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Invesco S&P MidCap 400 Pure Growth ETF

90 hedge funds and large institutions have $81.5M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

18% more funds holding

Funds holding: 7690 (+14)

7% more capital invested

Capital invested by funds: $76.3M → $81.5M (+$5.18M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

123.96% less ownership

Funds ownership: 155.91%31.95% (-124%)

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
24
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coldstream Capital Management
Washington
$8.37M -$3.25M -81,200 -28%
Morgan Stanley
2
Morgan Stanley
New York
$8.08M -$12.8K -320 -0.2%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$7.83M -$207K -5,170 -3%
LPL Financial
4
LPL Financial
California
$6.32M +$488K +12,167 +8%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$5.48M +$318K +7,940 +6%
AIA
6
Arrow Investment Advisors
Maryland
$5.21M +$5.32M +132,861 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.96M +$107K +2,664 +3%
EWMCB
8
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.22M +$200 +5 +0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.14M -$5.73K -143 -0.3%
UBS Group
10
UBS Group
Switzerland
$2.1M +$175K +4,362 +9%
CWAG
11
Compton Wealth Advisory Group
Virginia
$2.06M
AAS
12
Ameritas Advisory Services
Nebraska
$2.06M +$34.7K +867 +2%
Wells Fargo
13
Wells Fargo
California
$1.9M -$116K -2,887 -6%
Bank of America
14
Bank of America
North Carolina
$1.89M -$234K -5,851 -11%
KAS
15
KPP Advisory Services
Kentucky
$1.49M +$1.53M +38,075 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.18M -$1.08M -27,071 -47%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.18M +$536K +13,384 +81%
CFS
18
Commonwealth Financial Services
West Virginia
$1.06M +$1.09M +27,095 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.01M -$14.3K -357 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$948K +$33.8K +844 +4%
SI
21
Stephens Inc
Arkansas
$896K
HighTower Advisors
22
HighTower Advisors
Illinois
$861K +$879K +21,937 New
NFC
23
Northeast Financial Consultants
Connecticut
$823K
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$753K -$3.14M -78,408 -80%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$659K +$57.9K +1,444 +9%