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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

80 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
31
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$11.1M
2
SWA
2
Stratos Wealth Advisors
Ohio
$4M
3
RJA
3
Raymond James & Associates
Florida
$5.74M
4
Wells Fargo
4
Wells Fargo
California
$16.3M
5
9WM
5
9258 Wealth Management
Ohio
$2.58M

Top Sellers

1
RW
1
RVW Wealth
California
$18.3M
2
LPL Financial
2
LPL Financial
California
$30.2M
3
EH
3
Equitable Holdings
New York
$314K
4
Morgan Stanley
4
Morgan Stanley
New York
$63.1M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.1M 696,136 -14,543 -2%
FFW
2
Fusion Family Wealth
New York
$40.9M 450,872 -330 -0.1%
LPL Financial
3
LPL Financial
California
$30.2M 333,533 -30,137 -8%
RW
4
RVW Wealth
California
$18.3M 202,033 -35,507 -15%
Bank of America
5
Bank of America
North Carolina
$17.1M 188,913 +25,314 +15%
Wells Fargo
6
Wells Fargo
California
$16.3M 180,216 +35,211 +24%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.1M 122,788 +51,711 +73%
RCA
8
Resonant Capital Advisors
Wisconsin
$8.07M 89,031 +5,204 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7M 77,256 +7,570 +11%
RJA
10
Raymond James & Associates
Florida
$5.74M 63,288 +35,655 +129%
UBS Group
11
UBS Group
Switzerland
$5.01M 55,236 +3,233 +6%
SWA
12
Stratos Wealth Advisors
Ohio
$4M 44,131 +44,131 New
GIA
13
GHP Investment Advisors
Colorado
$2.8M 30,844 -400 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.75M 30,373 +11,644 +62%
IRC
15
Investors Research Corp
Georgia
$2.67M 29,500 -1,030 -3%
9WM
16
9258 Wealth Management
Ohio
$2.58M 28,525 +28,525 New
Ameriprise
17
Ameriprise
Minnesota
$2.33M 25,699 +5,318 +26%
FA
18
Fermata Advisors
California
$2.07M 22,795 +22,795 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$2.05M 22,652 +22,652 New
MML Investors Services
20
MML Investors Services
Massachusetts
$1.92M 21,192 +62 +0.3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.56M 17,162 +10,956 +177%
AC
22
Anson Capital
Georgia
$1.41M 15,597 +15,597 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.35M 14,935 +3,903 +35%
PAG
24
Private Advisor Group
New Jersey
$1.2M 13,265 -1,876 -12%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.2M 13,254 -28 -0.2%
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