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

72 hedge funds and large institutions have $192M invested in Invesco S&P MidCap 400 Pure Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+11
Holders Change %
+18.03%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
22
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.5M
2
PG
2
Prostatis Group
Maryland
$6.53M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$4.23M
4
SAM
4
Synergy Asset Management
Washington
$4.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.4M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$0
2
CPC
2
Consolidated Planning Corp
Georgia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.48M
4
LPL Financial
4
LPL Financial
California
$8.93M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
– -$489K -4,966 Closed
PFC
77
Phocas Financial Corp
California
– -$291K -2,950 Closed
PTC
78
Private Trust Company
Ohio
– -$40.8K -414 Closed
CAS
79
Coppell Advisory Solutions
Texas
– -$4.36K -48 Closed
1 2 3
4