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

101 hedge funds and large institutions have $117M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
31
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
1
Marshall Investment Management
Colorado
$4.83M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.85M
3
Wells Fargo
3
Wells Fargo
California
$3.46M
4
DQRIM
4
Dale Q Rice Investment Management
Washington
$1.15M
5
Raymond James Financial
5
Raymond James Financial
Florida
$1.14M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.33M
2
AIP
2
Ameritas Investment Partners
Nebraska
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
FFA
5
Farther Finance Advisors
California
$34.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.6M 384,006 +5,129 +1%
LPL Financial
2
LPL Financial
California
$14.9M 308,005 +6,774 +2%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$9.85M 203,340 -39 -0%
TPWM
4
Twelve Points Wealth Management
Massachusetts
$9.38M 193,814 -1,661 -0.8%
CCM
5
Coldstream Capital Management
Washington
$4.91M 101,343 -10,034 -9%
MIM
6
Marshall Investment Management
Colorado
$4.83M 98,166 +98,166 New
Goldman Sachs
7
Goldman Sachs
New York
$3.85M 79,490 +64,670 +436%
Wells Fargo
8
Wells Fargo
California
$3.46M 71,363 +23,755 +50%
AAS
9
Ameritas Advisory Services
Nebraska
$2.92M 60,371 +63 +0.1%
UBS Group
10
UBS Group
Switzerland
$2.7M 55,858 -6,448 -10%
Bank of America
11
Bank of America
North Carolina
$2.66M 54,852 +2,089 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.55M 52,642 +1,795 +4%
CWAG
13
Compton Wealth Advisory Group
Virginia
$2.3M 47,500 – –
PCG
14
Prosperity Consulting Group
Maryland
$2.22M 45,786 -775 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.52M 31,470 +2,356 +8%
KAS
16
KPP Advisory Services
Kentucky
$1.51M 31,155 -2,615 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.46M 30,188 +4,004 +15%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.33M 27,443 -70,629 -72%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.22M 25,212 +3,792 +18%
DQRIM
20
Dale Q Rice Investment Management
Washington
$1.15M 23,702 +23,702 New
Raymond James Financial
21
Raymond James Financial
Florida
$1.14M 23,546 +23,546 New
SI
22
Stephens Inc
Arkansas
$1.11M 22,855 – –
CFS
23
Commonwealth Financial Services
West Virginia
$1.1M 22,816 -283 -1%
NFC
24
Northeast Financial Consultants
Connecticut
$1.02M 21,000 – –
MTC
25
Matrix Trust Company
Colorado
$971K 20,062 +17,116 +581%
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