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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

68 hedge funds and large institutions have $212M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
21
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$30.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.6M
3
PAG
3
Private Advisor Group
New Jersey
$6.07M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.69M
5
Truist Financial
5
Truist Financial
North Carolina
$2.95M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$4K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Bank of America
5
Bank of America
North Carolina
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.6M 379,387 +57,335 +18%
FFW
2
Fusion Family Wealth
New York
$32M 372,172 +11,265 +3%
RW
3
RVW Wealth
California
$31M 362,459 +10,071 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$30.8M 358,229 +312,974 +692%
Bank of America
5
Bank of America
North Carolina
$15.6M 180,968 -7,482 -4%
LPL Financial
6
LPL Financial
California
$14.8M 171,701 +22,215 +15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.98M 81,106 -11,693 -13%
PAG
8
Private Advisor Group
New Jersey
$6.07M 70,494 +56,803 +415%
Wells Fargo
9
Wells Fargo
California
$5.91M 68,673 +481 +0.7%
UBS Group
10
UBS Group
Switzerland
$5.29M 61,541 -537 -0.9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.69M 54,515 +54,515 New
Truist Financial
12
Truist Financial
North Carolina
$2.95M 34,238 +28,451 +492%
IRC
13
Investors Research Corp
Georgia
$2.69M 31,311 -488 -2%
RCA
14
Resonant Capital Advisors
Wisconsin
$1.91M 22,163 -25 -0.1%
KFP
15
KB Financial Partners
New Jersey
$1.57M 18,244 +18,244 New
FTUS
16
Flow Traders U.S.
New York
$1.21M 14,013 +14,013 New
KA
17
Klingman & Associates
New York
$1.16M 13,433 – –
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.05M 12,256 +525 +4%
NA
19
NewEdge Advisors
Louisiana
$1.03M 11,927 -577 -5%
MFGM
20
Marshall Financial Group (Maryland)
Maryland
$996K 11,572 -61 -0.5%
FHC
21
First Heartland Consultants
Missouri
$980K 11,395 +11,395 New
SCA
22
Snowden Capital Advisors
New York
$912K 10,605 +351 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$854K 9,934 -427 -4%
NFG
24
Nations Financial Group
Iowa
$788K 9,157 – –
CA
25
Claro Advisors
Massachusetts
$650K 7,559 +11 +0.1%
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