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

79 hedge funds and large institutions have $152M invested in Invesco S&P MidCap 400 Pure Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
24
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$9.18M
2
AAS
Avantax Advisory Services
Texas
+$5.5M
3
LPL Financial
LPL Financial
California
+$2.77M
4
CS
Capital Square
Tennessee
+$1.31M
5
AWS
Atria Wealth Solutions
New York
+$1.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.3M
2
FIS
Fischer Investment Strategies
California
-$14.8M
3
PG
Prostatis Group
Maryland
-$5.83M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.56M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Purus Wealth Management
California
$215K +$119 +1 +0.1%
PA
52
PSI Advisors
Florida
$144K – – –
JFA
53
JNBA Financial Advisors
Minnesota
$136K – – –
VF
54
VitalStone Financial
Texas
$107K -$102K -854 -49%
IA
55
IFP Advisors
Florida
$89.7K +$1.43K +12 +2%
CA
56
CoreCap Advisors
Michigan
$87.3K +$87.3K +732 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$85K +$85K +714 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$78.1K +$17.4K +146 +29%
PA
59
Parallel Advisors
California
$77.5K – – –
HNB
60
Huntington National Bank
Ohio
$76.8K -$75K – –
US Bancorp
61
US Bancorp
Minnesota
$71.6K -$22.7K -190 -24%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$70.2K +$40.4K +339 +136%
CFD
63
Creative Financial Designs
Indiana
$59.2K – – –
Jones Financial Companies
64
Jones Financial Companies
Missouri
$55K +$55K +461 New
NA
65
NewEdge Advisors
Louisiana
$53.4K -$14.4K -121 -21%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$51.4K -$3.57K -30 -6%
GWM
67
Geneos Wealth Management
Colorado
$46.9K – – –
AWM
68
AllSquare Wealth Management
New York
$41.2K – – –
PS
69
Principal Securities
Iowa
$33.5K +$33.5K +281 New
RIA
70
Realta Investment Advisors
Delaware
$27.5K +$27.5K +230 New
ME
71
McIlrath & Eck
Washington
$21.4K +$21.4K +179 New
BWL
72
Bogart Wealth LLC
Virginia
$20.2K – – –
PO
73
Private Ocean
California
$11.3K +$11.3K +95 New
CIAS
74
CBIZ Investment Advisory Services
Ohio
$9.36K +$9.36K +78 New
RPCA
75
Running Point Capital Advisors
California
$7.52K -$14.8K -124 -66%
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