RFV icon

Invesco S&P MidCap 400 Pure Value ETF

21 hedge funds and large institutions have $25M invested in Invesco S&P MidCap 400 Pure Value ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BOS
1
Bank of Stockton
California
$6.71M 143,956 +16,138 +13%
Morgan Stanley
2
Morgan Stanley
New York
$4.13M 88,680 -3,152 -3%
CCM
3
Condor Capital Management
New Jersey
$3.11M 66,704 +27,391 +70%
Bank of America
4
Bank of America
North Carolina
$2.69M 57,749 -55,132 -49%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.77M 37,906 +37,212 +5,362%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$1.72M 36,825 -5,474 -13%
CA
7
Cetera Advisors
Colorado
$982K 21,095 -130 -0.6%
U
8
UBS
Switzerland
$974K 20,902 +13,180 +171%
LPL Financial
9
LPL Financial
California
$888K 18,676 -6,209 -25%
Wells Fargo
10
Wells Fargo
California
$534K 11,445 +1,513 +15%
Goldman Sachs
11
Goldman Sachs
New York
$426K 9,147 +9,147 New
CS
12
Credit Suisse
Switzerland
$379K 8,140 +8,140 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$329K 7,055 +563 +9%
PI
14
Placemark Investments
Illinois
$249K 5,351 +367 +7%
JFA
15
JNBA Financial Advisors
Minnesota
$28K 600 +600 New
WA
16
WFG Advisors
Texas
$26K 550
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$26K 555
AIG
18
American International Group
New York
$22.6K 485 +485 New
MFS
19
MSI Financial Services
Massachusetts
$14K 301 -43 -13%
Creative Planning
20
Creative Planning
Kansas
$12K 250
Nomura Holdings
21
Nomura Holdings
Japan
$9K 200 +200 New
RJA
22
Raymond James & Associates
Florida
-13,415 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-9,100 Closed
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
-4,709 Closed