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

61 hedge funds and large institutions have $134M invested in Invesco S&P MidCap 400 Pure Value ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
12
Increased
29
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.4M
2
Bank of America
2
Bank of America
North Carolina
$14.8M
3
SWA
3
Stratos Wealth Advisors
Ohio
$4.63M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.49M
5
FEM
5
Fulcrum Equity Management
Texas
$4.87M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.3M
2
Ameriprise
2
Ameriprise
Minnesota
$1.83M
3
LPL Financial
3
LPL Financial
California
$11.5M
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$53.8K +$7.35K +78 +16%
BAM
52
Belpointe Asset Management
Nevada
$44.5K – – –
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$43.6K – – –
AWM
54
AllSquare Wealth Management
New York
$32.5K – – –
GWM
55
Geneos Wealth Management
Colorado
$28.3K – – –
BWL
56
Bogart Wealth LLC
Virginia
$15.7K +$94 +1 +0.6%
AWM
57
Accel Wealth Management
Iowa
$13.7K +$4.24K +45 +45%
SWM
58
Spire Wealth Management
Virginia
$10.8K +$9.51K +101 +721%
PFBT
59
Parkside Financial Bank & Trust
Missouri
$3.96K +$3.96K +42 New
SWA
60
SOA Wealth Advisors
New York
$3.1K – – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$2.55K +$1.34K +14,234 +111%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$94 – – –
IMC Chicago
63
IMC Chicago
Illinois
– -$1.24M -13,625 Closed
AI
64
Atria Investments
North Carolina
– -$1.04M -11,493 Closed
IWM
65
Iams Wealth Management
Nebraska
– -$613K -6,751 Closed
BCM
66
Brookstone Capital Management
Illinois
– -$522K -5,420 Closed
EH
67
Equitable Holdings
New York
– -$209K -2,300 Closed
MCC
68
Money Concepts Capital
Florida
– -$20K -220 Closed
S
69
SignatureFD
Georgia
– -$6.38K -70 Closed
CASC
70
Coppell Advisory Solutions Corp
Texas
– -$4.36K -48 Closed
CAS
71
Coppell Advisory Solutions
Texas
– -$4.36K -48 Closed
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
– -$4K -44 Closed
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