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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

116 hedge funds and large institutions have $519M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
10
Increased
51
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$67.9M
2
GWM
2
Geneos Wealth Management
Colorado
$3.31M
3
FFW
3
Fusion Family Wealth
New York
$56.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$12.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
SL
2
Systelligence LLC
Minnesota
$0
3
SF
3
Seros Financial
Arizona
$0
4
SWA
4
Stratos Wealth Advisors
Ohio
$425K
5
AC
5
Anson Capital
Georgia
$751K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91.2M 845,544 -215,930 -20%
LPL Financial
2
LPL Financial
California
$67.9M 629,256 +71,796 +13%
FFW
3
Fusion Family Wealth
New York
$56.4M 522,528 +19,143 +4%
Wells Fargo
4
Wells Fargo
California
$35.3M 327,582 -19,589 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$27.2M 251,905 +14,436 +6%
PA
6
Prism Advisors
California
$19.8M 183,263 -3,983 -2%
Bank of America
7
Bank of America
North Carolina
$18.4M 170,872 +3,838 +2%
Ameriprise
8
Ameriprise
Minnesota
$17.6M 163,409 +16,564 +11%
RCA
9
Resonant Capital Advisors
Wisconsin
$17.5M 162,537 +7,829 +5%
RW
10
RVW Wealth
California
$14.9M 137,720 -5,672 -4%
Raymond James Financial
11
Raymond James Financial
Florida
$12.3M 113,727 -7,307 -6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$12.2M 113,252 +16,624 +17%
UBS Group
13
UBS Group
Switzerland
$10.4M 96,392 -773 -0.8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.44M 78,212 +8,309 +12%
PAG
15
Private Advisor Group
New Jersey
$7.7M 71,349 +6,972 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.52M 69,722 +442 +0.6%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$6.69M 62,016 +759 +1%
ES
18
Eagle Strategies
New York
$4.9M 45,407 +3,005 +7%
IAG
19
Ipsen Advisor Group
Arkansas
$4.6M 42,630 +1,791 +4%
MSWA
20
Marshall & Sterling Wealth Advisors
New York
$3.81M 35,327 -83 -0.2%
GWM
21
Geneos Wealth Management
Colorado
$3.31M 30,663 +19,963 +187%
ACP
22
Aveo Capital Partners
Colorado
$3.16M 29,185 +3,876 +15%
AFP
23
Ausdal Financial Partners
Iowa
$3M 27,817 +7,755 +39%
GIA
24
GHP Investment Advisors
Colorado
$2.82M 26,185 -686 -3%
PWM
25
Perigon Wealth Management
California
$2.82M 26,142 -225 -0.9%
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