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Invesco S&P MidCap 400 Pure Value ETF

75 hedge funds and large institutions have $94M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$151K
CA
52
CoreCap Advisors
Michigan
$137K
JFA
53
JNBA Financial Advisors
Minnesota
$132K
EWP
54
Elevation Wealth Partners
California
$78.6K
PA
55
Parallel Advisors
California
$78.6K
IA
56
IFP Advisors
Florida
$75.8K
US Bancorp
57
US Bancorp
Minnesota
$72.5K
CFD
58
Creative Financial Designs
Indiana
$60K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$52.2K
AWM
60
AllSquare Wealth Management
New York
$41.7K
NA
61
NewEdge Advisors
Louisiana
$36.1K
NWM
62
Nova Wealth Management
Florida
$31.2K
UB
63
UMB Bank
Missouri
$24.2K
BWL
64
Bogart Wealth LLC
Virginia
$20.9K
ME
65
McIlrath & Eck
Washington
$16.6K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$13K
GWM
67
Geneos Wealth Management
Colorado
$11.2K
CIAS
68
CBIZ Investment Advisory Services
Ohio
$9.7K
AIC
69
Archer Investment Corporation
Indiana
$5.32K
SWA
70
SOA Wealth Advisors
New York
$4.13K
TSMHT
71
Thurston Springer Miller Herd & Titak
Indiana
$2.6K
GSWM
72
Golden State Wealth Management
California
$1.69K
BCWM
73
Bartlett & Co Wealth Management
Ohio
$1.45K
GRP
74
Global Retirement Partners
California
$1.45K
T
75
Transce3nd
Texas
$1.09K