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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

107 hedge funds and large institutions have $453M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
44
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.7M
2
LPL Financial
2
LPL Financial
California
$62.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.7M
5
Ameriprise
5
Ameriprise
Minnesota
$5.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.1M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
ES
3
Eagle Strategies
New York
$0
4
GS
4
GTS Securities
New York
$379K
5
FA
5
Fermata Advisors
California
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
NIWA
76
New Insight Wealth Advisors
California
$250K 2,176 -150 -6%
PCM
77
Parsons Capital Management
Rhode Island
$250K 2,175 – –
SB
78
Strategic Blueprint
Georgia
$248K 2,157 – –
BFW
79
Brady Family Wealth
Missouri
$247K 2,145 – –
PTC
80
Private Trust Company
Ohio
$239K 2,080 – –
GVAG
81
Great Valley Advisor Group
Delaware
$231K 2,006 – –
FFC
82
First Financial Corp
Indiana
$217K 1,881 – –
WS
83
Wedbush Securities
California
$210K 1,821 +1,821 New
EAM
84
Empirical Asset Management
Massachusetts
$206K 1,787 +1,787 New
NFG
85
Nations Financial Group
Iowa
$203K 1,767 -3,295 -65%
T
86
Tidemark
California
$163K 1,418 +18 +1%
US Bancorp
87
US Bancorp
Minnesota
$163K 1,414 – –
AF
88
Allworth Financial
California
$143K 1,245 +1,245 New
HI
89
Harbour Investments
Wisconsin
$135K 1,172 +306 +35%
CA
90
Crewe Advisors
Utah
$120K 1,041 – –
LC
91
Lindbrook Capital
California
$104K 900 – –
GRP
92
Global Retirement Partners
California
$96.2K 836 -19 -2%
Citigroup
93
Citigroup
New York
$84.6K 735 +735 New
ACA
94
Aptus Capital Advisors
Alabama
$84.4K 733 +733 New
FCAS
95
First Command Advisory Services
Texas
$55.6K 483 – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$48.2K 419 +96 +30%
HPC
97
HM Payson & Co
Maine
$47.2K 410 – –
SWM
98
Spire Wealth Management
Virginia
$30.1K 262 -17 -6%
PS
99
Principal Securities
Iowa
$29.7K 258 +87 +51%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$29K 250 – –
1 2 3
4
5