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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

72 hedge funds and large institutions have $236M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.5M
2
FFW
2
Fusion Family Wealth
New York
$38.7M
3
LPL Financial
3
LPL Financial
California
$31.2M
4
EH
4
Equitable Holdings
New York
$2.02M
5
RJA
5
Raymond James & Associates
Florida
$2.37M

Top Sellers

1
RW
1
RVW Wealth
California
$20.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$947K
5
Bank of America
5
Bank of America
North Carolina
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61M 710,679 +15,110 +2%
FFW
2
Fusion Family Wealth
New York
$38.7M 451,202 +62,731 +16%
LPL Financial
3
LPL Financial
California
$31.2M 363,670 +37,923 +12%
RW
4
RVW Wealth
California
$20.4M 237,540 -103,379 -30%
Bank of America
5
Bank of America
North Carolina
$14M 163,599 -5,463 -3%
Wells Fargo
6
Wells Fargo
California
$12.5M 145,005 +81,469 +128%
RCA
7
Resonant Capital Advisors
Wisconsin
$7.2M 83,827 +3,274 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.1M 71,077 +1,613 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.98M 69,686 -17,609 -20%
UBS Group
10
UBS Group
Switzerland
$4.47M 52,003 +372 +0.7%
GIA
11
GHP Investment Advisors
Colorado
$2.68M 31,244 -1,539 -5%
IRC
12
Investors Research Corp
Georgia
$2.62M 30,530 -19 -0.1%
RJA
13
Raymond James & Associates
Florida
$2.37M 27,633 +18,397 +199%
EH
14
Equitable Holdings
New York
$2.02M 23,544 +23,544 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.81M 21,130 +9,833 +87%
Ameriprise
16
Ameriprise
Minnesota
$1.74M 20,381 +1,994 +11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.61M 18,729 +9,001 +93%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.14M 13,282 -1,885 -12%
NA
19
NewEdge Advisors
Louisiana
$1.11M 12,967 +657 +5%
KA
20
Klingman & Associates
New York
$1.11M 12,954 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$981K 11,425 +2,189 +24%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$947K 11,032 -5,483 -33%
SCA
23
Snowden Capital Advisors
New York
$896K 10,432 – –
AA
24
Ancora Advisors
Ohio
$848K 9,878 +2,763 +39%
NFG
25
Nations Financial Group
Iowa
$782K 9,112 – –
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