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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
VNA
126
Valley National Advisers
Pennsylvania
$20K +$20.6K +156 New
SWM
127
Spire Wealth Management
Virginia
$11K
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$9.88K +$10.2K +77 New
RFP
129
Root Financial Partners
California
$9.81K
MCM
130
MAI Capital Management
Ohio
$9.53K
VAI
131
Vanguard Advisers Inc
Pennsylvania
$6.16K +$6.34K +48 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$6.03K +$6.21K +47 New
AWM
133
AE Wealth Management
Kansas
$4.36K +$4.49K +34 New
AW
134
Avion Wealth
Texas
$3K +$1.19K +9 +56%
CIAS
135
Capital Investment Advisory Services
North Carolina
$2.2K -$3.7K -28 -62%
RCM
136
Richardson Capital Management
Wisconsin
$2.09K
SWM
137
SHP Wealth Management
Massachusetts
$2.05K +$2.11K +16 New
PWA
138
Physician Wealth Advisors
Utah
$528
Two Sigma Investments
139
Two Sigma Investments
New York
-$1.37M -10,800 Closed
CS
140
Capital Square
Tennessee
-$414K -3,277 Closed
GWM
141
Greenline Wealth Management
Florida
-$66.8K -528 Closed
FHA
142
Flagship Harbor Advisors
Massachusetts
-$65.2K -515 Closed
CFP
143
Comprehensive Financial Planning
Pennsylvania
-$4.93K -39 Closed
ST
144
Smithfield Trust
Pennsylvania
-$5K -39 Closed
HNB
145
Huntington National Bank
Ohio
-$31.6K