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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
TC
76
Trust Company
Kansas
$111K
GIA
77
GHP Investment Advisors
Colorado
$84.5K
GWSG
78
GPS Wealth Strategies Group
Colorado
$79.5K -$13.7K -280 -15%
AWM
79
AllSquare Wealth Management
New York
$74.3K
HNB
80
Huntington National Bank
Ohio
$74.3K
PS
81
Principal Securities
Iowa
$74.1K +$58.4K +1,195 +368%
HWM
82
Horizons Wealth Management
North Carolina
$66.7K
NA
83
NewEdge Advisors
Louisiana
$62.9K +$32K +655 +103%
PA
84
Parallel Advisors
California
$60.9K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$55K -$1.08K -22 -2%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$53K +$50.1K +1,025 +1,653%
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$50K
PA
88
PSI Advisors
Florida
$47.6K +$49 +1 +0.1%
WIA
89
Wetzel Investment Advisors
Indiana
$45.4K
SS
90
Sunbelt Securities
Texas
$42.8K +$49 +1 +0.1%
IA
91
IFP Advisors
Florida
$40.3K +$15.9K +325 +65%
TFA
92
Toth Financial Advisory
Virginia
$36.6K
Barclays
93
Barclays
United Kingdom
$29.3K +$29.3K +600 New
VNA
94
Valley National Advisers
Pennsylvania
$26K
GEA
95
Glen Eagle Advisors
New Jersey
$24.4K -$16.9K -346 -41%
JP Morgan Chase
96
JP Morgan Chase
New York
$24.4K +$24.4K +500 New
ATPW
97
Ashton Thomas Private Wealth
Arizona
$22.5K +$22.6K +462 New
MSG
98
Main Street Group
Virginia
$15.7K
Jones Financial Companies
99
Jones Financial Companies
Missouri
$14.7K +$14.8K +302 New
SPIA
100
Steward Partners Investment Advisory
New York
$14.1K