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Invesco S&P MidCap 400 Pure Growth ETF

76 hedge funds and large institutions have $92.7M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75.95% more ownership

Funds ownership: 163.47%239.42% (+76%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $101M → $92.7M (-$8.58M)

16% less funds holding

Funds holding: 9076 (-14)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
76
Holders Change
-14
Holders Change %
-15.56%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
21
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
26
Pacific Sun Financial
California
$608K -$22K -600 -3%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$561K -$35.8K -975 -5%
MF
28
Meridian Financial
Massachusetts
$437K
WH
29
Willner & Heller
California
$406K -$4.41K -120 -1%
Goldman Sachs
30
Goldman Sachs
New York
$403K +$53.6K +1,460 +13%
Ameriprise
31
Ameriprise
Minnesota
$392K -$367 -10 -0.1%
FTUS
32
Flow Traders U.S.
New York
$354K
SF
33
Synovus Financial
Georgia
$287K +$734 +20 +0.2%
BP
34
Ballentine Partners
Massachusetts
$285K
IFG
35
Independent Financial Group
California
$271K
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$267K +$184 +5 +0.1%
KAS
37
Kestra Advisory Services
Texas
$249K -$20.2K -550 -7%
JCM
38
Jacobi Capital Management
Pennsylvania
$244K -$10.8K -295 -4%
MFG
39
Merit Financial Group
Georgia
$224K
CB
40
Commerce Bank
Missouri
$215K
PGAM
41
Princeton Global Asset Management
New Jersey
$179K
GWS
42
Glassman Wealth Services
Virginia
$151K
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$132K +$149K +4,050 New
IA
44
IFP Advisors
Florida
$122K
US Bancorp
45
US Bancorp
Minnesota
$122K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$105K +$11.6K +315 +11%
SWM
47
Spire Wealth Management
Virginia
$101K +$367 +10 +0.3%
CT
48
Caldwell Trust
Florida
$93K
GRP
49
Global Retirement Partners
California
$87K
SIC
50
Salem Investment Counselors
North Carolina
$82K