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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

102 hedge funds and large institutions have $468M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
36
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
LPL Financial
2
LPL Financial
California
$53M
3
Wells Fargo
3
Wells Fargo
California
$34.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$4.11M
5
GS
5
GTS Securities
New York
$2.92M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M
2
GM
2
GeoWealth Management
Illinois
$0
3
PAG
3
Private Advisory Group
Washington
$0
4
RW
4
RVW Wealth
California
$18.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.42M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
76
Strategic Blueprint
Georgia
$227K 2,157 – –
BFW
77
Brady Family Wealth
Missouri
$225K 2,145 – –
PTC
78
Private Trust Company
Ohio
$218K 2,080 – –
GVAG
79
Great Valley Advisor Group
Delaware
$211K 2,006 +2,006 New
FFC
80
First Financial Corp
Indiana
$198K 1,881 -107 -5%
US Bancorp
81
US Bancorp
Minnesota
$149K 1,414 -26 -2%
T
82
Tidemark
California
$147K 1,400 +1,400 New
CA
83
Crewe Advisors
Utah
$109K 1,041 +1,041 New
LC
84
Lindbrook Capital
California
$94.5K 900 – –
HI
85
Harbour Investments
Wisconsin
$91K 866 +2 +0.2%
GRP
86
Global Retirement Partners
California
$86.8K 855 +71 +9%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$52.5K 500 +500 New
FCAS
88
First Command Advisory Services
Texas
$50.7K 483 +483 New
HPC
89
HM Payson & Co
Maine
$43.1K 410 – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$33.9K 323 -18 -5%
NFA
91
Northwest Financial Advisors
Virginia
$31K 295 +295 New
SWM
92
Spire Wealth Management
Virginia
$28.6K 279 +54 +24%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$26K 250 – –
PA
94
PSI Advisors
Florida
$23.1K 220 +220 New
FCA
95
FinTrust Capital Advisors
South Carolina
$22.1K 210 – –
PS
96
Principal Securities
Iowa
$18K 171 +171 New
TFA
97
Transamerica Financial Advisors
Florida
$17K 157 – –
NA
98
Nordwand Advisors
Pennsylvania
$14.9K 142 – –
S
99
SignatureFD
Georgia
$10.7K 102 +102 New
AWM
100
Activest Wealth Management
Florida
$10.1K 96 +96 New
1 2 3
4
5