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Invesco S&P MidCap 400 Pure Value ETF

61 hedge funds and large institutions have $134M invested in Invesco S&P MidCap 400 Pure Value ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
12
Increased
29
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
1
Portfolio Strategies
New York
$23.4M 247,927 +247,927 New
Bank of America
2
Bank of America
North Carolina
$14.8M 157,476 +70,635 +81%
Morgan Stanley
3
Morgan Stanley
New York
$13.9M 147,647 +29,480 +25%
LPL Financial
4
LPL Financial
California
$11.5M 122,462 -24,190 -16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.49M 90,010 +42,560 +90%
Wells Fargo
6
Wells Fargo
California
$5.61M 59,493 +3,809 +7%
SL
7
Systelligence LLC
Minnesota
$5.13M 54,451 -38 -0.1%
FEM
8
Fulcrum Equity Management
Texas
$4.87M 51,631 +37,599 +268%
SWA
9
Stratos Wealth Advisors
Ohio
$4.63M 49,107 +49,107 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.3M 45,629 -48,445 -51%
AWM
11
AE Wealth Management
Kansas
$3.32M 35,205 +11,051 +46%
CPC
12
Consolidated Planning Corp
Georgia
$3.14M 33,345 +33,345 New
LCGC
13
Legacy Capital Group California
California
$2.92M 30,961 +30,961 New
Osaic Holdings
14
Osaic Holdings
Arizona
$2.78M 29,463 +5,808 +25%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.59M 27,504 -265 -1%
Stifel Financial
16
Stifel Financial
Missouri
$2.05M 21,739 +1,951 +10%
UBS Group
17
UBS Group
Switzerland
$2.04M 21,655 +19,132 +758%
CW
18
Connectus Wealth
Ohio
$1.88M 19,945 +445 +2%
Ameriprise
19
Ameriprise
Minnesota
$1.83M 19,441 -42,379 -69%
RJA
20
Raymond James & Associates
Florida
$1.36M 14,440 -485 -3%
FFN
21
Focus Financial Network
Minnesota
$1.18M 12,490 +1,019 +9%
Goldman Sachs
22
Goldman Sachs
New York
$1.11M 11,790 +7,776 +194%
TPWM
23
Twelve Points Wealth Management
Massachusetts
$901K 9,560 +3,045 +47%
BWP
24
Balboa Wealth Partners
Arizona
$788K 8,353 +8,353 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$744K 7,896 +4,555 +136%