We are live on ! Find out more
RWK icon

Invesco S&P MidCap 400 Revenue ETF

127 hedge funds and large institutions have $725M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

9% more funds holding

Funds holding: 117127 (+10)

1.72% more ownership

Funds ownership: 67.46%69.18% (+1.7%)

3% more capital invested

Capital invested by funds: $701M → $725M (+$24.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
51
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M +$8.12M +64,763 +7%
Ameriprise
2
Ameriprise
Minnesota
$82.1M +$9.23M +73,636 +13%
LPL Financial
3
LPL Financial
California
$76.3M +$2.29M +18,274 +3%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$68.4M +$2.92M +23,259 +4%
FFW
5
Fusion Family Wealth
New York
$68M +$2.28M +18,153 +3%
Wells Fargo
6
Wells Fargo
California
$36.4M +$4.27M +34,104 +13%
Bank of America
7
Bank of America
North Carolina
$35.3M +$3.2M +25,537 +10%
RCA
8
Resonant Capital Advisors
Wisconsin
$20.8M +$653K +5,214 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$16.8M +$357K +2,846 +2%
RW
10
RVW Wealth
California
$16.5M -$779K -6,212 -5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$15M -$252K -2,008 -2%
UBS Group
12
UBS Group
Switzerland
$9.75M -$920K -7,340 -9%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.47M -$20.7M -165,299 -69%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.43M +$45.4K +362 +0.5%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$8.44M -$325K -2,594 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.72M -$521K -4,155 -6%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$6.64M +$1.39M +11,055 +27%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.32M -$5.26K -42 -0.1%
IAG
19
Ipsen Advisor Group
Arkansas
$5.77M +$60.9K +486 +1%
EWA
20
EverSource Wealth Advisors
Alabama
$5.62M -$63.3K -505 -1%
NL
21
NWAM LLC
Washington
$5.49M +$227K +1,814 +5%
PAG
22
Private Advisor Group
New Jersey
$4.6M -$156K -1,248 -3%
MSWA
23
Marshall & Sterling Wealth Advisors
New York
$4.46M +$7.39K +59 +0.2%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.42M -$981K -7,829 -18%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$4.26M +$220K +1,753 +5%