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Invesco S&P MidCap 400 Revenue ETF

68 hedge funds and large institutions have $226M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 6468 (+4)

1.73% more ownership

Funds ownership: 58.57%60.31% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

6% less capital invested

Capital invested by funds: $240M → $226M (-$13.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
21
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.5M +$411K +4,633 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$35.7M +$3.89M +43,827 +12%
FFW
3
Fusion Family Wealth
New York
$33.9M +$2.94M +33,134 +9%
RW
4
RVW Wealth
California
$32M +$108K +1,211 +0.3%
LPL Financial
5
LPL Financial
California
$19.9M +$2.53M +28,468 +14%
Bank of America
6
Bank of America
North Carolina
$15.5M +$313K +3,523 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.79M -$121K -1,363 -2%
UBS Group
8
UBS Group
Switzerland
$5.56M +$199K +2,238 +4%
Wells Fargo
9
Wells Fargo
California
$5.12M -$102K -1,152 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.17M -$223K -2,514 -6%
GM
11
GeoWealth Management
Illinois
$3.02M +$3.07M +34,565 New
IRC
12
Investors Research Corp
Georgia
$2.71M -$11.3K -127 -0.4%
Truist Financial
13
Truist Financial
North Carolina
$2.64M -$557K -6,268 -17%
RCA
14
Resonant Capital Advisors
Wisconsin
$1.73M -$41.3K -465 -2%
PAG
15
Private Advisor Group
New Jersey
$1.55M -$6.13M -69,011 -80%
KA
16
Klingman & Associates
New York
$1.17M -$3.46K -39 -0.3%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.07M +$3.2K +36 +0.3%
NA
18
NewEdge Advisors
Louisiana
$1.02M -$9.14K -103 -0.9%
Citadel Advisors
19
Citadel Advisors
Florida
$988K +$1.01M +11,321 New
Ameriprise
20
Ameriprise
Minnesota
$986K +$125K +1,408 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$978K -$1.99M -22,457 -67%
SCA
22
Snowden Capital Advisors
New York
$925K
FHC
23
First Heartland Consultants
Missouri
$917K -$235K -2,651 -20%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$805K -$3.46K -39 -0.4%
NFG
25
Nations Financial Group
Iowa
$799K