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

75 hedge funds and large institutions have $94M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.91M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.72M
3
RPCA
Running Point Capital Advisors
California
+$586K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$305K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$297K

Top Sellers

1
IMC Chicago
IMC Chicago
Illinois
-$2.95M
2
FTS
Fifth Third Securities
Ohio
-$2.21M
3
LPL Financial
LPL Financial
California
-$1.48M
4
FFN
Focus Financial Network
Minnesota
-$971K
5
DQRIM
Dale Q Rice Investment Management
Washington
-$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$497K -$317K -2,624 -39%
Goldman Sachs
27
Goldman Sachs
New York
$494K +$9.07K +75 +2%
SWP
28
Stratos Wealth Partners
Ohio
$477K -$23.3K -193 -5%
KWM
29
Kingsview Wealth Management
Oregon
$470K +$7.98K +66 +2%
Creative Planning
30
Creative Planning
Kansas
$455K +$20.3K +168 +5%
AWA
31
Arkadios Wealth Advisors
Georgia
$449K +$5.56K +46 +1%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$443K +$119K +981 +37%
DQRIM
33
Dale Q Rice Investment Management
Washington
$425K -$703K -5,610 -62%
WA
34
Waverly Advisors
Alabama
$403K +$4.59K +38 +1%
FTS
35
Fifth Third Securities
Ohio
$360K -$2.21M -18,301 -86%
JWCA
36
J.W. Cole Advisors
Florida
$355K -$11.4K -94 -3%
SAM
37
S.A. Mason
Michigan
$341K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$335K +$305K +2,525 +1,014%
SC
39
Scotia Capital
Ontario, Canada
$319K – – –
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$316K – – –
PS
41
Principal Securities
Iowa
$315K +$148K +1,222 +88%
TFS
42
Thoroughbred Financial Services
Tennessee
$310K +$604 +5 +0.2%
HA
43
Huntleigh Advisors
Missouri
$290K -$57.9K -479 -17%
RIP
44
Reliant Investment Partners
North Carolina
$274K -$25.9K -214 -9%
UIM
45
Unified Investment Management
Georgia
$267K +$2.9K +24 +1%
WDL
46
Well Done LLC
Michigan
$221K -$298K -2,465 -57%
GT
47
Greenleaf Trust
Michigan
$221K -$149K -1,230 -40%
CIA
48
Concurrent Investment Advisors
Florida
$219K +$219K +1,813 New
PWM
49
Purus Wealth Management
California
$219K +$121 +1 +0.1%
SEIA
50
Signature Estate & Investment Advisors
California
$207K +$207K +1,714 New
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