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Invesco S&P MidCap 400 Pure Growth ETF

109 hedge funds and large institutions have $127M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $101M → $127M (+$26.3M)

4.93% more ownership

Funds ownership: 30.8%35.73% (+4.9%)

4% more funds holding

Funds holding: 105109 (+4)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
33
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
26
Northeast Financial Consultants
Connecticut
$1.02M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.02M -$1.13M -23,163 -53%
AIA
28
Arrow Investment Advisors
Maryland
$1.02M +$22.3K +456 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$973K +$55K +1,125 +6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$911K
SFS
31
Sowell Financial Services
Arkansas
$756K +$391 +8 +0.1%
Citadel Advisors
32
Citadel Advisors
Florida
$682K +$684K +13,991 New
WH
33
Willner & Heller
California
$616K +$636 +13 +0.1%
PSF
34
Pacific Sun Financial
California
$595K +$12.2K +250 +2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$561K +$121K +2,470 +27%
CWM
36
Connecticut Wealth Management
Connecticut
$552K -$47.7K -975 -8%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$508K -$15.9K -325 -3%
KAS
38
Kestra Advisory Services
Texas
$465K +$245 +5 +0.1%
SF
39
Synovus Financial
Georgia
$437K +$489 +10 +0.1%
BP
40
Ballentine Partners
Massachusetts
$426K
IFG
41
Independent Financial Group
California
$405K +$33.8K +691 +9%
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$405K +$147 +3 +0%
OC
43
Oppenheimer & Co
New York
$383K -$4.16K -85 -1%
Citigroup
44
Citigroup
New York
$372K +$341K +6,976 +1,073%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$366K +$367K +7,512 New
Ameriprise
46
Ameriprise
Minnesota
$364K +$40.3K +824 +12%
JCM
47
Jacobi Capital Management
Pennsylvania
$351K +$342 +7 +0.1%
MFG
48
Merit Financial Group
Georgia
$335K
CB
49
Commerce Bank
Missouri
$322K
RJA
50
Raymond James & Associates
Florida
$316K -$14.7K -300 -4%