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Invesco S&P MidCap 400 Revenue ETF

138 hedge funds and large institutions have $769M invested in Invesco S&P MidCap 400 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 127138 (+11)

6% more capital invested

Capital invested by funds: $725M → $769M (+$43.5M)

0.38% more ownership

Funds ownership: 69.18%69.57% (+0.38%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
56
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$1.11M +$98K +742 +9%
NA
52
NewEdge Advisors
Louisiana
$1.09M -$315K -2,387 -22%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.09M -$3.49M -26,426 -76%
IRC
54
Investors Research Corp
Georgia
$1.01M +$2.51M +18,996 +308%
PA
55
Prism Advisors
California
$939K -$19.3K -146 -2%
CA
56
Claro Advisors
Massachusetts
$918K +$2.38K +18 +0.3%
Goldman Sachs
57
Goldman Sachs
New York
$911K -$717K -5,432 -43%
MFGM
58
Marshall Financial Group (Maryland)
Maryland
$902K +$5.54K +42 +0.6%
HighTower Advisors
59
HighTower Advisors
Illinois
$825K
Citadel Advisors
60
Citadel Advisors
Florida
$810K +$834K +6,317 New
SOS
61
Silver Oak Securities
Tennessee
$729K +$83.3K +631 +12%
SEIA
62
Signature Estate & Investment Advisors
California
$727K +$396 +3 +0.1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$710K +$11.7K +89 +2%
HI
64
Harbour Investments
Wisconsin
$697K +$379K +2,868 +112%
ASN
65
Advisory Services Network
Georgia
$680K -$24.6K -186 -3%
RA
66
RFG Advisory
Alabama
$678K +$698K +5,289 New
SMC
67
Smith, Moore & Co
Missouri
$649K +$1.98K +15 +0.3%
JWCA
68
J.W. Cole Advisors
Florida
$640K +$57.2K +433 +9%
AC
69
Anson Capital
Georgia
$640K -$264 -2 -0%
UBS AM
70
UBS AM
Illinois
$608K +$626K +4,744 New
AQR Capital Management
71
AQR Capital Management
Connecticut
$603K +$57K +432 +10%
IWN
72
Independent Wealth Network
Iowa
$523K +$538K +4,079 New
WANY
73
Wealthspire Advisors (New York)
New York
$499K +$1.58K +12 +0.3%
WH
74
Willner & Heller
California
$482K -$9.11K -69 -2%
EH
75
Equitable Holdings
New York
$471K -$9.9K -75 -2%