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Invesco S&P MidCap 400 Pure Growth ETF
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Overview Fund Activity

103 hedge funds and large institutions have $100M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
25
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$5.07M
2
PCG
2
Prosperity Consulting Group
Maryland
$2.48M
3
KAS
3
KPP Advisory Services
Kentucky
$1.77M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.24M
5
LPL Financial
5
LPL Financial
California
$9.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
NEPWA
2
New England Private Wealth Advisors
Massachusetts
$5.84M
3
CCM
3
Coldstream Capital Management
Washington
$6.45M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$248K -$309K -6,090 -55%
Comerica Bank
52
Comerica Bank
Texas
$246K – – –
SWM
53
Segment Wealth Management
Texas
$245K +$245K +4,830 New
TL
54
Tradewinds LLC
North Carolina
$242K +$242K +4,781 New
PAG
55
Private Advisor Group
New Jersey
$236K +$236K +4,658 New
GWS
56
Glassman Wealth Services
Virginia
$235K – – –
BRWA
57
B. Riley Wealth Advisors
Florida
$222K +$5.29K +135 +2%
GT
58
Greenleaf Trust
Michigan
$218K +$218K +1,825 New
BWG
59
Berry Wealth Group
Texas
$215K +$215K +4,250 New
TIAA Trust, National Association
60
TIAA Trust, National Association
North Carolina
$215K +$215K +4,235 New
FWI
61
Facet Wealth Inc
Maryland
$212K +$212K +4,280 New
TI
62
Truepoint Inc
Ohio
$207K +$207K +4,078 New
CFA
63
Cahill Financial Advisors
Minnesota
$203K +$203K +4,013 New
CAN
64
Cetera Advisor Networks
California
$202K +$202K +3,986 New
RWB
65
RMR Wealth Builders
New Jersey
$202K +$202K +3,985 New
SWM
66
Spire Wealth Management
Virginia
$159K +$253 +5 +0.2%
PGAM
67
Princeton Global Asset Management
New Jersey
$151K -$128K -2,520 -46%
GRP
68
Global Retirement Partners
California
$136K – – –
SIC
69
Salem Investment Counselors
North Carolina
$127K – – –
NS
70
NBC Securities
Alabama
$126K – – –
TC
71
Trust Company
Kansas
$115K – – –
GWSG
72
GPS Wealth Strategies Group
Colorado
$96.8K – – –
GIA
73
GHP Investment Advisors
Colorado
$87.9K – – –
AWM
74
AllSquare Wealth Management
New York
$77.3K – – –
HNB
75
Huntington National Bank
Ohio
$77.3K -$62.9K – –
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