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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

88 hedge funds and large institutions have $332M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
39
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$14.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$50.9M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
FA
4
Fermata Advisors
California
$5.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.8M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$832K
3
9WM
3
9258 Wealth Management
Ohio
$483K
4
GS
4
GTS Securities
New York
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
76
Lindbrook Capital
California
$84.4K 900 – –
HI
77
Harbour Investments
Wisconsin
$81.1K 864 +2 +0.2%
GRP
78
Global Retirement Partners
California
$71.4K 784 +1 +0.1%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$57.7K 615 – –
HPC
80
HM Payson & Co
Maine
$38.5K 410 – –
Creative Planning
81
Creative Planning
Kansas
$32.8K 350 +350 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$32K 341 -47 -12%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$23K 250 – –
SWM
84
Spire Wealth Management
Virginia
$21.1K 225 – –
FCA
85
FinTrust Capital Advisors
South Carolina
$19.7K 210 +210 New
TFA
86
Transamerica Financial Advisors
Florida
$15K 157 – –
NA
87
Nordwand Advisors
Pennsylvania
$13.3K 142 – –
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.73K 93 – –
AWS
89
Atria Wealth Solutions
New York
– – -7,221 Closed
GS
90
GTS Securities
New York
– – -4,714 Closed
FHA
91
Flagship Harbor Advisors
Massachusetts
– – -4,283 Closed
TAIM
92
TD Ameritrade Investment Management
Nebraska
– – -2,025 Closed
SF
93
Safeguard Financial
Wisconsin
– – -800 Closed
VF
94
VitalStone Financial
Texas
– – -62 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
– – – –
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4