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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

88 hedge funds and large institutions have $332M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
39
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$14.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$50.9M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
FA
4
Fermata Advisors
California
$5.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.8M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$832K
3
9WM
3
9258 Wealth Management
Ohio
$483K
4
GS
4
GTS Securities
New York
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.9M 542,752 +94,568 +21%
FFW
2
Fusion Family Wealth
New York
$42.9M 457,580 +386 +0.1%
LPL Financial
3
LPL Financial
California
$40.1M 427,246 +74,657 +21%
Wells Fargo
4
Wells Fargo
California
$23.4M 248,915 +41,535 +20%
RW
5
RVW Wealth
California
$17.7M 188,525 -3,507 -2%
Bank of America
6
Bank of America
North Carolina
$17M 181,574 +17,392 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$15.8M 168,166 +61,241 +57%
SL
8
Systelligence LLC
Minnesota
$14.6M 155,564 +155,564 New
RCA
9
Resonant Capital Advisors
Wisconsin
$11.6M 123,440 +1,566 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.91M 84,283 +14,701 +21%
RJA
11
Raymond James & Associates
Florida
$7.67M 81,725 +19,015 +30%
UBS Group
12
UBS Group
Switzerland
$6.51M 69,357 +15,605 +29%
FA
13
Fermata Advisors
California
$5.98M 63,706 +63,706 New
GM
14
GeoWealth Management
Illinois
$4.73M 50,366 +50,366 New
SWA
15
Stratos Wealth Advisors
Ohio
$4.17M 44,417 +2,118 +5%
PAG
16
Private Advisor Group
New Jersey
$3.52M 37,480 +24,069 +179%
PAG
17
Private Advisory Group
Washington
$3.49M 37,239 +37,239 New
ACP
18
Aveo Capital Partners
Colorado
$3.33M 35,443 +142 +0.4%
AC
19
Anson Capital
Georgia
$3.21M 34,245 +1,134 +3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.08M 32,780 +16,199 +98%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.86M 30,523 +13,200 +76%
ES
22
Eagle Strategies
New York
$2.71M 28,838 +1,096 +4%
IRC
23
Investors Research Corp
Georgia
$2.66M 28,316 -1,227 -4%
GIA
24
GHP Investment Advisors
Colorado
$2.6M 28,704 -316 -1%
Ameriprise
25
Ameriprise
Minnesota
$2.55M 27,098 +957 +4%
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