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Invesco S&P MidCap 400 Pure Growth ETF

76 hedge funds and large institutions have $76.3M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3.76% more ownership

Funds ownership: 152.15%155.91% (+3.8%)

1% more funds holding

Funds holding: 7576 (+1)

4% more capital invested

Capital invested by funds: $73.3M → $76.3M (+$3.04M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$596K +$151K +4,085 +37%
PSF
27
Pacific Sun Financial
California
$537K +$541K +14,655 New
MF
28
Meridian Financial
Massachusetts
$437K
Mariner
29
Mariner
Kansas
$403K
SF
30
Synovus Financial
Georgia
$347K +$738 +20 +0.2%
BP
31
Ballentine Partners
Massachusetts
$341K
IFG
32
Independent Financial Group
California
$326K +$553 +15 +0.2%
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$323K +$738 +20 +0.2%
Ameriprise
34
Ameriprise
Minnesota
$288K -$169K -4,580 -38%
JCM
35
Jacobi Capital Management
Pennsylvania
$270K +$553 +15 +0.2%
MFG
36
Merit Financial Group
Georgia
$269K
CB
37
Commerce Bank
Missouri
$258K
Jane Street
38
Jane Street
New York
$241K +$22.3K +605 +11%
KAS
39
Kestra Advisory Services
Texas
$229K -$41.1K -1,115 -16%
HT
40
Heritage Trust
Oklahoma
$226K
Stifel Financial
41
Stifel Financial
Missouri
$225K +$213K +5,770 New
BRWA
42
B. Riley Wealth Advisors
Florida
$221K +$553 +15 +0.3%
AIFAIM
43
American Institute for Advanced Investment Management
Arizona
$214K +$202K +5,485 New
CFG
44
Citizens Financial Group
Rhode Island
$214K +$202K +5,470 New
TB
45
Treynor Bancshares
Iowa
$201K +$189K +5,135 New
GWS
46
Glassman Wealth Services
Virginia
$181K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$134K +$184 +5 +0.1%
SWM
48
Spire Wealth Management
Virginia
$122K +$369 +10 +0.3%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$114K -$3.5K -95 -3%
CT
50
Caldwell Trust
Florida
$111K