We are live on ! Find out more
RFG icon

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
CFG
51
Citizens Financial Group
Rhode Island
$214K +$40 +1 +0%
TB
52
Treynor Bancshares
Iowa
$202K +$401 +10 +0.2%
Comerica Bank
53
Comerica Bank
Texas
$190K +$194K +4,850 New
GWS
54
Glassman Wealth Services
Virginia
$182K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$154K +$20.4K +508 +15%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$138K +$24.2K +603 +21%
SWM
57
Spire Wealth Management
Virginia
$122K +$160 +4 +0.1%
CT
58
Caldwell Trust
Florida
$112K
GRP
59
Global Retirement Partners
California
$102K
SIC
60
Salem Investment Counselors
North Carolina
$98K
NS
61
NBC Securities
Alabama
$97K +$100K +2,500 New
WFA
62
WestHill Financial Advisors
California
$81.7K
GWSG
63
GPS Wealth Strategies Group
Colorado
$74.9K
GIA
64
GHP Investment Advisors
Colorado
$66.7K -$278K -6,928 -80%
HWM
65
Horizons Wealth Management
North Carolina
$60.7K
AWM
66
AllSquare Wealth Management
New York
$59.8K
HNB
67
Huntington National Bank
Ohio
$59.8K
PWMG
68
Provence Wealth Management Group
California
$57.4K +$58.7K +1,465 New
PA
69
Parallel Advisors
California
$49K
PA
70
PSI Advisors
Florida
$38.2K +$40 +1 +0.1%
SS
71
Sunbelt Securities
Texas
$34.2K +$160 +4 +0.5%
GEA
72
Glen Eagle Advisors
New Jersey
$33.1K
HGERS
73
Householder Group Estate & Retirement Specialist
Arizona
$30K +$30.7K +765 New
TC
74
Trust Company
Kansas
$27.4K
Citigroup
75
Citigroup
New York
$25.5K