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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 $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.

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
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$35.7M
2
GM
2
GeoWealth Management
Illinois
$3.02M
3
FFW
3
Fusion Family Wealth
New York
$33.9M
4
LPL Financial
4
LPL Financial
California
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$988K

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
PAG
2
Private Advisor Group
New Jersey
$1.55M
3
SWM
3
Spire Wealth Management
Virginia
$112K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$978K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.5M 418,079 +4,633 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$35.7M 409,279 +43,827 +12%
FFW
3
Fusion Family Wealth
New York
$33.9M 388,471 +33,134 +9%
RW
4
RVW Wealth
California
$32M 367,026 +1,211 +0.3%
LPL Financial
5
LPL Financial
California
$19.9M 228,479 +28,468 +14%
Bank of America
6
Bank of America
North Carolina
$15.5M 177,600 +3,523 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.8M 77,879 -1,363 -2%
UBS Group
8
UBS Group
Switzerland
$5.56M 63,724 +2,238 +4%
Wells Fargo
9
Wells Fargo
California
$5.12M 58,690 -1,152 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.17M 36,341 -2,514 -6%
GM
11
GeoWealth Management
Illinois
$3.02M 34,565 +34,565 New
IRC
12
Investors Research Corp
Georgia
$2.72M 31,121 -127 -0.4%
Truist Financial
13
Truist Financial
North Carolina
$2.64M 30,314 -6,268 -17%
RCA
14
Resonant Capital Advisors
Wisconsin
$1.73M 19,818 -465 -2%
PAG
15
Private Advisor Group
New Jersey
$1.55M 17,788 -69,011 -80%
KA
16
Klingman & Associates
New York
$1.17M 13,394 -39 -0.3%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.07M 12,314 +36 +0.3%
NA
18
NewEdge Advisors
Louisiana
$1.02M 11,720 -103 -0.9%
Citadel Advisors
19
Citadel Advisors
Florida
$988K 11,321 +11,321 New
Ameriprise
20
Ameriprise
Minnesota
$986K 11,305 +1,408 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$978K 11,215 -22,457 -67%
SCA
22
Snowden Capital Advisors
New York
$925K 10,605 – –
FHC
23
First Heartland Consultants
Missouri
$917K 10,510 -2,651 -20%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$805K 9,230 -39 -0.4%
NFG
25
Nations Financial Group
Iowa
$799K 9,157 – –
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