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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

108 hedge funds and large institutions have $550M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
48
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Prism Advisors
California
$17.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
FFW
3
Fusion Family Wealth
New York
$56.2M
4
Ameriprise
4
Ameriprise
Minnesota
$17.1M
5
NL
5
NWAM LLC
Washington
$2.18M

Top Sellers

1
PAG
1
Private Advisory Group
Washington
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
LPL Financial
3
LPL Financial
California
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$11.8M
5
Wells Fargo
5
Wells Fargo
California
$37.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$117M 1,008,559 +72,168 +8%
LPL Financial
2
LPL Financial
California
$64.9M 557,519 -21,457 -4%
FFW
3
Fusion Family Wealth
New York
$56.2M 483,221 +21,963 +5%
Wells Fargo
4
Wells Fargo
California
$37.6M 323,167 -8,608 -3%
Bank of America
5
Bank of America
North Carolina
$19.6M 168,214 -5,346 -3%
RW
6
RVW Wealth
California
$18M 154,541 -1,501 -1%
PA
7
Prism Advisors
California
$17.7M 152,166 +152,166 New
RCA
8
Resonant Capital Advisors
Wisconsin
$17.6M 151,729 +5,381 +4%
Ameriprise
9
Ameriprise
Minnesota
$17.1M 147,295 +20,749 +16%
SL
10
Systelligence LLC
Minnesota
$16.1M 138,329 +7,864 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$13.6M 116,714 +3,407 +3%
UBS Group
12
UBS Group
Switzerland
$11.8M 101,328 -20,551 -17%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$11.8M 101,298 +8,555 +9%
RJA
14
Raymond James & Associates
Florida
$10.8M 92,784 +7,319 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.09M 69,501 -2,411 -3%
PAG
16
Private Advisor Group
New Jersey
$7.43M 63,877 +2,577 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.28M 62,598 +11,443 +22%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$7.02M 60,316 +673 +1%
SWA
19
Stratos Wealth Advisors
Ohio
$5.81M 49,958 +221 +0.4%
AC
20
Anson Capital
Georgia
$5.56M 47,795 -341 -0.7%
ES
21
Eagle Strategies
New York
$4.59M 39,435 +1,033 +3%
SA
22
Sanctuary Advisors
Indiana
$3.44M 27,617 -2,225 -7%
GIA
23
GHP Investment Advisors
Colorado
$3.19M 27,420 -191 -0.7%
FCMA
24
Foresight Capital Management Advisors
Michigan
$3.19M 27,392 +11,665 +74%
ACP
25
Aveo Capital Partners
Colorado
$3.17M 27,245 +1,820 +7%
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