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Invesco S&P MidCap 400 Revenue ETF

117 hedge funds and large institutions have $539M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
42
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M +$1.9M +16,216 +2%
LPL Financial
2
LPL Financial
California
$69.7M -$3.88M -33,216 -5%
FFW
3
Fusion Family Wealth
New York
$61M -$45.4K -388 -0.1%
Wells Fargo
4
Wells Fargo
California
$32M -$6.29M -53,774 -16%
Osaic Holdings
5
Osaic Holdings
Arizona
$27.8M -$1.51M -13,015 -5%
Bank of America
6
Bank of America
North Carolina
$20.5M +$542K +4,633 +3%
RCA
7
Resonant Capital Advisors
Wisconsin
$18.9M -$92.5K -791 -0.5%
RW
8
RVW Wealth
California
$16.1M -$28.2K -241 -0.2%
PA
9
Prism Advisors
California
$15.9M -$5.48M -46,861 -26%
Raymond James Financial
10
Raymond James Financial
Florida
$14.8M +$1.48M +12,639 +11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$327K +2,799 +2%
Ameriprise
12
Ameriprise
Minnesota
$12.1M -$6.99M -59,783 -37%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.5M +$1.36M +11,627 +15%
UBS Group
14
UBS Group
Switzerland
$9.42M -$1.85M -15,801 -16%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$7.89M +$333K +2,733 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.78M -$375K -3,210 -5%
ES
17
Eagle Strategies
New York
$5.46M +$149K +1,275 +3%
IAG
18
Ipsen Advisor Group
Arkansas
$5.22M +$241K +2,061 +5%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.83M +$1.82M +15,593 +61%
PAG
20
Private Advisor Group
New Jersey
$4.63M -$3.71M -31,731 -44%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.31M +$1.76M +15,059 +69%
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$4.1M -$25K -214 -0.6%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.86M +$797K +6,802 +26%
AFP
24
Ausdal Financial Partners
Iowa
$3.03M -$220K -1,886 -7%
GIA
25
GHP Investment Advisors
Colorado
$2.98M -$83.3K -713 -3%