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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

107 hedge funds and large institutions have $453M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
44
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.7M
2
LPL Financial
2
LPL Financial
California
$62.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.7M
5
Ameriprise
5
Ameriprise
Minnesota
$5.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.1M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
ES
3
Eagle Strategies
New York
$0
4
GS
4
GTS Securities
New York
$379K
5
FA
5
Fermata Advisors
California
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$79.1M 687,186 -636,038 -48%
LPL Financial
2
LPL Financial
California
$62.6M 543,872 +38,874 +8%
FFW
3
Fusion Family Wealth
New York
$52.9M 459,643 +8,097 +2%
Wells Fargo
4
Wells Fargo
California
$37.5M 325,857 -572 -0.2%
Bank of America
5
Bank of America
North Carolina
$20.1M 174,490 +3,494 +2%
RW
6
RVW Wealth
California
$19.4M 168,454 -4,610 -3%
SL
7
Systelligence LLC
Minnesota
$16.5M 143,214 -628 -0.4%
RCA
8
Resonant Capital Advisors
Wisconsin
$15.7M 136,187 +6,304 +5%
UBS Group
9
UBS Group
Switzerland
$13.7M 118,838 +43,456 +58%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.2M 114,812 +16,584 +17%
RJA
11
Raymond James & Associates
Florida
$9.55M 83,001 -2,060 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.2M 71,227 +597 +0.8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$7.33M 63,714 +12,804 +25%
PAG
14
Private Advisor Group
New Jersey
$6.9M 59,980 +2,645 +5%
Ameriprise
15
Ameriprise
Minnesota
$5.7M 49,545 +14,235 +40%
SWA
16
Stratos Wealth Advisors
Ohio
$5.46M 47,475 +2,374 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.28M 45,826 +6,238 +16%
FA
18
Fermata Advisors
California
$5.06M 43,972 -16,447 -27%
AC
19
Anson Capital
Georgia
$4.89M 42,503 +2,419 +6%
IRC
20
Investors Research Corp
Georgia
$3.2M 27,812 -285 -1%
GIA
21
GHP Investment Advisors
Colorado
$3.19M 27,690 -469 -2%
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.84M 24,704 +2,632 +12%
ACP
23
Aveo Capital Partners
Colorado
$2.74M 24,933 -9,225 -27%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.67M 23,172 +8,671 +60%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.54M 22,049 +3,818 +21%
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