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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

85 hedge funds and large institutions have $273M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
31
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aveo Capital Partners
Colorado
$3.39M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$11.7M
3
ES
3
Eagle Strategies
New York
$2.67M
4
Wells Fargo
4
Wells Fargo
California
$19.9M
5
LPL Financial
5
LPL Financial
California
$33.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$15.8M
3
FA
3
Fermata Advisors
California
$0
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$411K
5
9WM
5
9258 Wealth Management
Ohio
$978K
Name Market Value Shares Shares
Change 		Shares
Change %
FFW
1
Fusion Family Wealth
New York
$43.9M 457,194 +6,322 +1%
Morgan Stanley
2
Morgan Stanley
New York
$43.1M 448,184 -247,952 -36%
LPL Financial
3
LPL Financial
California
$33.9M 352,589 +19,056 +6%
Wells Fargo
4
Wells Fargo
California
$19.9M 207,380 +27,164 +15%
RW
5
RVW Wealth
California
$18.4M 192,032 -10,001 -5%
Bank of America
6
Bank of America
North Carolina
$15.8M 164,182 -24,731 -13%
RCA
7
Resonant Capital Advisors
Wisconsin
$11.7M 121,874 +32,843 +37%
Osaic Holdings
8
Osaic Holdings
Arizona
$10.3M 106,925 -15,863 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.69M 69,582 -7,674 -10%
RJA
10
Raymond James & Associates
Florida
$6.02M 62,710 -578 -0.9%
UBS Group
11
UBS Group
Switzerland
$5.16M 53,752 -1,484 -3%
SWA
12
Stratos Wealth Advisors
Ohio
$4.06M 42,299 -1,832 -4%
ACP
13
Aveo Capital Partners
Colorado
$3.39M 35,301 +35,301 New
AC
14
Anson Capital
Georgia
$3.18M 33,111 +17,514 +112%
GIA
15
GHP Investment Advisors
Colorado
$2.86M 29,020 -1,824 -6%
IRC
16
Investors Research Corp
Georgia
$2.84M 29,543 +43 +0.1%
ES
17
Eagle Strategies
New York
$2.67M 27,742 +27,742 New
Ameriprise
18
Ameriprise
Minnesota
$2.51M 26,141 +442 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.01M 20,882 -9,491 -31%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.66M 17,323 +4,572 +36%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.59M 16,581 +1,646 +11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.56M 16,200 -962 -6%
SPC
23
Sigma Planning Corp
Michigan
$1.32M 13,731 +897 +7%
KA
24
Klingman & Associates
New York
$1.32M 13,694 +740 +6%
PAG
25
Private Advisor Group
New Jersey
$1.29M 13,411 +146 +1%
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