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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.5M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$5.28M
3
FFW
3
Fusion Family Wealth
New York
$34.4M
4
Ameriprise
4
Ameriprise
Minnesota
$4.49M
5
LPL Financial
5
LPL Financial
California
$20.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.32M
2
WA
2
Win Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$30.4M
4
C
4
CEDRUS
Colorado
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFW
1
Fusion Family Wealth
New York
$34.4M 439,908 +39,800 +10%
Morgan Stanley
2
Morgan Stanley
New York
$30.4M 388,180 -30,584 -7%
RW
3
RVW Wealth
California
$29.1M 371,349 +4,626 +1%
LPL Financial
4
LPL Financial
California
$20.3M 258,988 +11,427 +5%
Bank of America
5
Bank of America
North Carolina
$14.3M 182,531 -643 -0.4%
Wells Fargo
6
Wells Fargo
California
$10.5M 134,010 +75,432 +129%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.7M 72,790 -4,086 -5%
UBS Group
8
UBS Group
Switzerland
$5.37M 68,607 -7,287 -10%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.32M 67,927 -250,782 -79%
RCA
10
Resonant Capital Advisors
Wisconsin
$5.28M 67,447 +51,190 +315%
Ameriprise
11
Ameriprise
Minnesota
$4.49M 56,968 +22,125 +63%
ES
12
Eagle Strategies
New York
$3.25M 41,457 +6,809 +20%
GIA
13
GHP Investment Advisors
Colorado
$2.63M 33,587 -266 -0.8%
IRC
14
Investors Research Corp
Georgia
$2.4M 30,592 -115 -0.4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.78M 22,688 -4,347 -16%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.34M 17,143 -7 -0%
PAG
17
Private Advisor Group
New Jersey
$1.3M 16,659 +1,135 +7%
KA
18
Klingman & Associates
New York
$1.01M 12,954 – –
NA
19
NewEdge Advisors
Louisiana
$947K 12,101 -336 -3%
SCA
20
Snowden Capital Advisors
New York
$816K 10,432 -40 -0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$735K 9,390 -132 -1%
MFGM
22
Marshall Financial Group (Maryland)
Maryland
$733K 9,358 +525 +6%
NFG
23
Nations Financial Group
Iowa
$716K 9,147 – –
RJA
24
Raymond James & Associates
Florida
$715K 9,132 +312 +4%
CA
25
Cetera Advisors
Colorado
$649K 8,286 +476 +6%
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