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Invesco S&P MidCap 400 Pure Growth ETF

87 hedge funds and large institutions have $73.4M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.11% less ownership

Funds ownership: 151.73%150.63% (-1.1%)

16% less funds holding

Funds holding: 10387 (-16)

39% less capital invested

Capital invested by funds: $121M → $73.4M (-$47.2M)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

65% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 20

Holders
87
Holders Change
-16
Holders Change %
-15.53%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
28
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
76
John W. Brooker & Co
California
$6K
BFEC
77
Benjamin F. Edwards & Company
Missouri
$5K
SC
78
Stratford Consulting
Texas
$4K +$141 +5 +3%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$3K
SNT
80
Security National Trust
West Virginia
$3K
KFI
81
Key Financial Inc
Pennsylvania
$3K +$3.52K +125 New
RDWM
82
Red Door Wealth Management
Tennessee
$3K +$4.5K +160 New
BFC
83
Bedel Financial Consulting
Indiana
$2K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$2K
TSW
85
Thompson Siegel & Walmsley
Virginia
$2K
CP
86
Corbenic Partners
Pennsylvania
$2K +$2.96K +105 New
MCM
87
McMillion Capital Management
North Carolina
$1K
SWM
88
Shakespeare Wealth Management
Wisconsin
-$2.57M -83,795 Closed
MWP
89
MYCIO Wealth Partners
Pennsylvania
-$480K -15,655 Closed
IAA
90
Independent Advisor Alliance
North Carolina
-$388K -12,675 Closed
Brown Advisory
91
Brown Advisory
Maryland
-$374K -12,220 Closed
CCA
92
Clearwater Capital Advisors
Illinois
-$320K -10,450 Closed
SFP
93
Shepherd Financial Partners
Massachusetts
-$315K -10,285 Closed
WDL
94
Well Done LLC
Michigan
-$297K -9,685 Closed
BP
95
Ballentine Partners
Massachusetts
-$267K -8,730 Closed
FAAS
96
First Allied Advisory Services
California
-$261K -8,500 Closed
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
-$256K -8,350 Closed
BRWA
98
B. Riley Wealth Advisors
Florida
-$239K -7,780 Closed
EWM
99
Executive Wealth Management
Michigan
-$209K -6,825 Closed
PA
100
PSI Advisors
Florida
-$144K -4,725 Closed