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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

74 hedge funds and large institutions have $201M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 2 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.8M
2
LPL Financial
2
LPL Financial
California
$24.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.5M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$5.99M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$840K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.73M
2
FFW
2
Fusion Family Wealth
New York
$33.9M
3
ES
3
Eagle Strategies
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$1.37M
5
RW
5
RVW Wealth
California
$25.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.8M 695,569 +307,389 +79%
FFW
2
Fusion Family Wealth
New York
$33.9M 388,471 -51,437 -12%
RW
3
RVW Wealth
California
$25.4M 340,919 -30,430 -8%
LPL Financial
4
LPL Financial
California
$24.2M 325,747 +66,759 +26%
Bank of America
5
Bank of America
North Carolina
$12.6M 169,062 -13,469 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.5M 87,295 +14,505 +20%
RCA
7
Resonant Capital Advisors
Wisconsin
$5.99M 80,553 +13,106 +19%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.17M 69,464 +1,537 +2%
Wells Fargo
9
Wells Fargo
California
$4.73M 63,536 -70,474 -53%
UBS Group
10
UBS Group
Switzerland
$3.84M 51,631 -16,976 -25%
GIA
11
GHP Investment Advisors
Colorado
$2.44M 32,783 -804 -2%
IRC
12
Investors Research Corp
Georgia
$2.27M 30,549 -43 -0.1%
Ameriprise
13
Ameriprise
Minnesota
$1.37M 18,387 -38,581 -68%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.23M 16,515 -6,173 -27%
PAG
15
Private Advisor Group
New Jersey
$1.19M 16,039 -620 -4%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.13M 15,167 -1,976 -12%
KA
17
Klingman & Associates
New York
$964K 12,954 – –
NA
18
NewEdge Advisors
Louisiana
$916K 12,310 +209 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$865K 11,627 +4,958 +74%
MML Investors Services
20
MML Investors Services
Massachusetts
$840K 11,297 +6,515 +136%
SCA
21
Snowden Capital Advisors
New York
$776K 10,432 – –
Citadel Advisors
22
Citadel Advisors
Florida
$745K 10,013 +5,149 +106%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$724K 9,728 +4,760 +96%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$687K 9,236 -154 -2%
RJA
25
Raymond James & Associates
Florida
$687K 9,236 +104 +1%
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