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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

105 hedge funds and large institutions have $496M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
50
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Ameriprise
2
Ameriprise
Minnesota
$13.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.55M
4
PAG
4
Private Advisory Group
Washington
$5.32M
5
ES
5
Eagle Strategies
New York
$4.22M

Top Sellers

1
FA
1
Fermata Advisors
California
$379K
2
AA
2
AlphaQ Advisors
Florida
$0
3
NL
3
NWAM LLC
Washington
$0
4
SL
4
Systelligence LLC
Minnesota
$14.3M
5
RW
5
RVW Wealth
California
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$103M 936,391 +249,205 +36%
LPL Financial
2
LPL Financial
California
$63.6M 578,976 +35,104 +6%
FFW
3
Fusion Family Wealth
New York
$50.6M 461,258 +1,615 +0.4%
Wells Fargo
4
Wells Fargo
California
$36.4M 331,775 +5,918 +2%
Bank of America
5
Bank of America
North Carolina
$19.1M 173,560 -930 -0.5%
RW
6
RVW Wealth
California
$17.1M 156,042 -12,412 -7%
RCA
7
Resonant Capital Advisors
Wisconsin
$16.1M 146,348 +10,161 +7%
SL
8
Systelligence LLC
Minnesota
$14.3M 130,465 -12,749 -9%
Ameriprise
9
Ameriprise
Minnesota
$13.9M 126,546 +77,001 +155%
UBS Group
10
UBS Group
Switzerland
$13.4M 121,879 +3,041 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.4M 113,307 -1,505 -1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$10.2M 92,743 +29,029 +46%
RJA
13
Raymond James & Associates
Florida
$9.38M 85,465 +2,464 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.89M 71,912 +685 +1%
PAG
15
Private Advisor Group
New Jersey
$6.73M 61,300 +1,320 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$6.55M 59,643 +56,438 +1,761%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.62M 51,155 +5,329 +12%
SWA
18
Stratos Wealth Advisors
Ohio
$5.46M 49,737 +2,262 +5%
PAG
19
Private Advisory Group
Washington
$5.32M 48,484 +48,484 New
AC
20
Anson Capital
Georgia
$5.28M 48,136 +5,633 +13%
ES
21
Eagle Strategies
New York
$4.22M 38,402 +38,402 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.28M 29,873 +6,701 +29%
SA
23
Sanctuary Advisors
Indiana
$3.26M 29,842 +29,842 New
GIA
24
GHP Investment Advisors
Colorado
$3.03M 27,611 -79 -0.3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$2.99M 27,197 +27,197 New
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