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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
Stifel Financial
51
Stifel Financial
Missouri
$293K +$27.7K +580 +9%
CB
52
Commerce Bank
Missouri
$285K -$4.54K -95 -1%
Corient Private Wealth
53
Corient Private Wealth
Florida
$285K +$55.7K +1,165 +22%
AIFAIM
54
American Institute for Advanced Investment Management
Arizona
$283K +$46.7K +977 +18%
JWCA
55
J.W. Cole Advisors
Florida
$279K +$48.2K +1,007 +19%
CSP
56
Cary Street Partners
Virginia
$274K
Fidelity Investments
57
Fidelity Investments
Massachusetts
$267K +$9.85K +206 +3%
HT
58
Heritage Trust
Oklahoma
$253K
Ameriprise
59
Ameriprise
Minnesota
$252K -$99.2K -2,074 -26%
GWA
60
Genesis Wealth Advisors
Massachusetts
$244K
CFG
61
Citizens Financial Group
Rhode Island
$240K
IWC
62
Integrated Wealth Concepts
Massachusetts
$228K
CFA
63
Cahill Financial Advisors
Minnesota
$216K
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$214K +$143 +3 +0.1%
Comerica Bank
65
Comerica Bank
Texas
$213K
SWM
66
Segment Wealth Management
Texas
$212K
GWS
67
Glassman Wealth Services
Virginia
$203K
BPWM
68
Badgley Phelps Wealth Managers
Washington
$202K +$221K +4,610 New
SWM
69
Spire Wealth Management
Virginia
$138K +$96 +2 +0.1%
CT
70
Caldwell Trust
Florida
$125K
PGAM
71
Princeton Global Asset Management
New Jersey
$110K -$71.3K -1,490 -37%
SIC
72
Salem Investment Counselors
North Carolina
$110K
TC
73
Trust Company
Kansas
$99.4K
Jones Financial Companies
74
Jones Financial Companies
Missouri
$90.7K -$4.83K -101 -5%
PS
75
Principal Securities
Iowa
$83.9K +$10.1K +212 +14%