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

79 hedge funds and large institutions have $96.7M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMC Chicago
IMC Chicago
Illinois
+$2.95M
2
SWA
Stratos Wealth Advisors
Ohio
+$759K
3
UBS Group
UBS Group
Switzerland
+$578K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$528K
5
Morgan Stanley
Morgan Stanley
New York
+$492K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$4.87M
2
AAS
Avantax Advisory Services
Texas
-$3.99M
3
Stifel Financial
Stifel Financial
Missouri
-$2.53M
4
CS
Capital Square
Tennessee
-$1.23M
5
LPL Financial
LPL Financial
California
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$586K – – –
ASN
27
Advisory Services Network
Georgia
$564K -$456 -4 -0.1%
KAS
28
Kestra Advisory Services
Texas
$541K +$97.3K +853 +22%
WDL
29
Well Done LLC
Michigan
$520K – – –
SWP
30
Stratos Wealth Partners
Ohio
$472K -$49K -429 -9%
Goldman Sachs
31
Goldman Sachs
New York
$458K – – –
KWM
32
Kingsview Wealth Management
Oregon
$436K +$8.56K +75 +2%
AWA
33
Arkadios Wealth Advisors
Georgia
$419K +$20.2K +177 +5%
Creative Planning
34
Creative Planning
Kansas
$410K +$2.05K +18 +0.5%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$398K -$115K -1,007 -22%
WA
36
Waverly Advisors
Alabama
$376K +$15.4K +135 +4%
IA
37
Integrity Alliance
Iowa
$360K +$360K +3,156 New
GT
38
Greenleaf Trust
Michigan
$349K +$140K +1,230 +67%
JWCA
39
J.W. Cole Advisors
Florida
$346K +$346K +3,031 New
HA
40
Huntleigh Advisors
Missouri
$329K – – –
SAM
41
S.A. Mason
Michigan
$322K – – –
CB
42
Commerce Bank
Missouri
$314K – – –
Jones Financial Companies
43
Jones Financial Companies
Missouri
$306K +$106K +927 +53%
SC
44
Scotia Capital
Ontario, Canada
$301K +$1.14K +10 +0.4%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$298K – – –
TFS
46
Thoroughbred Financial Services
Tennessee
$292K +$570 +5 +0.2%
EWP
47
Elevation Wealth Partners
California
$291K – – –
RIP
48
Reliant Investment Partners
North Carolina
$283K -$1.71K -15 -0.6%
UIM
49
Unified Investment Management
Georgia
$249K +$249K +2,184 New
PWM
50
Purus Wealth Management
California
$206K +$114 +1 +0.1%
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