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Invesco S&P MidCap 400 Pure Growth ETF

108 hedge funds and large institutions have $100M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 104108 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.77% less ownership

Funds ownership: 37.17%36.4% (-0.77%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

15% less capital invested

Capital invested by funds: $118M → $100M (-$18M)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
28
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.1M -$4.04M -84,416 -22%
TPWM
2
Twelve Points Wealth Management
Massachusetts
$8.99M +$544K +11,382 +6%
LPL Financial
3
LPL Financial
California
$8.84M -$5.09M -106,364 -35%
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$8.49M -$465K -9,720 -5%
CCM
5
Coldstream Capital Management
Washington
$3.88M -$616K -12,877 -13%
Wells Fargo
6
Wells Fargo
California
$3.06M -$74.2K -1,552 -2%
AAS
7
Ameritas Advisory Services
Nebraska
$2.92M -$4.78K -100 -0.2%
Citigroup
8
Citigroup
New York
$2.86M +$2.16M +45,203 +226%
UBS Group
9
UBS Group
Switzerland
$2.47M +$26.3K +550 +1%
Bank of America
10
Bank of America
North Carolina
$2.42M +$19.1K +399 +0.7%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.4M +$1.31M +27,400 +100%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.25M -$58.8K -1,229 -2%
CWAG
13
Compton Wealth Advisory Group
Virginia
$2.08M
PCG
14
Prosperity Consulting Group
Maryland
$2M -$3.73K -78 -0.2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$596K +12,456 +40%
Goldman Sachs
16
Goldman Sachs
New York
$1.41M -$2.26M -47,321 -60%
KAS
17
KPP Advisory Services
Kentucky
$1.32M -$44.7K -935 -3%
IA
18
Integrity Alliance
Iowa
$1.31M +$1.43M +29,878 New
MTC
19
Matrix Trust Company
Colorado
$1.29M +$447K +9,348 +47%
CFG
20
Cornerstone Financial Group
Nebraska
$1.27M +$610K +12,756 +92%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.19M -$142K -2,962 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.11M +$5.12K +107 +0.4%
SI
23
Stephens Inc
Arkansas
$1.03M +$27K +565 +2%
Raymond James Financial
24
Raymond James Financial
Florida
$996K -$39.8K -832 -4%
CFS
25
Commonwealth Financial Services
West Virginia
$989K -$11.7K -245 -1%