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Invesco S&P MidCap 400 Pure Value ETF

77 hedge funds and large institutions have $141M invested in Invesco S&P MidCap 400 Pure Value ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
51
Principal Securities
Iowa
$127K +$95.5K +855 +304%
CA
52
CoreCap Advisors
Michigan
$92.9K +$11.2K +100 +14%
IA
53
IFP Advisors
Florida
$84K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$73.8K +$670 +6 +0.9%
PA
55
Parallel Advisors
California
$72.6K
Jones Financial Companies
56
Jones Financial Companies
Missouri
$72.3K +$20.8K +186 +40%
HNB
57
Huntington National Bank
Ohio
$71.9K -$76.8K
US Bancorp
58
US Bancorp
Minnesota
$67K
CFD
59
Creative Financial Designs
Indiana
$55.4K
NA
60
NewEdge Advisors
Louisiana
$49.4K -$558 -5 -1%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$48.4K
GWM
62
Geneos Wealth Management
Colorado
$43.9K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$43K -$36.5K -328 -46%
AWM
64
AllSquare Wealth Management
New York
$38.5K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$27.8K -$37.9K -339 -58%
RIA
66
Realta Investment Advisors
Delaware
$25.8K +$112 +1 +0.4%
AssetMark Inc
67
AssetMark Inc
California
$19.4K +$19.4K +174 New
BWL
68
Bogart Wealth LLC
Virginia
$19K +$112 +1 +0.6%
ME
69
McIlrath & Eck
Washington
$15.3K -$4.69K -42 -23%
IAIM
70
International Assets Investment Management
Florida
$11.4K +$11.4K +102 New
CIAS
71
CBIZ Investment Advisory Services
Ohio
$8.8K +$111 +1 +1%
RPCA
72
Running Point Capital Advisors
California
$7.04K
SWA
73
SOA Wealth Advisors
New York
$3.74K
AIC
74
Archer Investment Corporation
Indiana
$3.02K +$2.01K +18 +200%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$1.56K -$4.25K -38 -73%