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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

64 hedge funds and large institutions have $240M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
18
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$13.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.6M
4
LPL Financial
4
LPL Financial
California
$17.7M
5
SWM
5
Spire Wealth Management
Virginia
$2.38M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.98M
2
FFW
2
Fusion Family Wealth
New York
$31.5M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
KFP
4
KB Financial Partners
New Jersey
$568K
5
Wells Fargo
5
Wells Fargo
California
$5.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.6M 413,446 +34,059 +9%
Osaic Holdings
2
Osaic Holdings
Arizona
$32.4M 365,452 +7,223 +2%
RW
3
RVW Wealth
California
$32M 365,815 +3,356 +0.9%
FFW
4
Fusion Family Wealth
New York
$31.5M 355,337 -16,835 -5%
LPL Financial
5
LPL Financial
California
$17.7M 200,011 +28,310 +16%
Bank of America
6
Bank of America
North Carolina
$15.4M 174,077 -6,891 -4%
PS
7
Portfolio Strategies
New York
$13.4M 151,185 +151,185 New
PAG
8
Private Advisor Group
New Jersey
$7.69M 86,799 +16,305 +23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.02M 79,242 -1,864 -2%
UBS Group
10
UBS Group
Switzerland
$5.44M 61,486 -55 -0.1%
Wells Fargo
11
Wells Fargo
California
$5.3M 59,842 -8,831 -13%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$3.44M 38,855 +35,534 +1,070%
Truist Financial
13
Truist Financial
North Carolina
$3.24M 36,582 +2,344 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.98M 33,672 -20,843 -38%
IRC
15
Investors Research Corp
Georgia
$2.77M 31,248 -63 -0.2%
SWM
16
Spire Wealth Management
Virginia
$2.38M 26,830 +26,830 New
RCA
17
Resonant Capital Advisors
Wisconsin
$1.8M 20,283 -1,880 -8%
KA
18
Klingman & Associates
New York
$1.19M 13,433 – –
FHC
19
First Heartland Consultants
Missouri
$1.17M 13,161 +1,766 +15%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.09M 12,278 +22 +0.2%
NA
21
NewEdge Advisors
Louisiana
$1.05M 11,823 -104 -0.9%
SCA
22
Snowden Capital Advisors
New York
$939K 10,605 – –
Ameriprise
23
Ameriprise
Minnesota
$876K 9,897 +6,180 +166%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$820K 9,269 -665 -7%
NFG
25
Nations Financial Group
Iowa
$811K 9,157 – –
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