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

77 hedge funds and large institutions have $108M invested in Invesco S&P MidCap 400 Pure Value ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$693K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.33M
3
KWM
3
Kingsview Wealth Management
Oregon
$446K
4
Morgan Stanley
4
Morgan Stanley
New York
$17M
5
AAS
5
Avantax Advisory Services
Texas
$5.72M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$810K
3
Bank of America
3
Bank of America
North Carolina
$7.63M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.58M
5
Wells Fargo
5
Wells Fargo
California
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$124K +$47.5K +401 +62%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$116K +$39.2K +331 +51%
CA
53
CoreCap Advisors
Michigan
$98.7K +$118 +1 +0.1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$95.5K +$17.2K +145 +22%
IA
55
IFP Advisors
Florida
$88K -$1.07K -9 -1%
HNB
56
Huntington National Bank
Ohio
$76.3K -$71.9K – –
US Bancorp
57
US Bancorp
Minnesota
$71.1K – – –
CFD
58
Creative Financial Designs
Indiana
$58.8K – – –
NA
59
NewEdge Advisors
Louisiana
$52.6K +$118 +1 +0.2%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$51.1K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$42K -$3.67K -31 -8%
AWM
62
AllSquare Wealth Management
New York
$40.9K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$29.7K -$550K -4,647 -95%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$29.5K – – –
AssetMark Inc
65
AssetMark Inc
California
$20.6K – – –
BWL
66
Bogart Wealth LLC
Virginia
$20.2K – – –
ME
67
McIlrath & Eck
Washington
$16.2K – – –
MTC
68
Matrix Trust Company
Colorado
$15K +$15K +124 New
GWM
69
Geneos Wealth Management
Colorado
$11K -$35.5K -300 -76%
CIAS
70
CBIZ Investment Advisory Services
Ohio
$9.36K -$120 -1 -1%
RPCA
71
Running Point Capital Advisors
California
$7.46K – – –
SWM
72
Spire Wealth Management
Virginia
$7.45K +$6.51K +55 +688%
KFP
73
Keener Financial Planning
Texas
$7K +$7K +66 New
SWA
74
SOA Wealth Advisors
New York
$3.98K +$117 +1 +3%
AIC
75
Archer Investment Corporation
Indiana
$3.2K – – –
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3
4