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Invesco S&P MidCap 400 Revenue ETF

138 hedge funds and large institutions have $769M invested in Invesco S&P MidCap 400 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 127138 (+11)

6% more capital invested

Capital invested by funds: $725M → $769M (+$43.5M)

0.38% more ownership

Funds ownership: 69.18%69.57% (+0.38%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
56
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$123M +$3.09M +23,406 +2%
LPL Financial
2
LPL Financial
California
$80.2M +$2.9M +21,945 +4%
Ameriprise
3
Ameriprise
Minnesota
$75.6M -$7.87M -59,577 -9%
FFW
4
Fusion Family Wealth
New York
$70.7M +$1.84M +13,960 +3%
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$68.7M -$679K -5,145 -1%
Bank of America
6
Bank of America
North Carolina
$41.8M +$6.24M +47,267 +17%
Wells Fargo
7
Wells Fargo
California
$33.9M -$3.06M -23,165 -8%
BFG
8
Bleakley Financial Group
New Jersey
$26.3M +$24.4M +185,169 +914%
RCA
9
Resonant Capital Advisors
Wisconsin
$21.9M +$874K +6,621 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$18.1M +$1.16M +8,758 +7%
UBS Group
11
UBS Group
Switzerland
$16.2M +$6.54M +49,524 +64%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$15.7M +$520K +3,936 +3%
RW
13
RVW Wealth
California
$15.1M -$1.67M -12,640 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.3M +$1.76M +13,342 +18%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.61M +$12.8K +97 +0.1%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$8.5M +$1.99M +15,081 +29%
EWA
17
EverSource Wealth Advisors
Alabama
$6.14M +$454K +3,440 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.08M -$1.8M -13,635 -22%
IAG
19
Ipsen Advisor Group
Arkansas
$5.92M +$74.5K +564 +1%
NL
20
NWAM LLC
Washington
$5.1M -$214K -1,619 -4%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$4.86M -$3.52M -26,687 -42%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$4.71M +$402K +3,046 +9%
PAG
23
Private Advisor Group
New Jersey
$4.63M -$27.7K -210 -0.6%
MSWA
24
Marshall & Sterling Wealth Advisors
New York
$4.36M -$167K -1,262 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.87M +$349K +2,647 +10%