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Invesco S&P MidCap 400 Pure Value ETF

80 hedge funds and large institutions have $112M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$616K
RPCA
27
Running Point Capital Advisors
California
$610K
KAS
28
Kestra Advisory Services
Texas
$596K
TPWM
29
Twelve Points Wealth Management
Massachusetts
$575K
PAG
30
Private Advisor Group
New Jersey
$502K
UBS Group
31
UBS Group
Switzerland
$489K
WA
32
Waverly Advisors
Alabama
$489K
Creative Planning
33
Creative Planning
Kansas
$485K
AWA
34
Arkadios Wealth Advisors
Georgia
$477K
UIM
35
Unified Investment Management
Georgia
$456K
DQRIM
36
Dale Q Rice Investment Management
Washington
$414K
FTS
37
Fifth Third Securities
Ohio
$390K
VIPI
38
Vista Investment Partners II
Indiana
$384K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$378K
JWCA
40
J.W. Cole Advisors
Florida
$375K
PS
41
Principal Securities
Iowa
$363K
SAM
42
S.A. Mason
Michigan
$362K
SC
43
Scotia Capital
Ontario, Canada
$338K
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$335K
TFS
45
Thoroughbred Financial Services
Tennessee
$304K
SCM
46
Saxony Capital Management
Missouri
$296K
RIP
47
Reliant Investment Partners
North Carolina
$294K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$254K
IA
49
Integrity Alliance
Iowa
$252K
GT
50
Greenleaf Trust
Michigan
$234K