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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

120 hedge funds and large institutions have $598M invested in Invesco S&P MidCap 400 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
24
Increased
45
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.6M
3
SF
3
Seros Financial
Arizona
$7.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
IAG
5
Ipsen Advisor Group
Arkansas
$4.75M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$13.2M
2
RW
2
RVW Wealth
California
$16.7M
3
GS
3
GTS Securities
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$123M 1,061,474 +52,915 +5%
LPL Financial
2
LPL Financial
California
$64.8M 557,460 -59 -0%
FFW
3
Fusion Family Wealth
New York
$58.6M 503,385 +20,164 +4%
Wells Fargo
4
Wells Fargo
California
$40.4M 347,171 +24,004 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$27.6M 237,469 +120,755 +103%
PA
6
Prism Advisors
California
$21.8M 187,246 +35,080 +23%
Bank of America
7
Bank of America
North Carolina
$19.4M 167,034 -1,180 -0.7%
RCA
8
Resonant Capital Advisors
Wisconsin
$18M 154,708 +2,979 +2%
Ameriprise
9
Ameriprise
Minnesota
$17.1M 146,845 -450 -0.3%
RW
10
RVW Wealth
California
$16.7M 143,392 -11,149 -7%
Raymond James Financial
11
Raymond James Financial
Florida
$14.1M 121,034 +121,034 New
SL
12
Systelligence LLC
Minnesota
$13.2M 113,311 -25,018 -18%
UBS Group
13
UBS Group
Switzerland
$11.3M 97,165 -4,163 -4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$11.2M 96,628 -4,670 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.13M 69,903 +7,305 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.05M 69,280 -221 -0.3%
SF
17
Seros Financial
Arizona
$7.77M 70,738 +70,738 New
PAG
18
Private Advisor Group
New Jersey
$7.48M 64,377 +500 +0.8%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$7.12M 61,257 +941 +2%
SWA
20
Stratos Wealth Advisors
Ohio
$6.18M 53,200 +3,242 +6%
AC
21
Anson Capital
Georgia
$5.47M 47,098 -697 -1%
ES
22
Eagle Strategies
New York
$4.93M 42,402 +2,967 +8%
IAG
23
Ipsen Advisor Group
Arkansas
$4.75M 40,839 +40,839 New
MSWA
24
Marshall & Sterling Wealth Advisors
New York
$4.12M 35,410 +35,410 New
SA
25
Sanctuary Advisors
Indiana
$3.36M 27,306 -311 -1%
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