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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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.5M 433,958 +242,729 +127%
FIS
2
Fischer Investment Strategies
California
$15.3M 131,069 +19,510 +17%
Bank of America
3
Bank of America
North Carolina
$14.5M 124,249 +6,470 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.4M 114,753 +28,719 +33%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M 111,946 +323 +0.3%
SL
6
Systelligence LLC
Minnesota
$8.94M 76,812 -6,697 -8%
LPL Financial
7
LPL Financial
California
$8.93M 76,676 -10,910 -12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.74M 57,878 +12,254 +27%
PG
9
Prostatis Group
Maryland
$6.53M 56,067 +56,067 New
Wells Fargo
10
Wells Fargo
California
$5.57M 47,865 +706 +1%
SWA
11
Stratos Wealth Advisors
Ohio
$5.5M 47,272 -183 -0.4%
RWA
12
Redhawk Wealth Advisors
Minnesota
$4.23M 36,303 +36,303 New
SAM
13
Synergy Asset Management
Washington
$4.16M 35,766 +35,766 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.38M 29,061 -7,503 -21%
FFN
15
Focus Financial Network
Minnesota
$2.56M 21,958 +4,473 +26%
Stifel Financial
16
Stifel Financial
Missouri
$2.48M 21,302 +582 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.48M 21,273 -19,413 -48%
PAG
18
Private Advisor Group
New Jersey
$2.32M 19,902 -748 -4%
Ameriprise
19
Ameriprise
Minnesota
$1.98M 17,048 +757 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$1.85M 15,886 +10,646 +203%
CIS
21
Custom Index Systems
New York
$1.7M 14,627 +14,627 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.41M 12,141 -5,770 -32%
TPWM
23
Twelve Points Wealth Management
Massachusetts
$1.4M 12,059 +663 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$941K 8,085 +1,384 +21%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$908K 7,799 +3,809 +95%
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