANY
70
Wealthspire Advisors (New York)
New York
$490K
WH
71
Willner & Heller
California
$484K +$1.25K +10 +0.3%
EH
72
Equitable Holdings
New York
$480K +$10.9K +87 +2%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$431K -$2M -15,934 -82%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$428K
CS
75
Capital Square
Tennessee
$414K +$58.2K +464 +16%