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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 %
PTC
101
Private Trust Company
Ohio
$118K 1,017 – –
Citigroup
102
Citigroup
New York
$110K 949 +214 +29%
PA
103
PSI Advisors
Florida
$106K 909 +396 +77%
LC
104
Lindbrook Capital
California
$105K 900 – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$99.6K 857 +326 +61%
ACA
106
Aptus Capital Advisors
Alabama
$85.8K 738 +1 +0.1%
FLP
107
Financial Life Planners
Arizona
$64.9K 559 +559 New
HPC
108
HM Payson & Co
Maine
$47.7K 410 – –
PS
109
Principal Securities
Iowa
$39.2K 337 -31 -8%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$36K 306 +306 New
CWM
111
Copia Wealth Management
Oregon
$34.8K 299 +299 New
SWM
112
Spire Wealth Management
Virginia
$24.1K 208 – –
S
113
SignatureFD
Georgia
$9.77K 84 – –
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$5.81K 50 – –
CFB
115
Cullen/Frost Bankers
Texas
$5.46K 47 +47 New
NWM
116
Nova Wealth Management
Florida
$4.65K 40 +40 New
KWAG
117
Kiely Wealth Advisory Group
North Carolina
$3.85K 32 – –
AWM
118
AE Wealth Management
Kansas
$2.79K 24 +24 New
RCM
119
Richardson Capital Management
Wisconsin
$1.98K 17 – –
PWA
120
Physician Wealth Advisors
Utah
$471 4 +4 New
GS
121
GTS Securities
New York
– – -9,515 Closed
KAS
122
Kestra Advisory Services
Texas
– – -3,457 Closed
OMC
123
Old Mission Capital
Illinois
– – -3,324 Closed
FTUS
124
Flow Traders U.S.
New York
– – -2,482 Closed
SB
125
Strategic Blueprint
Georgia
– – -2,157 Closed
2 3 4
5
6