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

61 hedge funds and large institutions have $87.3M invested in Invesco S&P MidCap 400 Pure Value ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+20
Holders Change %
+48.78%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
15
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.54M
2
Bank of America
2
Bank of America
North Carolina
$7.88M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.7M
4
Wells Fargo
4
Wells Fargo
California
$5.05M
5
LPL Financial
5
LPL Financial
California
$13.3M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.35M
2
Ameriprise
2
Ameriprise
Minnesota
$5.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
SL
4
Systelligence LLC
Minnesota
$4.94M
5
IMC Chicago
5
IMC Chicago
Illinois
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$453K – – –
Goldman Sachs
27
Goldman Sachs
New York
$364K – – –
ASN
28
Advisory Services Network
Georgia
$356K – – –
DWMG
29
DB Wealth Management Group
California
$353K +$353K +3,896 New
BA
30
Bridge Advisory
California
$344K +$344K +3,791 New
QWM
31
QP Wealth Management
New Jersey
$342K +$342K +3,773 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$303K +$303K +3,341 New
ARC
33
Advisor Resource Council
Texas
$286K +$286K +3,153 New
SAM
34
S.A. Mason
Michigan
$282K – – –
SWP
35
Stratos Wealth Partners
Ohio
$256K +$256K +2,825 New
CB
36
Commerce Bank
Missouri
$250K – – –
WDL
37
Well Done LLC
Michigan
$248K – – –
PA
38
PSI Advisors
Florida
$243K – – –
UBS Group
39
UBS Group
Switzerland
$229K +$5.44K +60 +2%
EH
40
Equitable Holdings
New York
$209K +$209K +2,300 New
PFC
41
Phocas Financial Corp
California
$195K -$34K -375 -15%
JFA
42
JNBA Financial Advisors
Minnesota
$103K – – –
HI
43
Harbour Investments
Wisconsin
$89.7K +$76.7K +845 +587%
CFGS
44
Concourse Financial Group Securities
Alabama
$77.6K +$27.3K +301 +54%
US Bancorp
45
US Bancorp
Minnesota
$71.7K – – –
HNB
46
Huntington National Bank
Ohio
$58.4K -$51K – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$44.7K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$44.2K – – –
BAM
49
Belpointe Asset Management
Nevada
$42.8K +$42.8K +472 New
AWM
50
AllSquare Wealth Management
New York
$31.3K – – –
1
2
3