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Invesco S&P MidCap 400 Revenue ETF

138 hedge funds and large institutions have $769M invested in Invesco S&P MidCap 400 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 127138 (+11)

6% more capital invested

Capital invested by funds: $725M → $769M (+$43.5M)

0.38% more ownership

Funds ownership: 69.18%69.57% (+0.38%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
56
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
76
Seros Financial
Arizona
$454K +$468K +3,543 New
IAA
77
Independent Advisor Alliance
North Carolina
$437K +$450K +3,406 New
Fiera Capital (Canada)
78
Fiera Capital (Canada)
Quebec, Canada
$434K
BWM
79
BAM Wealth Management
Colorado
$428K +$441K +3,339 New
AC
80
Avestar Capital
New York
$388K
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$387K -$51.8K -392 -12%
AO
82
Advisor OS
Illinois
$385K
NFG
83
Nations Financial Group
Iowa
$378K +$84K +636 +27%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$377K +$388K +2,942 New
CW
85
CreativeOne Wealth
Kansas
$374K +$385K +2,913 New
KWM
86
Kingsview Wealth Management
Oregon
$364K +$1.06K +8 +0.3%
CRI
87
Colonial River Investments
Virginia
$354K +$365K +2,764 New
IA
88
IFP Advisors
Florida
$331K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$328K +$151K +1,145 +81%
DAS
90
Dynamic Advisor Solutions
Arizona
$321K -$1.58K -12 -0.5%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$310K
NIWA
92
New Insight Wealth Advisors
California
$301K -$9.77K -74 -3%
SWP
93
Stratos Wealth Partners
Ohio
$298K +$528 +4 +0.2%
IAN
94
Integrated Advisors Network
Texas
$290K -$9.37K -71 -3%
PCM
95
Parsons Capital Management
Rhode Island
$279K
PA
96
Parallel Advisors
California
$276K -$2.11K -16 -0.7%
SWA
97
Stratos Wealth Advisors
Ohio
$265K -$64.8K -491 -19%
US Bancorp
98
US Bancorp
Minnesota
$263K +$1.45K +11 +0.5%
UAG
99
United Advisor Group
Ohio
$253K -$6.6K -50 -2%
WS
100
Wedbush Securities
California
$242K +$20.7K +157 +9%