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

77 hedge funds and large institutions have $108M invested in Invesco S&P MidCap 400 Pure Value ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$693K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.33M
3
KWM
3
Kingsview Wealth Management
Oregon
$446K
4
Morgan Stanley
4
Morgan Stanley
New York
$17M
5
AAS
5
Avantax Advisory Services
Texas
$5.72M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$810K
3
Bank of America
3
Bank of America
North Carolina
$7.63M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.58M
5
Wells Fargo
5
Wells Fargo
California
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$613K -$324K -2,735 -35%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$608K – – –
SWP
28
Stratos Wealth Partners
Ohio
$561K +$41K +346 +8%
WDL
29
Well Done LLC
Michigan
$508K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$478K -$243K -2,055 -34%
Goldman Sachs
31
Goldman Sachs
New York
$475K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$456K -$106K -897 -19%
KWM
33
Kingsview Wealth Management
Oregon
$446K +$446K +3,765 New
VR
34
Valued Retirements
Texas
$439K – – –
Creative Planning
35
Creative Planning
Kansas
$423K +$1.3K +11 +0.3%
OIA
36
OneDigital Investment Advisors
Kansas
$414K -$14.2K -120 -3%
KAS
37
Kestra Advisory Services
Texas
$409K +$7.34K +62 +2%
UBS Group
38
UBS Group
Switzerland
$409K -$434K -3,664 -52%
AWA
39
Arkadios Wealth Advisors
Georgia
$367K +$5.81K +49 +2%
9WM
40
9258 Wealth Management
Ohio
$352K +$15.6K +132 +5%
SAM
41
S.A. Mason
Michigan
$351K – – –
CB
42
Commerce Bank
Missouri
$326K – – –
EWP
43
Elevation Wealth Partners
California
$302K – – –
TFS
44
Thoroughbred Financial Services
Tennessee
$298K +$354 +3 +0.1%
PFS
45
Prospera Financial Services
Texas
$224K +$119 +1 +0.1%
GT
46
Greenleaf Trust
Michigan
$216K – – –
PWM
47
Purus Wealth Management
California
$214K +$118 +1 +0.1%
PS
48
Principal Securities
Iowa
$144K +$9.36K +79 +7%
PA
49
PSI Advisors
Florida
$142K – – –
JFA
50
JNBA Financial Advisors
Minnesota
$135K – – –
1
2
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