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

47 hedge funds and large institutions have $48.8M invested in Invesco S&P MidCap 400 Pure Value ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$4.53M
2
CW
Connectus Wealth
Ohio
+$1.73M
3
Ameriprise
Ameriprise
Minnesota
+$1.24M
4
IMC Chicago
IMC Chicago
Illinois
+$1.09M
5
EH
Equitable Holdings
New York
+$996K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.99M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.06M
3
Morgan Stanley
Morgan Stanley
New York
-$1.56M
4
Jane Street
Jane Street
New York
-$1.2M
5
TRCT
Tower Research Capital (TRC)
New York
-$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$229K – – –
WDL
27
Well Done LLC
Michigan
$228K – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$224K – – –
UBS Group
29
UBS Group
Switzerland
$209K +$20.7K +248 +11%
JFA
30
JNBA Financial Advisors
Minnesota
$95K – – –
US Bancorp
31
US Bancorp
Minnesota
$66K – – –
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$65K +$6.27K +75 +11%
CFGS
33
Concourse Financial Group Securities
Alabama
$65K +$65K +783 New
AWM
34
Avior Wealth Management
Nebraska
$45K – – –
PFS
35
Prospera Financial Services
Texas
$43K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$41K -$83 -1 -0.2%
AWM
37
AllSquare Wealth Management
New York
$29K – – –
GWM
38
Geneos Wealth Management
Colorado
$25K – – –
SWM
39
Spire Wealth Management
Virginia
$19K -$60.7K -719 -76%
BWL
40
Bogart Wealth LLC
Virginia
$14K +$86 +1 +0.6%
HI
41
Harbour Investments
Wisconsin
$12K +$12K +144 New
AW
42
ACG Wealth
Georgia
$11K +$11K +130 New
GRP
43
Global Retirement Partners
California
$11K +$11K +137 New
S
44
SignatureFD
Georgia
$9K -$59.9K -759 -87%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
SWA
46
SOA Wealth Advisors
New York
$2K – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1K – – –
Jane Street
48
Jane Street
New York
– -$1.2M -12,530 Closed
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
– -$255K -2,656 Closed
PWM
50
Purus Wealth Management
California
– -$211K -2,202 Closed
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