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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

102 hedge funds and large institutions have $468M invested in Invesco S&P MidCap 400 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
36
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
LPL Financial
2
LPL Financial
California
$53M
3
Wells Fargo
3
Wells Fargo
California
$34.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$4.11M
5
GS
5
GTS Securities
New York
$2.92M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M
2
GM
2
GeoWealth Management
Illinois
$0
3
PAG
3
Private Advisory Group
Washington
$0
4
RW
4
RVW Wealth
California
$18.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$139M 1,323,224 +780,472 +144%
LPL Financial
2
LPL Financial
California
$53M 504,998 +77,752 +18%
FFW
3
Fusion Family Wealth
New York
$47.4M 451,546 -6,034 -1%
Wells Fargo
4
Wells Fargo
California
$34.3M 326,429 +77,514 +31%
RW
5
RVW Wealth
California
$18.2M 173,064 -15,461 -8%
Bank of America
6
Bank of America
North Carolina
$18M 170,996 -10,578 -6%
SL
7
Systelligence LLC
Minnesota
$15.1M 143,842 -11,722 -8%
RCA
8
Resonant Capital Advisors
Wisconsin
$13.6M 129,883 +6,443 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.3M 98,228 -69,938 -42%
RJA
10
Raymond James & Associates
Florida
$8.93M 85,061 +3,336 +4%
UBS Group
11
UBS Group
Switzerland
$7.92M 75,382 +6,025 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.42M 70,630 -13,653 -16%
FA
13
Fermata Advisors
California
$6.35M 60,419 -3,287 -5%
PAG
14
Private Advisor Group
New Jersey
$6.02M 57,335 +19,855 +53%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.35M 50,910 +18,130 +55%
SWA
16
Stratos Wealth Advisors
Ohio
$4.74M 45,101 +684 +2%
AC
17
Anson Capital
Georgia
$4.21M 40,084 +5,839 +17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.16M 39,588 +9,065 +30%
RWA
19
Redhawk Wealth Advisors
Minnesota
$4.11M 39,100 +39,100 New
Ameriprise
20
Ameriprise
Minnesota
$3.73M 35,310 +8,212 +30%
ACP
21
Aveo Capital Partners
Colorado
$3.59M 34,158 -1,285 -4%
ES
22
Eagle Strategies
New York
$3.14M 29,926 +1,088 +4%
GIA
23
GHP Investment Advisors
Colorado
$2.96M 28,159 -545 -2%
IRC
24
Investors Research Corp
Georgia
$2.95M 28,097 -219 -0.8%
GS
25
GTS Securities
New York
$2.92M 27,849 +27,849 New
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