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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
BHBT
101
Burke & Herbert Bank & Trust
Virginia
$242K
FFC
102
First Financial Corp
Indiana
$241K
GVAG
103
Great Valley Advisor Group
Delaware
$238K +$6.6K +50 +3%
AF
104
Allworth Financial
California
$218K +$132 +1 +0.1%
IWM
105
IHT Wealth Management
Illinois
$210K +$216K +1,635 New
KFSN
106
Keystone Financial Services (Nebraska)
Nebraska
$206K +$213K +1,610 New
EFS
107
Essex Financial Services
Connecticut
$202K +$208K +1,572 New
FCAS
108
First Command Advisory Services
Texas
$145K
PTC
109
Private Trust Company
Ohio
$130K
Citigroup
110
Citigroup
New York
$125K +$74.5K +564 +137%
PWMG
111
Private Wealth Management Group
New Jersey
$115K
CA
112
Crewe Advisors
Utah
$113K
T
113
Tidemark
California
$112K -$6.21K -47 -5%
SS
114
Sunbelt Securities
Texas
$110K -$528 -4 -0.5%
FFA
115
Farther Finance Advisors
California
$69.1K +$38.8K +294 +123%
HPC
116
HM Payson & Co
Maine
$52.6K
AAP
117
Arax Advisory Partners
Colorado
$43.2K -$68.6K -520 -61%
CWM
118
Copia Wealth Management
Oregon
$38.4K
YP
119
YANKCOM Partnership
South Dakota
$37.2K +$38.3K +290 New
Russell Investments Group
120
Russell Investments Group
United Kingdom
$34.6K -$8.05K -61 -18%
AFG
121
Albion Financial Group
Utah
$30.1K +$31K +235 New
CPG
122
Cornerstone Planning Group
New Jersey
$25.6K
AC
123
AlphaCore Capital
California
$23.3K
FLP
124
Financial Life Planners
Arizona
$22.8K +$23.4K +177 New
KFI
125
Key Financial Inc
Pennsylvania
$21.5K