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Invesco S&P MidCap 400 Revenue ETF

116 hedge funds and large institutions have $519M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
10
Increased
51
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$45K -$47.4K -440 -51%
HPC
102
HM Payson & Co
Maine
$44.2K
PS
103
Principal Securities
Iowa
$39.2K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$33K
CWM
105
Copia Wealth Management
Oregon
$32.3K
Russell Investments Group
106
Russell Investments Group
United Kingdom
$25.4K +$25.4K +235 New
SWM
107
Spire Wealth Management
Virginia
$22.4K
BIG
108
Brooklyn Investment Group
New York
$9.6K +$9.6K +89 New
S
109
SignatureFD
Georgia
$7.36K -$1.73K -16 -19%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$5.39K
CFB
111
Cullen/Frost Bankers
Texas
$5.07K
NWM
112
Nova Wealth Management
Florida
$4.32K
AWM
113
AE Wealth Management
Kansas
$3.24K +$647 +6 +25%
RCM
114
Richardson Capital Management
Wisconsin
$1.85K
ACA
115
Aptus Capital Advisors
Alabama
$863 -$78.7K -730 -99%
PWA
116
Physician Wealth Advisors
Utah
$438
SL
117
Systelligence LLC
Minnesota
-$13.2M -113,311 Closed
SF
118
Seros Financial
Arizona
-$7.77M -70,738 Closed
FCMA
119
Foresight Capital Management Advisors
Michigan
-$3.05M -26,247 Closed
IAA
120
Independent Advisor Alliance
North Carolina
-$614K -5,279 Closed
HP
121
Haven Private
Florida
-$518K -4,460 Closed
FTS
122
Fifth Third Securities
Ohio
-$400K -3,438 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$253K -2,175 Closed
FA
124
Fermata Advisors
California
-$232K -1,993 Closed
BFW
125
Brady Family Wealth
Missouri
-$224K -1,928 Closed