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Invesco S&P MidCap 400 Revenue ETF

70 hedge funds and large institutions have $194M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.57% less ownership

Funds ownership: 60.95%60.38% (-0.57%)

10% less funds holding

Funds holding: 7870 (-8)

23% less capital invested

Capital invested by funds: $252M → $194M (-$58.5M)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
1
Fusion Family Wealth
New York
$34.4M +$3.43M +39,800 +10%
Morgan Stanley
2
Morgan Stanley
New York
$30.4M -$2.63M -30,584 -7%
RW
3
RVW Wealth
California
$29.1M +$398K +4,626 +1%
LPL Financial
4
LPL Financial
California
$20.3M +$984K +11,427 +5%
Bank of America
5
Bank of America
North Carolina
$14.3M -$55.4K -643 -0.4%
Wells Fargo
6
Wells Fargo
California
$10.5M +$6.49M +75,432 +129%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.7M -$352K -4,086 -5%
UBS Group
8
UBS Group
Switzerland
$5.37M -$627K -7,287 -10%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.32M -$21.6M -250,782 -79%
RCA
10
Resonant Capital Advisors
Wisconsin
$5.28M +$4.41M +51,190 +315%
Ameriprise
11
Ameriprise
Minnesota
$4.49M +$1.9M +22,125 +63%
ES
12
Eagle Strategies
New York
$3.25M +$586K +6,809 +20%
GIA
13
GHP Investment Advisors
Colorado
$2.63M -$22.9K -266 -0.8%
IRC
14
Investors Research Corp
Georgia
$2.4M -$9.9K -115 -0.4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$374K -4,347 -16%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.34M -$603 -7 -0%
PAG
17
Private Advisor Group
New Jersey
$1.3M +$97.7K +1,135 +7%
KA
18
Klingman & Associates
New York
$1.01M
NA
19
NewEdge Advisors
Louisiana
$947K -$28.9K -336 -3%
SCA
20
Snowden Capital Advisors
New York
$816K -$3.44K -40 -0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$735K -$11.4K -132 -1%
MFGM
22
Marshall Financial Group (Maryland)
Maryland
$733K +$45.2K +525 +6%
NFG
23
Nations Financial Group
Iowa
$716K
RJA
24
Raymond James & Associates
Florida
$715K +$26.9K +312 +4%
CA
25
Cetera Advisors
Colorado
$649K +$41K +476 +6%