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Invesco S&P MidCap 400 Pure Growth ETF

108 hedge funds and large institutions have $100M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 104108 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.77% less ownership

Funds ownership: 37.17%36.4% (-0.77%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

15% less capital invested

Capital invested by funds: $118M → $100M (-$18M)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
28
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DQRIM
26
Dale Q Rice Investment Management
Washington
$957K -$89.5K -1,872 -8%
NFC
27
Northeast Financial Consultants
Connecticut
$920K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$824K +$205K +4,291 +30%
FTUS
29
Flow Traders U.S.
New York
$823K +$898K +18,780 New
HighTower Advisors
30
HighTower Advisors
Illinois
$817K -$56K -1,171 -6%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$806K -$7.37K -154 -0.8%
AIA
32
Arrow Investment Advisors
Maryland
$776K +$847K +17,701 New
IFG
33
Independent Financial Group
California
$762K +$309K +6,464 +59%
SFS
34
Sowell Financial Services
Arkansas
$676K +$239 +5 +0%
KAS
35
Kestra Advisory Services
Texas
$615K -$13.5K -282 -2%
TRCT
36
Tower Research Capital (TRC)
New York
$560K +$416K +8,688 +212%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$518K -$381K -7,967 -40%
PSF
38
Pacific Sun Financial
California
$513K -$23.9K -500 -4%
WH
39
Willner & Heller
California
$505K -$50.8K -1,061 -8%
CWM
40
Connecticut Wealth Management
Connecticut
$496K +$542K +11,325 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$485K -$176K -3,687 -25%
Citadel Advisors
42
Citadel Advisors
Florida
$479K +$523K +10,937 New
VIP
43
Vista Investment Partners
Oklahoma
$426K +$465K +9,724 New
SF
44
Synovus Financial
Georgia
$393K +$335 +7 +0.1%
BP
45
Ballentine Partners
Massachusetts
$383K
OC
46
Oppenheimer & Co
New York
$336K +$5.79K +121 +2%
AssetMark Inc
47
AssetMark Inc
California
$329K +$359K +7,506 New
JCM
48
Jacobi Capital Management
Pennsylvania
$317K +$239 +5 +0.1%
IIC
49
Ironwood Investment Counsel
Arizona
$313K +$341K +7,135 New
MFG
50
Merit Financial Group
Georgia
$302K +$96 +2 +0%