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Invesco S&P MidCap 400 Pure Value ETF

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$497K
Goldman Sachs
27
Goldman Sachs
New York
$494K
SWP
28
Stratos Wealth Partners
Ohio
$477K
KWM
29
Kingsview Wealth Management
Oregon
$470K
Creative Planning
30
Creative Planning
Kansas
$455K
AWA
31
Arkadios Wealth Advisors
Georgia
$449K
Jones Financial Companies
32
Jones Financial Companies
Missouri
$443K
DQRIM
33
Dale Q Rice Investment Management
Washington
$425K
WA
34
Waverly Advisors
Alabama
$403K
FTS
35
Fifth Third Securities
Ohio
$360K
JWCA
36
J.W. Cole Advisors
Florida
$355K
SAM
37
S.A. Mason
Michigan
$341K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$335K
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
TFS
42
Thoroughbred Financial Services
Tennessee
$310K
HA
43
Huntleigh Advisors
Missouri
$290K
RIP
44
Reliant Investment Partners
North Carolina
$274K
UIM
45
Unified Investment Management
Georgia
$267K
WDL
46
Well Done LLC
Michigan
$221K
GT
47
Greenleaf Trust
Michigan
$221K
CIA
48
Concurrent Investment Advisors
Florida
$219K
PWM
49
Purus Wealth Management
California
$219K
SEIA
50
Signature Estate & Investment Advisors
California
$207K