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

106 hedge funds and large institutions have $92.9M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.97M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.3M
3
MHS
3
M Holdings Securities
Oregon
$681K
4
OC
4
Oppenheimer & Co
New York
$776K
5
FA
5
Fiduciary Alliance
South Carolina
$210K

Top Sellers

1
TPWM
1
Twelve Points Wealth Management
Massachusetts
$3.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.2M
3
Citigroup
3
Citigroup
New York
$31.7K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.09M
5
MTC
5
Matrix Trust Company
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.2M -$3.43M -70,446 -24%
LPL Financial
2
LPL Financial
California
$9.73M -$104K -2,142 -1%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$9.56M -$384K -7,475 -4%
CCM
4
Coldstream Capital Management
Washington
$3.8M -$512K -10,512 -12%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$3.43M -$6.58M -134,887 -66%
Wells Fargo
6
Wells Fargo
California
$3.3M -$105K -2,146 -3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.97M +$833K +17,079 +39%
UBS Group
8
UBS Group
Switzerland
$2.94M +$193K +3,949 +7%
Bank of America
9
Bank of America
North Carolina
$2.72M +$26.2K +537 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.47M -$35.2K -723 -1%
CWAG
11
Compton Wealth Advisory Group
Virginia
$2.32M – – –
Goldman Sachs
12
Goldman Sachs
New York
$2.3M +$730K +14,972 +47%
AAS
13
Ameritas Advisory Services
Nebraska
$2.2M -$741K -15,200 -25%
PCG
14
Prosperity Consulting Group
Maryland
$2.12M -$104K -2,133 -5%
KAS
15
KPP Advisory Services
Kentucky
$1.53M +$57.3K +1,175 +4%
CFG
16
Cornerstone Financial Group
Nebraska
$1.3M -$390 -8 -0%
Raymond James Financial
17
Raymond James Financial
Florida
$1.2M +$93.7K +1,921 +8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.19M -$135K -2,776 -10%
SI
19
Stephens Inc
Arkansas
$1.14M – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$1.09M -$1.56M -32,244 -59%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.05M -$184K -3,773 -15%
NFC
22
Northeast Financial Consultants
Connecticut
$1.02M – – –
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$978K +$61.8K +1,268 +7%
CFS
24
Commonwealth Financial Services
West Virginia
$949K -$152K -3,109 -14%
HighTower Advisors
25
HighTower Advisors
Illinois
$900K -$8.73K -179 -1%
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