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Invesco S&P MidCap 400 Pure Growth ETF

64 hedge funds and large institutions have $250M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

22% more capital invested

Capital invested by funds: $204M → $250M (+$45.8M)

10% more funds holding

Funds holding: 5864 (+6)

3.37% more ownership

Funds ownership: 152.78%156.15% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
27
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$1.07M +$1.01M +43,355 New
BRCM
27
Bright Rock Capital Management
Massachusetts
$1.05M -$583K -25,000 -37%
CIC
28
Carnegie Investment Counsel
Ohio
$899K +$852K +36,530 New
BRWA
29
B. Riley Wealth Advisors
Florida
$831K +$583 +25 +0.1%
CWM
30
Concert Wealth Management
California
$725K +$685K +29,395 New
SFA
31
Sequoia Financial Advisors
Ohio
$629K +$595K +25,535 New
CFA
32
Cahill Financial Advisors
Minnesota
$622K +$589K +25,260 New
PSUF
33
People's United Financial
Connecticut
$608K -$11.7K -500 -2%
WA
34
WFG Advisors
Texas
$603K +$20.2K +865 +4%
PFG
35
Pacific Financial Group
Washington
$539K +$511K +21,915 New
MCM
36
McMillion Capital Management
North Carolina
$530K -$58.3K -2,500 -10%
VFS
37
VSR Financial Services
Kansas
$506K +$129K +5,535 +37%
FMBTD
38
First Midwest Bank Trust Division
Illinois
$443K
Creative Planning
39
Creative Planning
Kansas
$417K +$273K +11,720 +224%
GT
40
Greenleaf Trust
Michigan
$394K
FIM
41
Freedom Investment Management
Connecticut
$350K -$7.69K -330 -2%
KFS
42
KMS Financial Services
Washington
$326K -$8.16K -350 -3%
Brown Advisory
43
Brown Advisory
Maryland
$313K
PAS
44
Partnervest Advisory Services
California
$304K +$46.2K +1,980 +19%
NPC
45
National Planning Corporation
California
$284K +$57K +2,445 +27%
JP Morgan Chase
46
JP Morgan Chase
New York
$282K +$38.4K +1,645 +17%
KA
47
Kovack Advisors
Florida
$269K -$18.9K -810 -7%
FAAS
48
First Allied Advisory Services
California
$258K -$12.6K -540 -5%
AAM
49
Aureus Asset Management
Massachusetts
$210K +$199K +8,525 New
Northern Trust
50
Northern Trust
Illinois
$210K +$199K +8,550 New