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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
AFG
51
Argent Financial Group
Louisiana
$284K +$279K +5,780 New
AIFAIM
52
American Institute for Advanced Investment Management
Arizona
$270K
CFG
53
Citizens Financial Group
Rhode Island
$269K
JWCA
54
J.W. Cole Advisors
Florida
$263K +$48 +1 +0%
PA
55
PFG Advisors
Arizona
$246K +$242K +5,011 New
Comerica Bank
56
Comerica Bank
Texas
$238K
SWM
57
Segment Wealth Management
Texas
$237K
GWS
58
Glassman Wealth Services
Virginia
$228K
MML Investors Services
59
MML Investors Services
Massachusetts
$226K +$96 +2 +0%
EH
60
Equitable Holdings
New York
$213K -$38.6K -800 -16%
BWG
61
Berry Wealth Group
Texas
$209K
TIAA Trust, National Association
62
TIAA Trust, National Association
North Carolina
$208K
FHA
63
Flagship Harbor Advisors
Massachusetts
$202K +$198K +4,100 New
TI
64
Truepoint Inc
Ohio
$201K +$197K +4,078 New
PGAM
65
Princeton Global Asset Management
New Jersey
$197K
TRCT
66
Tower Research Capital (TRC)
New York
$164K -$58.8K -1,219 -27%
SWM
67
Spire Wealth Management
Virginia
$154K +$96 +2 +0.1%
MTC
68
Matrix Trust Company
Colorado
$145K +$142K +2,946 New
CT
69
Caldwell Trust
Florida
$140K
SIC
70
Salem Investment Counselors
North Carolina
$123K
NS
71
NBC Securities
Alabama
$122K
CJH
72
Christopher J. Hasenberg
Wisconsin
$113K -$4.99M -103,502 -98%
TC
73
Trust Company
Kansas
$112K
GIA
74
GHP Investment Advisors
Colorado
$85.2K +$48 +1 +0.1%
AWM
75
AllSquare Wealth Management
New York
$75K