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Invesco S&P MidCap 400 Pure Growth ETF

80 hedge funds and large institutions have $92.3M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $73.4M → $92.3M (+$18.9M)

2.78% more ownership

Funds ownership: 150.63%153.41% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 8780 (-7)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

65% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 26

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
9
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paracle Advisors
Washington
$19.8M -$298K -10,965 -2%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M -$49.5K -1,820 -0.4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.31M +$4.81M +177,090 +269%
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$7.19M -$102K -3,755 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.71M +$464K +17,080 +10%
UBS Group
6
UBS Group
Switzerland
$3.85M -$503K -18,525 -13%
Wells Fargo
7
Wells Fargo
California
$3.6M +$738K +27,140 +29%
CWM
8
Connecticut Wealth Management
Connecticut
$3.53M -$355K -13,070 -10%
LPL Financial
9
LPL Financial
California
$3.18M -$482K -17,730 -14%
IMC Chicago
10
IMC Chicago
Illinois
$2.2M -$6.79M -250,000 -77%
Bank of America
11
Bank of America
North Carolina
$2.05M -$60.3K -2,220 -3%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.82M +$84.7K +3,115 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.68M -$140K -5,135 -8%
AIC
14
Ameritas Investment Company
Nebraska
$1.53M -$172K -6,315 -11%
PSF
15
Pacific Sun Financial
California
$932K -$11.3K -415 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$841K -$52K -1,915 -6%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$817K -$339K -12,465 -31%
Goldman Sachs
18
Goldman Sachs
New York
$816K +$737K +27,130 New
CWAG
19
Compton Wealth Advisory Group
Virginia
$768K +$272 +10 +0%
Ameriprise
20
Ameriprise
Minnesota
$741K +$103K +3,790 +18%
QCM
21
Quest Capital Management
Texas
$732K -$12.2K -450 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$727K -$681K -25,050 -51%
SI
23
Stephens Inc
Arkansas
$709K
NFC
24
Northeast Financial Consultants
Connecticut
$632K
FC
25
Forte Capital
New York
$584K +$528K +19,410 New