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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
William Blair & Company
101
William Blair & Company
Illinois
$12.9K
DFA
102
DHJJ Financial Advisors
Illinois
$12.7K
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$9.82K -$9.63K -197 -49%
FFA
104
Founders Financial Alliance
North Carolina
$9.33K
CIAS
105
CBIZ Investment Advisory Services
Ohio
$6.93K
ME
106
McIlrath & Eck
Washington
$2.44K
CA
107
Crewe Advisors
Utah
$1.22K
EW
108
Element Wealth
Mississippi
$746
CPBTD
109
Central Pacific Bank - Trust Division
Hawaii
$244
AssetMark Inc
110
AssetMark Inc
California
$244 +$245 +5 New
TB
111
Treynor Bancshares
Iowa
-$262K -5,160 Closed
PAG
112
Private Advisor Group
New Jersey
-$236K -4,658 Closed
FWI
113
Facet Wealth Inc
Maryland
-$212K -4,280 Closed
TI
114
Truepoint Inc
Ohio
-$207K -4,078 Closed
CFA
115
Cahill Financial Advisors
Minnesota
-$203K -4,013 Closed
RWB
116
RMR Wealth Builders
New Jersey
-$202K -3,985 Closed
GRP
117
Global Retirement Partners
California
-$136K -2,680 Closed
GT
118
Greenleaf Trust
Michigan
-$218K -1,825 Closed
CFD
119
Creative Financial Designs
Indiana
-$1.05K -21 Closed
AF
120
Allworth Financial
California
-$61 -1 Closed
GI
121
Gradient Investments
Minnesota
-$44 -1 Closed