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Invesco S&P MidCap 400 Pure Growth ETF

90 hedge funds and large institutions have $81.5M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

18% more funds holding

Funds holding: 7690 (+14)

7% more capital invested

Capital invested by funds: $76.3M → $81.5M (+$5.18M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

123.96% less ownership

Funds ownership: 155.91%31.95% (-124%)

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
24
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$606K +$620K +15,473 New
CWM
27
Connecticut Wealth Management
Connecticut
$602K -$80 -2 -0%
PSF
28
Pacific Sun Financial
California
$544K -$31.3K -780 -5%
Mariner
29
Mariner
Kansas
$531K +$129K +3,222 +31%
Citadel Advisors
30
Citadel Advisors
Florida
$490K -$1.2M -29,947 -71%
MF
31
Meridian Financial
Massachusetts
$437K -$449K -11,200 -80%
Goldman Sachs
32
Goldman Sachs
New York
$426K +$436K +10,875 New
TRCT
33
Tower Research Capital (TRC)
New York
$403K -$199K -4,963 -33%
SF
34
Synovus Financial
Georgia
$349K +$681 +17 +0.2%
BP
35
Ballentine Partners
Massachusetts
$342K
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$325K +$601 +15 +0.2%
IFG
37
Independent Financial Group
California
$298K -$29.2K -728 -9%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$293K +$299K +7,471 New
JCM
39
Jacobi Capital Management
Pennsylvania
$281K +$10.1K +251 +4%
FTUS
40
Flow Traders U.S.
New York
$273K +$279K +6,971 New
Ameriprise
41
Ameriprise
Minnesota
$270K -$20K -499 -7%
MFG
42
Merit Financial Group
Georgia
$269K
CB
43
Commerce Bank
Missouri
$259K
KAS
44
Kestra Advisory Services
Texas
$240K +$11.1K +276 +5%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$235K +$240K +5,986 New
Stifel Financial
46
Stifel Financial
Missouri
$234K +$8.01K +200 +3%
HT
47
Heritage Trust
Oklahoma
$227K
BRWA
48
B. Riley Wealth Advisors
Florida
$222K +$321 +8 +0.1%
PGAM
49
Princeton Global Asset Management
New Jersey
$216K +$220K +5,500 New
AIFAIM
50
American Institute for Advanced Investment Management
Arizona
$215K