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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 $126M invested in Invesco S&P MidCap 400 Pure Value ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.8M
3
SL
3
Systelligence LLC
Minnesota
$8.23M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.13M
5
PAG
5
Private Advisor Group
New Jersey
$2.03M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.01M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
US Bancorp
4
US Bancorp
Minnesota
$77.8K
5
FIS
5
Fischer Investment Strategies
California
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$40.8K 414 +414 New
GWM
52
Geneos Wealth Management
Colorado
$38.7K 393 +93 +31%
AWM
53
AllSquare Wealth Management
New York
$34K 345 – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$24.5K 249 +249 New
RPCA
55
Running Point Capital Advisors
California
$18.4K 187 – –
BWL
56
Bogart Wealth LLC
Virginia
$16.6K 168 – –
CAS
57
Coppell Advisory Solutions
Texas
$4.36K 48 +48 New
SWA
58
SOA Wealth Advisors
New York
$3.27K 33 – –
SWM
59
Spire Wealth Management
Virginia
$2.27K 23 – –
BCWM
60
Bartlett & Co Wealth Management
Ohio
$197 2 +2 New
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$99 1 – –
FTUS
62
Flow Traders U.S.
New York
– – -12,936 Closed
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
– – -303 Closed
OAJ
64
Ogorek Anthony Joseph
New York
– – – –
BC
65
Bartlett & Co
Ohio
$0 2 +2 New
1 2
3