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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 $126M invested in Invesco S&P MidCap 400 Pure Value ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.8M
3
SL
3
Systelligence LLC
Minnesota
$8.23M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.13M
5
PAG
5
Private Advisor Group
New Jersey
$2.03M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.01M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
US Bancorp
4
US Bancorp
Minnesota
$77.8K
5
FIS
5
Fischer Investment Strategies
California
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$489K 4,966 +4,966 New
BA
27
Bridge Advisory
California
$454K 4,613 -268 -5%
OIA
28
OneDigital Investment Advisors
Kansas
$452K 4,591 -42 -0.9%
WDL
29
Well Done LLC
Michigan
$450K 4,565 – –
RJA
30
Raymond James & Associates
Florida
$433K 4,399 +18 +0.4%
HI
31
Harbour Investments
Wisconsin
$411K 4,173 +2,147 +106%
UBS Group
32
UBS Group
Switzerland
$401K 4,073 +150 +4%
Goldman Sachs
33
Goldman Sachs
New York
$395K 4,014 – –
FPAS
34
Focus Partners Advisor Solutions
Missouri
$393K 3,990 +3,990 New
ASN
35
Advisory Services Network
Georgia
$390K 3,963 – –
DWMG
36
DB Wealth Management Group
California
$363K 3,682 – –
SAM
37
S.A. Mason
Michigan
$298K 3,030 -80 -3%
QWM
38
QP Wealth Management
New Jersey
$297K 3,013 +115 +4%
PFC
39
Phocas Financial Corp
California
$291K 2,950 +200 +7%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$287K 2,913 +289 +11%
CB
41
Commerce Bank
Missouri
$271K 2,750 – –
TFS
42
Thoroughbred Financial Services
Tennessee
$205K 2,081 +3 +0.1%
PA
43
PSI Advisors
Florida
$144K 1,462 -225 -13%
JFA
44
JNBA Financial Advisors
Minnesota
$112K 1,138 – –
US Bancorp
45
US Bancorp
Minnesota
$77.8K 790 -6,545 -89%
PA
46
Parallel Advisors
California
$64K 650 – –
HNB
47
Huntington National Bank
Ohio
– – – –
NA
48
NewEdge Advisors
Louisiana
$58.2K 591 -1,302 -69%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$50.1K 509 – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$47K 462 – –
1
2
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