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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 $96.7M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMC Chicago
IMC Chicago
Illinois
+$2.95M
2
SWA
Stratos Wealth Advisors
Ohio
+$759K
3
UBS Group
UBS Group
Switzerland
+$578K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$528K
5
Morgan Stanley
Morgan Stanley
New York
+$492K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$4.87M
2
AAS
Avantax Advisory Services
Texas
-$3.99M
3
Stifel Financial
Stifel Financial
Missouri
-$2.53M
4
CS
Capital Square
Tennessee
-$1.23M
5
LPL Financial
LPL Financial
California
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
51
Principal Securities
Iowa
$168K – – –
MTC
52
Matrix Trust Company
Colorado
$138K +$43.5K +380 +46%
PA
53
PSI Advisors
Florida
$137K – – –
CA
54
CoreCap Advisors
Michigan
$129K +$9.59K +84 +8%
JFA
55
JNBA Financial Advisors
Minnesota
$125K -$5.36K -47 -4%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$121K +$12.6K +110 +12%
IA
57
IFP Advisors
Florida
$81.1K – – –
PA
58
Parallel Advisors
California
$74.2K – – –
US Bancorp
59
US Bancorp
Minnesota
$68.5K – – –
CFD
60
Creative Financial Designs
Indiana
$56.6K – – –
NA
61
NewEdge Advisors
Louisiana
$51.5K +$114 +1 +0.2%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$49.3K – – –
AWM
63
AllSquare Wealth Management
New York
$39.4K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$28.4K – – –
GWM
65
Geneos Wealth Management
Colorado
$21.2K +$10.6K +93 +100%
NWM
66
Nova Wealth Management
Florida
$20.1K +$20.1K +176 New
BWL
67
Bogart Wealth LLC
Virginia
$19.6K +$114 +1 +0.6%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
ME
69
McIlrath & Eck
Washington
$15.6K – – –
UB
70
UMB Bank
Missouri
$11.4K +$11.4K +100 New
CIAS
71
CBIZ Investment Advisory Services
Ohio
$9.1K +$114 +1 +1%
RPCA
72
Running Point Capital Advisors
California
$7.19K – – –
SWM
73
Spire Wealth Management
Virginia
$7.18K – – –
AG
74
AmeriFlex Group
Nevada
$4.68K – – –
SWA
75
SOA Wealth Advisors
New York
$3.87K – – –
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3
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