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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

120 hedge funds and large institutions have $598M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
24
Increased
45
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.6M
3
SF
3
Seros Financial
Arizona
$7.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
IAG
5
Ipsen Advisor Group
Arkansas
$4.75M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$13.2M
2
RW
2
RVW Wealth
California
$16.7M
3
GS
3
GTS Securities
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$296K 2,546 – –
BC
77
Bowman & Company
Wisconsin
$289K 2,490 -22 -0.9%
CS
78
Capital Square
Tennessee
$261K 2,136 +2,136 New
PA
79
Parallel Advisors
California
$261K 2,245 +8 +0.4%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$253K 2,175 -241 -10%
PCM
81
Parsons Capital Management
Rhode Island
$253K 2,175 – –
FAM
82
Flaharty Asset Management
Florida
$249K 2,145 +6 +0.3%
UAG
83
United Advisor Group
Ohio
$245K 2,107 +2,107 New
NIWA
84
New Insight Wealth Advisors
California
$243K 2,087 -744 -26%
US Bancorp
85
US Bancorp
Minnesota
$235K 2,022 +6 +0.3%
GVAG
86
Great Valley Advisor Group
Delaware
$233K 2,006 – –
Mariner
87
Mariner
Kansas
$232K 1,999 +1,999 New
FA
88
Fermata Advisors
California
$232K 1,993 -702 -26%
BFW
89
Brady Family Wealth
Missouri
$224K 1,928 -217 -10%
Jane Street
90
Jane Street
New York
$220K 1,890 +1,890 New
GRP
91
Global Retirement Partners
California
$219K 1,886 +386 +26%
FFC
92
First Financial Corp
Indiana
$219K 1,881 – –
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$209K 1,796 +1,796 New
HAS
94
HBW Advisory Services
California
$208K 1,792 +1,792 New
JWCA
95
J.W. Cole Advisors
Florida
$203K 1,748 +1,748 New
HI
96
Harbour Investments
Wisconsin
$176K 1,517 +339 +29%
AF
97
Allworth Financial
California
$153K 1,245 – –
T
98
Tidemark
California
$122K 1,047 +2 +0.2%
CA
99
Crewe Advisors
Utah
$121K 1,041 – –
FCAS
100
First Command Advisory Services
Texas
$121K 1,041 +48 +5%
2 3
4
5 6