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

107 hedge funds and large institutions have $126M 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, 32 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.56%
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
32
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
PIS
2
POM Investment Strategies
North Carolina
$6.3M
3
LPL Financial
3
LPL Financial
California
$15M
4
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$9.56M
5
AIP
5
Ameritas Investment Partners
Nebraska
$1.82M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.02M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.08M
4
CCM
4
Coldstream Capital Management
Washington
$5.87M
5
TB
5
Treynor Bancshares
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.1M 371,855 +153,595 +70%
LPL Financial
2
LPL Financial
California
$15M 306,813 +119,400 +64%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$9.56M 196,146 +80,600 +70%
TPWM
4
Twelve Points Wealth Management
Massachusetts
$9M 184,675 +12,674 +7%
PIS
5
POM Investment Strategies
North Carolina
$6.3M 129,320 +129,320 New
CCM
6
Coldstream Capital Management
Washington
$5.87M 120,424 -6,737 -5%
CJH
7
Christopher J. Hasenberg
Wisconsin
$5.16M 105,803 +5,819 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.6M 94,393 -13,742 -13%
Bank of America
9
Bank of America
North Carolina
$3.59M 73,621 +22,425 +44%
UBS Group
10
UBS Group
Switzerland
$3.09M 63,470 -673 -1%
AAS
11
Ameritas Advisory Services
Nebraska
$2.84M 58,216 +235 +0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.54M 52,155 -1,304 -2%
CWAG
13
Compton Wealth Advisory Group
Virginia
$2.46M 50,500 – –
PCG
14
Prosperity Consulting Group
Maryland
$2.31M 47,350 -1,585 -3%
Wells Fargo
15
Wells Fargo
California
$2.15M 44,032 -59 -0.1%
AIP
16
Ameritas Investment Partners
Nebraska
$1.82M 37,231 +37,231 New
KAS
17
KPP Advisory Services
Kentucky
$1.67M 34,185 -800 -2%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.53M 31,380 +25,717 +454%
FFA
19
Farther Finance Advisors
California
$1.48M 30,797 +30,797 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.26M 25,912 +20,845 +411%
CFS
21
Commonwealth Financial Services
West Virginia
$1.12M 23,099 -651 -3%
SI
22
Stephens Inc
Arkansas
$1.11M 22,855 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.1M 22,594 +4,006 +22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.08M 22,130 -13,014 -37%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.06M 21,683 +1,203 +6%
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