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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
Fidelity Investments
51
Fidelity Investments
Massachusetts
$314K -$25.1K -514 -7%
Stifel Financial
52
Stifel Financial
Missouri
$285K
HT
53
Heritage Trust
Oklahoma
$282K
AIFAIM
54
American Institute for Advanced Investment Management
Arizona
$267K
CFG
55
Citizens Financial Group
Rhode Island
$267K
JWCA
56
J.W. Cole Advisors
Florida
$261K +$147 +3 +0.1%
IWC
57
Integrated Wealth Concepts
Massachusetts
$254K +$255K +5,205 New
EH
58
Equitable Holdings
New York
$250K +$251K +5,124 New
Goldman Sachs
59
Goldman Sachs
New York
$238K
Comerica Bank
60
Comerica Bank
Texas
$236K
SWM
61
Segment Wealth Management
Texas
$235K
HOWA
62
Heritage Oak Wealth Advisors
Florida
$233K +$234K +4,780 New
TL
63
Tradewinds LLC
North Carolina
$232K -$1.17K -24 -0.5%
GWS
64
Glassman Wealth Services
Virginia
$226K
SWP
65
Stratos Wealth Partners
Ohio
$225K +$225K +4,608 New
MML Investors Services
66
MML Investors Services
Massachusetts
$224K +$225K +4,594 New
TRCT
67
Tower Research Capital (TRC)
New York
$222K +$222K +4,548 New
HF
68
HRT Financial
New York
$214K +$215K +4,399 New
BWG
69
Berry Wealth Group
Texas
$207K
TIAA Trust, National Association
70
TIAA Trust, National Association
North Carolina
$206K
PGAM
71
Princeton Global Asset Management
New Jersey
$195K +$50.3K +1,029 +35%
SWM
72
Spire Wealth Management
Virginia
$153K +$147 +3 +0.1%
CT
73
Caldwell Trust
Florida
$139K
SIC
74
Salem Investment Counselors
North Carolina
$122K
NS
75
NBC Securities
Alabama
$121K