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

79 hedge funds and large institutions have $96.7M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMC Chicago
IMC Chicago
Illinois
+$2.95M
2
SWA
Stratos Wealth Advisors
Ohio
+$759K
3
UBS Group
UBS Group
Switzerland
+$578K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$528K
5
Morgan Stanley
Morgan Stanley
New York
+$492K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$4.87M
2
AAS
Avantax Advisory Services
Texas
-$3.99M
3
Stifel Financial
Stifel Financial
Missouri
-$2.53M
4
CS
Capital Square
Tennessee
-$1.23M
5
LPL Financial
LPL Financial
California
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M +$492K +4,315 +3%
LPL Financial
2
LPL Financial
California
$10.6M -$1.18M -10,300 -10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.45M +$40.2K +352 +0.5%
SWA
4
Stratos Wealth Advisors
Ohio
$7.51M +$759K +6,652 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.61M +$528K +4,630 +10%
Bank of America
6
Bank of America
North Carolina
$4.57M -$226K -1,977 -5%
Raymond James Financial
7
Raymond James Financial
Florida
$4.31M -$4.87M -42,711 -53%
IMC Chicago
8
IMC Chicago
Illinois
$2.95M +$2.95M +25,830 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.58M -$102K -891 -4%
FTS
10
Fifth Third Securities
Ohio
$2.43M +$86.6K +759 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.31M +$340K +2,980 +17%
AAS
12
Avantax Advisory Services
Texas
$1.87M -$3.99M -35,000 -68%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.72M +$78.9K +691 +5%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.49M +$85.1K +746 +6%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$1.47M +$374K +3,281 +34%
Wells Fargo
16
Wells Fargo
California
$1.42M -$83.4K -731 -6%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.23M -$1.83K -16 -0.1%
Ameriprise
18
Ameriprise
Minnesota
$1.2M +$21.7K +190 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.14M +$489K +4,282 +75%
DQRIM
20
Dale Q Rice Investment Management
Washington
$1.03M -$13.2K -116 -1%
UBS Group
21
UBS Group
Switzerland
$1M +$578K +5,065 +137%
FFN
22
Focus Financial Network
Minnesota
$971K +$17.2K +151 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$930K +$244K +2,142 +36%
PAG
24
Private Advisor Group
New Jersey
$769K -$281K -2,459 -27%
HI
25
Harbour Investments
Wisconsin
$682K -$61.5K -539 -8%
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