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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
PTC
101
Private Trust Company
Ohio
$129K -$24.1K -192 -16%
T
102
Tidemark
California
$117K +$125 +1 +0.1%
TCOV
103
Trust Company of Vermont
Vermont
$116K
PWMG
104
Private Wealth Management Group
New Jersey
$114K +$113K +900 New
CA
105
Crewe Advisors
Utah
$111K
SS
106
Sunbelt Securities
Texas
$109K -$1.13K -9 -1%
AAP
107
Arax Advisory Partners
Colorado
$108K +$107K +857 New
GWM
108
Greenline Wealth Management
Florida
$66.8K +$66.2K +528 New
FHA
109
Flagship Harbor Advisors
Massachusetts
$65.2K +$64.5K +515 New
Citigroup
110
Citigroup
New York
$52K +$3.88K +31 +8%
HPC
111
HM Payson & Co
Maine
$51.8K
Russell Investments Group
112
Russell Investments Group
United Kingdom
$41.8K +$2.63K +21 +7%
CWM
113
Copia Wealth Management
Oregon
$37.8K
HNB
114
Huntington National Bank
Ohio
$31.6K
FFA
115
Farther Finance Advisors
California
$30.4K +$30.1K +240 New
CPG
116
Cornerstone Planning Group
New Jersey
$24.3K +$4.76K +38 +26%
AC
117
AlphaCore Capital
California
$23K +$22.8K +182 New
KFI
118
Key Financial Inc
Pennsylvania
$21.2K
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$13.3K
SWM
120
Spire Wealth Management
Virginia
$10.8K
RFP
121
Root Financial Partners
California
$9.67K
MCM
122
MAI Capital Management
Ohio
$9.39K -$77.8K -621 -89%
CIAS
123
Capital Investment Advisory Services
North Carolina
$5.71K +$5.64K +45 New
ST
124
Smithfield Trust
Pennsylvania
$5K +$4.89K +39 New
CFP
125
Comprehensive Financial Planning
Pennsylvania
$4.93K +$4.89K +39 New