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Invesco S&P MidCap 400 Pure Growth ETF
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Overview Fund Activity

74 hedge funds and large institutions have $75.9M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.66M
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$712K
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$5.16M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$763K

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$11.5M
2
LPL Financial
2
LPL Financial
California
$5.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.06M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$11.5M 58,945 -18,022 -23%
Morgan Stanley
2
Morgan Stanley
New York
$8.06M 41,281 -3,484 -8%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$8.02M 41,017 -1,148 -3%
LPL Financial
4
LPL Financial
California
$5.82M 29,801 -17,509 -37%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$5.16M 26,401 +3,517 +15%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.84M 19,669 +6,081 +45%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.23M 11,429 +1,945 +21%
EWMCB
8
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.21M 11,327 -170 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.14M 10,950 +363 +3%
Bank of America
10
Bank of America
North Carolina
$2.11M 10,824 +2,000 +23%
CWAG
11
Compton Wealth Advisory Group
Virginia
$2.05M 10,500 -4 -0%
AAS
12
Ameritas Advisory Services
Nebraska
$2.01M 10,401 -354 -3%
Wells Fargo
13
Wells Fargo
California
$2.01M 10,274 -293 -3%
UBS Group
14
UBS Group
Switzerland
$1.92M 9,853 +529 +6%
Citadel Advisors
15
Citadel Advisors
Florida
$1.66M 8,489 +4,968 +141%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.03M 5,250 +580 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$912K 4,668 +41 +0.9%
SI
18
Stephens Inc
Arkansas
$893K 4,571 – –
NFC
19
Northeast Financial Consultants
Connecticut
$820K 4,200 – –
FANJ
20
Financial Architects (New Jersey)
New Jersey
$792K 4,053 +25 +0.6%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$763K 19,525 +16,173 +482%
HFRG
22
Houlihan Financial Resource Group
Virginia
$712K 3,861 +3,861 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$649K 3,325 -1,069 -24%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$601K 3,075 +46 +2%
CWM
25
Connecticut Wealth Management
Connecticut
$600K 3,073 -557 -15%
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