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Invesco S&P MidCap 400 Pure Growth ETF

109 hedge funds and large institutions have $127M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $101M → $127M (+$26.3M)

4.93% more ownership

Funds ownership: 30.8%35.73% (+4.9%)

4% more funds holding

Funds holding: 105109 (+4)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
33
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.1M +$7.51M +153,595 +70%
LPL Financial
2
LPL Financial
California
$15M +$5.84M +119,400 +64%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$9.56M +$3.94M +80,600 +70%
TPWM
4
Twelve Points Wealth Management
Massachusetts
$9M +$620K +12,674 +7%
PIS
5
POM Investment Strategies
North Carolina
$6.3M +$6.32M +129,320 New
CCM
6
Coldstream Capital Management
Washington
$5.87M -$329K -6,737 -5%
CJH
7
Christopher J. Hasenberg
Wisconsin
$5.16M +$285K +5,819 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.6M -$672K -13,742 -13%
Bank of America
9
Bank of America
North Carolina
$3.59M +$1.1M +22,425 +44%
UBS Group
10
UBS Group
Switzerland
$3.09M -$32.9K -673 -1%
AAS
11
Ameritas Advisory Services
Nebraska
$2.84M +$11.5K +235 +0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.54M -$63.8K -1,304 -2%
CWAG
13
Compton Wealth Advisory Group
Virginia
$2.46M
PCG
14
Prosperity Consulting Group
Maryland
$2.31M -$77.5K -1,585 -3%
Wells Fargo
15
Wells Fargo
California
$2.15M -$2.88K -59 -0.1%
AIP
16
Ameritas Investment Partners
Nebraska
$1.82M +$1.82M +37,231 New
KAS
17
KPP Advisory Services
Kentucky
$1.67M -$39.1K -800 -2%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.53M +$1.26M +25,717 +454%
FFA
19
Farther Finance Advisors
California
$1.48M +$1.51M +30,797 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.26M +$1.02M +20,845 +411%
CFS
21
Commonwealth Financial Services
West Virginia
$1.12M -$31.8K -651 -3%
SI
22
Stephens Inc
Arkansas
$1.11M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.1M +$196K +4,006 +22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.08M -$636K -13,014 -37%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.06M +$58.8K +1,203 +6%