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Invesco S&P MidCap 400 Pure Growth ETF

76 hedge funds and large institutions have $76.3M 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, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3.76% more ownership

Funds ownership: 152.15%155.91% (+3.8%)

1% more funds holding

Funds holding: 7576 (+1)

4% more capital invested

Capital invested by funds: $73.3M → $76.3M (+$3.04M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coldstream Capital Management
Washington
$11.5M -$3.32M -90,110 -23%
Morgan Stanley
2
Morgan Stanley
New York
$8.06M -$643K -17,420 -8%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$8.02M -$212K -5,740 -3%
LPL Financial
4
LPL Financial
California
$5.82M -$3.23M -87,545 -37%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$5.16M +$649K +17,585 +15%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.84M +$1.12M +30,405 +45%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.23M +$359K +9,725 +21%
EWMCB
8
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.21M -$31.4K -850 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.14M +$66.9K +1,815 +3%
Bank of America
10
Bank of America
North Carolina
$2.11M +$369K +10,000 +23%
CWAG
11
Compton Wealth Advisory Group
Virginia
$2.05M -$738 -20 -0%
AAS
12
Ameritas Advisory Services
Nebraska
$2.01M -$65.3K -1,770 -3%
Wells Fargo
13
Wells Fargo
California
$2.01M -$54K -1,465 -3%
UBS Group
14
UBS Group
Switzerland
$1.92M +$97.6K +2,645 +6%
Citadel Advisors
15
Citadel Advisors
Florida
$1.66M +$916K +24,840 +141%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.03M +$107K +2,900 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$912K +$7.56K +205 +0.9%
SI
18
Stephens Inc
Arkansas
$893K
NFC
19
Northeast Financial Consultants
Connecticut
$820K
FANJ
20
Financial Architects (New Jersey)
New Jersey
$792K +$4.61K +125 +0.6%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$763K +$2.98M +80,865 +482%
HFRG
22
Houlihan Financial Resource Group
Virginia
$712K +$712K +19,305 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$649K -$197K -5,345 -24%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$601K +$8.48K +230 +2%
CWM
25
Connecticut Wealth Management
Connecticut
$600K -$103K -2,785 -15%