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Invesco S&P MidCap 400 Pure Value ETF

45 hedge funds and large institutions have $44.2M invested in Invesco S&P MidCap 400 Pure Value ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$216K +$216K +2,238 New
PWM
27
Purus Wealth Management
California
$213K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$208K +$208K +2,156 New
JFA
29
JNBA Financial Advisors
Minnesota
$110K
SWM
30
Spire Wealth Management
Virginia
$103K -$13.7K -142 -12%
LWCFA
31
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K +$94K +970 New
US Bancorp
32
US Bancorp
Minnesota
$76K
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$68K +$18.6K +191 +38%
AWM
34
Avior Wealth Management
Nebraska
$53K
Fidelity Investments
35
Fidelity Investments
Massachusetts
$48K +$20.2K +207 +72%
PCMC
36
Paragon Capital Management (Colorado)
Colorado
$39K +$39K +404 New
AWM
37
AllSquare Wealth Management
New York
$33K
CWS
38
Confluence Wealth Services
Pennsylvania
$19K +$19K +205 New
BWL
39
Bogart Wealth LLC
Virginia
$16K +$99 +1 +0.6%
KCM
40
KRS Capital Management
Michigan
$12K +$12K +130 New
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$8K
SWA
42
SOA Wealth Advisors
New York
$3K
BFC
43
Bedel Financial Consulting
Indiana
$2K
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$1.93K
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1K +$1K +9 New
Ameriprise
46
Ameriprise
Minnesota
-$7.03M -77,102 Closed
IMC Chicago
47
IMC Chicago
Illinois
-$3.94M -43,299 Closed
SPC
48
Sigma Planning Corp
Michigan
-$342K -3,756 Closed
HI
49
Harbour Investments
Wisconsin
-$41K -452 Closed
IF
50
Ironwood Financial
Arizona
-$8K -85 Closed