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Invesco S&P MidCap 400 Pure Growth ETF

77 hedge funds and large institutions have $63.7M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

1% more funds holding

Funds holding: 7677 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

31% less capital invested

Capital invested by funds: $92.7M → $63.7M (-$29M)

107.89% less ownership

Funds ownership: 239.42%131.53% (-108%)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$458K -$507K -14,000 -50%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$456K -$128K -3,530 -21%
MF
28
Meridian Financial
Massachusetts
$437K
WH
29
Willner & Heller
California
$416K +$1.09K +30 +0.2%
Ameriprise
30
Ameriprise
Minnesota
$404K +$3.8K +105 +0.9%
FTUS
31
Flow Traders U.S.
New York
$362K
Mariner
32
Mariner
Kansas
$345K +$374K +10,325 New
SF
33
Synovus Financial
Georgia
$294K +$724 +20 +0.2%
BP
34
Ballentine Partners
Massachusetts
$291K
IFG
35
Independent Financial Group
California
$282K +$5.43K +150 +2%
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$274K +$1.45K +40 +0.5%
KAS
37
Kestra Advisory Services
Texas
$264K +$10.1K +280 +4%
JCM
38
Jacobi Capital Management
Pennsylvania
$250K +$543 +15 +0.2%
MFG
39
Merit Financial Group
Georgia
$229K
CB
40
Commerce Bank
Missouri
$221K
RCAG
41
Rehmann Capital Advisory Group
Michigan
$205K +$222K +6,135 New
PGAM
42
Princeton Global Asset Management
New Jersey
$184K
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$184K +$53.2K +1,470 +36%
GWS
44
Glassman Wealth Services
Virginia
$155K
US Bancorp
45
US Bancorp
Minnesota
$132K +$7.06K +195 +5%
IA
46
IFP Advisors
Florida
$122K +$362 +10 +0.3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$108K +$543 +15 +0.5%
SWM
48
Spire Wealth Management
Virginia
$103K +$362 +10 +0.3%
GRP
49
Global Retirement Partners
California
$99K
CT
50
Caldwell Trust
Florida
$95.1K