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Invesco S&P MidCap 400 Pure Growth ETF

76 hedge funds and large institutions have $92.7M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75.95% more ownership

Funds ownership: 163.47%239.42% (+76%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $101M → $92.7M (-$8.58M)

16% less funds holding

Funds holding: 9076 (-14)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
76
Holders Change
-14
Holders Change %
-15.56%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
21
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coldstream Capital Management
Washington
$17.7M -$649K -17,675 -3%
SFS
2
Sowell Financial Services
Arkansas
$9.84M +$39.7M +1,082,520 New
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$8.75M -$4.22K -115 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$7.19M +$148K +4,025 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.18M +$648K +17,645 +13%
LPL Financial
6
LPL Financial
California
$4.92M -$550K -14,990 -9%
IMC Chicago
7
IMC Chicago
Illinois
$3.44M +$3.87M +105,320 New
TPWM
8
Twelve Points Wealth Management
Massachusetts
$2.99M +$304K +8,280 +10%
CWM
9
Connecticut Wealth Management
Connecticut
$2.96M -$85.2K -2,320 -2%
Bank of America
10
Bank of America
North Carolina
$2.19M +$392K +10,685 +19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.04M +$3.67K +100 +0.2%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2M +$96K +2,615 +4%
AAS
13
Ameritas Advisory Services
Nebraska
$1.87M -$180K -4,890 -8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.86M +$1.24M +33,705 +145%
UBS Group
15
UBS Group
Switzerland
$1.83M -$1.81M -49,410 -47%
Wells Fargo
16
Wells Fargo
California
$1.81M -$235K -6,395 -10%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.74M -$38.2K -1,040 -2%
CWAG
18
Compton Wealth Advisory Group
Virginia
$1.47M -$174K -4,750 -10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$942K -$73.4K -2,000 -6%
Citadel Advisors
20
Citadel Advisors
Florida
$905K +$1.02M +27,725 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$866K -$62.4K -1,700 -6%
TRCT
22
Tower Research Capital (TRC)
New York
$829K +$354K +9,645 +61%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$817K +$554K +15,095 +152%
SI
24
Stephens Inc
Arkansas
$748K
NFC
25
Northeast Financial Consultants
Connecticut
$685K