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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
$20.6M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.14M
3
RPCA
Running Point Capital Advisors
California
$594K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$335K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.24M

Top Sellers

1
IMC Chicago
IMC Chicago
Illinois
$0
2
FTS
Fifth Third Securities
Ohio
$360K
3
LPL Financial
LPL Financial
California
$9.71M
4
FFN
Focus Financial Network
Minnesota
$0
5
DQRIM
Dale Q Rice Investment Management
Washington
$425K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$151K +$22.2K +184 +17%
CA
52
CoreCap Advisors
Michigan
$137K – – –
JFA
53
JNBA Financial Advisors
Minnesota
$132K – – –
EWP
54
Elevation Wealth Partners
California
$78.6K -$230K -1,900 -75%
PA
55
Parallel Advisors
California
$78.6K – – –
IA
56
IFP Advisors
Florida
$75.8K -$10.1K -84 -12%
US Bancorp
57
US Bancorp
Minnesota
$72.5K – – –
CFD
58
Creative Financial Designs
Indiana
$60K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$52.2K – – –
AWM
60
AllSquare Wealth Management
New York
$41.7K – – –
NA
61
NewEdge Advisors
Louisiana
$36.1K -$18.5K -153 -34%
NWM
62
Nova Wealth Management
Florida
$31.2K +$9.91K +82 +47%
UB
63
UMB Bank
Missouri
$24.2K +$12.1K +100 +100%
BWL
64
Bogart Wealth LLC
Virginia
$20.9K +$121 +1 +0.6%
ME
65
McIlrath & Eck
Washington
$16.6K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$13K -$3.4K -29 -21%
GWM
67
Geneos Wealth Management
Colorado
$11.2K -$11.2K -93 -50%
CIAS
68
CBIZ Investment Advisory Services
Ohio
$9.7K – – –
AIC
69
Archer Investment Corporation
Indiana
$5.32K +$2.06K +17 +63%
SWA
70
SOA Wealth Advisors
New York
$4.13K – – –
TSMHT
71
Thurston Springer Miller Herd & Titak
Indiana
$2.6K +$2.6K +21 New
GSWM
72
Golden State Wealth Management
California
$1.69K – – –
BCWM
73
Bartlett & Co Wealth Management
Ohio
$1.45K – – –
GRP
74
Global Retirement Partners
California
$1.45K +$1.45K +12 New
T
75
Transce3nd
Texas
$1.09K +$846 +7 +350%
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