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Invesco S&P MidCap 400 Revenue ETF

127 hedge funds and large institutions have $725M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

9% more funds holding

Funds holding: 117127 (+10)

1.72% more ownership

Funds ownership: 67.46%69.18% (+1.7%)

3% more capital invested

Capital invested by funds: $701M → $725M (+$24.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
51
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
Avestar Capital
New York
$382K
AO
77
Advisor OS
Illinois
$379K
Comerica Bank
78
Comerica Bank
Texas
$365K +$29.6K +236 +9%
KWM
79
Kingsview Wealth Management
Oregon
$358K +$354K +2,827 New
IA
80
IFP Advisors
Florida
$327K +$4.76K +38 +1%
HI
81
Harbour Investments
Wisconsin
$325K +$3.63K +29 +1%
SWA
82
Stratos Wealth Advisors
Ohio
$323K -$41.7K -333 -12%
DAS
83
Dynamic Advisor Solutions
Arizona
$318K +$501 +4 +0.2%
NIWA
84
New Insight Wealth Advisors
California
$306K
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$306K
BC
86
Bowman & Company
Wisconsin
$305K -$11.7K -93 -4%
IAN
87
Integrated Advisors Network
Texas
$295K -$121K -965 -29%
SWP
88
Stratos Wealth Partners
Ohio
$293K +$290K +2,316 New
NFG
89
Nations Financial Group
Iowa
$293K +$290K +2,313 New
PCM
90
Parsons Capital Management
Rhode Island
$275K
PA
91
Parallel Advisors
California
$274K +$6.02K +48 +2%
US Bancorp
92
US Bancorp
Minnesota
$257K
UAG
93
United Advisor Group
Ohio
$256K
BHBT
94
Burke & Herbert Bank & Trust
Virginia
$238K +$236K +1,885 New
FFC
95
First Financial Corp
Indiana
$238K
GVAG
96
Great Valley Advisor Group
Delaware
$228K
WS
97
Wedbush Securities
California
$219K -$627 -5 -0.3%
AF
98
Allworth Financial
California
$215K +$125 +1 +0.1%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$178K +$125K +1,000 +244%
FCAS
100
First Command Advisory Services
Texas
$143K