We are live on ! Find out more
RFG icon

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
HNB
76
Huntington National Bank
Ohio
$75K
PS
77
Principal Securities
Iowa
$74.7K
GWSG
78
GPS Wealth Strategies Group
Colorado
$73.3K -$6.75K -140 -9%
HWM
79
Horizons Wealth Management
North Carolina
$66.4K
PA
80
Parallel Advisors
California
$61.5K
NA
81
NewEdge Advisors
Louisiana
$50.1K -$13.1K -272 -21%
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$50K
PA
83
PSI Advisors
Florida
$48K
SS
84
Sunbelt Securities
Texas
$43.2K +$48 +1 +0.1%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$43K -$11.8K -245 -22%
TFA
86
Toth Financial Advisory
Virginia
$36.9K
Barclays
87
Barclays
United Kingdom
$29.5K
IA
88
IFP Advisors
Florida
$28.3K -$12.1K -251 -30%
VNA
89
Valley National Advisers
Pennsylvania
$26K
GEA
90
Glen Eagle Advisors
New Jersey
$24.6K
JP Morgan Chase
91
JP Morgan Chase
New York
$24.6K
MSG
92
Main Street Group
Virginia
$16K
SPIA
93
Steward Partners Investment Advisory
New York
$14.3K
Jones Financial Companies
94
Jones Financial Companies
Missouri
$13.8K -$1.06K -22 -7%
William Blair & Company
95
William Blair & Company
Illinois
$13K
DFA
96
DHJJ Financial Advisors
Illinois
$12.8K
FAM
97
Flaharty Asset Management
Florida
$12.5K +$12.3K +255 New
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$9.98K
FFA
99
Founders Financial Alliance
North Carolina
$9.42K +$48 +1 +0.5%
CIAS
100
CBIZ Investment Advisory Services
Ohio
$7K