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

77 hedge funds and large institutions have $108M invested in Invesco S&P MidCap 400 Pure Value ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$693K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.33M
3
KWM
3
Kingsview Wealth Management
Oregon
$446K
4
Morgan Stanley
4
Morgan Stanley
New York
$17M
5
AAS
5
Avantax Advisory Services
Texas
$5.72M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$810K
3
Bank of America
3
Bank of America
North Carolina
$7.63M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.58M
5
Wells Fargo
5
Wells Fargo
California
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17M 143,204 +3,516 +3%
LPL Financial
2
LPL Financial
California
$11.7M 98,837 -3,947 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.33M 70,292 +4,649 +7%
Bank of America
4
Bank of America
North Carolina
$7.63M 64,411 -64,469 -50%
RJA
5
Raymond James & Associates
Florida
$7.22M 60,936 -29,086 -32%
SWA
6
Stratos Wealth Advisors
Ohio
$6.55M 55,334 +1,500 +3%
AAS
7
Avantax Advisory Services
Texas
$5.72M 48,304 +1,657 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.58M 47,134 -47,531 -50%
SA
9
Sanctuary Advisors
Indiana
$5.02M 38,936 +1,101 +3%
Stifel Financial
10
Stifel Financial
Missouri
$2.56M 21,638 -73 -0.3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.53M 21,367 -4,260 -17%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.19M 18,523 -1,516 -8%
FTS
13
Fifth Third Securities
Ohio
$2.1M 17,771 -427 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.89M 15,919 -520 -3%
TPWM
15
Twelve Points Wealth Management
Massachusetts
$1.5M 12,647 +287 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.49M 12,557 -1,349 -10%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$1.3M 10,963 +675 +7%
PAG
18
Private Advisor Group
New Jersey
$1.15M 9,674 +54 +0.6%
Wells Fargo
19
Wells Fargo
California
$1.13M 9,523 -35,425 -79%
CS
20
Capital Square
Tennessee
$1.05M 8,851 -2,020 -19%
Ameriprise
21
Ameriprise
Minnesota
$1.03M 8,658 -10,164 -54%
FFN
22
Focus Financial Network
Minnesota
$922K 7,784 +214 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$810K 6,836 -68,414 -91%
OMC
24
Old Mission Capital
Illinois
$693K 5,849 +5,849 New
HI
25
Harbour Investments
Wisconsin
$626K 5,286 +191 +4%
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