We are live on ! Find out more
RFG icon

Invesco S&P MidCap 400 Pure Growth ETF

103 hedge funds and large institutions have $114M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

1.5% less ownership

Funds ownership: 35.73%34.23% (-1.5%)

6% less funds holding

Funds holding: 109103 (-6)

10% less capital invested

Capital invested by funds: $127M → $114M (-$12.7M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
29
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$758K -$4.58K -95 -0.6%
Citigroup
27
Citigroup
New York
$755K +$372K +7,724 +101%
BRWA
28
B. Riley Wealth Advisors
Florida
$741K -$784K -16,255 -52%
Goldman Sachs
29
Goldman Sachs
New York
$729K +$479K +9,935 +203%
WH
30
Willner & Heller
California
$621K +$434 +9 +0.1%
Citadel Advisors
31
Citadel Advisors
Florida
$602K -$84.7K -1,756 -13%
PSF
32
Pacific Sun Financial
California
$600K
FFA
33
Farther Finance Advisors
California
$599K -$898K -18,620 -60%
CWM
34
Connecticut Wealth Management
Connecticut
$557K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$551K +$38.5K +798 +8%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$525K -$39.9K -828 -7%
KAS
37
Kestra Advisory Services
Texas
$469K +$193 +4 +0%
SF
38
Synovus Financial
Georgia
$441K +$289 +6 +0.1%
BP
39
Ballentine Partners
Massachusetts
$429K
IFG
40
Independent Financial Group
California
$409K +$96 +2 +0%
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$408K +$48 +1 +0%
OC
42
Oppenheimer & Co
New York
$386K
Ameriprise
43
Ameriprise
Minnesota
$380K +$12.4K +258 +3%
Jane Street
44
Jane Street
New York
$357K +$350K +7,266 New
JCM
45
Jacobi Capital Management
Pennsylvania
$355K +$241 +5 +0.1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$344K +$26.3K +545 +8%
RJA
47
Raymond James & Associates
Florida
$338K +$18.9K +392 +6%
CB
48
Commerce Bank
Missouri
$325K
MFG
49
Merit Financial Group
Georgia
$295K -$41.9K -868 -13%
Stifel Financial
50
Stifel Financial
Missouri
$294K +$6.12K +127 +2%