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

75 hedge funds and large institutions have $94M invested in Invesco S&P MidCap 400 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.91M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.72M
3
RPCA
Running Point Capital Advisors
California
+$586K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$305K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$297K

Top Sellers

1
IMC Chicago
IMC Chicago
Illinois
-$2.95M
2
FTS
Fifth Third Securities
Ohio
-$2.21M
3
LPL Financial
LPL Financial
California
-$1.48M
4
FFN
Focus Financial Network
Minnesota
-$971K
5
DQRIM
Dale Q Rice Investment Management
Washington
-$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.6M +$1.91M +15,805 +10%
LPL Financial
2
LPL Financial
California
$9.71M -$1.48M -12,256 -13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.99M +$37.7K +312 +0.4%
SWA
4
Stratos Wealth Advisors
Ohio
$8.25M +$289K +2,389 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.24M +$297K +2,454 +5%
Bank of America
6
Bank of America
North Carolina
$4.76M -$86.2K -713 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$3.87M -$689K -5,700 -15%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.53M -$197K -1,626 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.51M +$56.8K +469 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.14M +$1.72M +14,232 +408%
AAS
11
Avantax Advisory Services
Texas
$1.95M -$27.9K -231 -1%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$1.54M -$13.8K -114 -0.9%
Wells Fargo
13
Wells Fargo
California
$1.44M -$60.2K -498 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.37M -$456K -3,775 -25%
UBS Group
15
UBS Group
Switzerland
$1.01M -$49.4K -409 -5%
MML Investors Services
16
MML Investors Services
Massachusetts
$940K -$640K -5,296 -41%
Ameriprise
17
Ameriprise
Minnesota
$931K -$343K -2,835 -27%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$873K -$333K -2,755 -28%
ASN
19
Advisory Services Network
Georgia
$821K +$214K +1,744 +35%
Citadel Advisors
20
Citadel Advisors
Florida
$725K -$261K -2,158 -26%
HI
21
Harbour Investments
Wisconsin
$638K -$83.5K -691 -12%
TPWM
22
Twelve Points Wealth Management
Massachusetts
$627K -$674K -5,573 -52%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$620K – – –
RPCA
24
Running Point Capital Advisors
California
$594K +$586K +4,848 +7,695%
KAS
25
Kestra Advisory Services
Texas
$550K -$22.7K -188 -4%
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