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Invesco S&P MidCap 400 Pure Growth ETF

72 hedge funds and large institutions have $263M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

13% more funds holding

Funds holding: 6472 (+8)

5% more capital invested

Capital invested by funds: $250M → $263M (+$13M)

0.49% more ownership

Funds ownership: 156.15%156.64% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
12
Increased
30
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
SII Investments
Wisconsin
$1.04M -$6.22K -255 -0.6%
MIM
27
Miller Investment Management
Pennsylvania
$923K -$723K -29,650 -44%
CIC
28
Carnegie Investment Counsel
Ohio
$919K +$16.6K +680 +2%
CWM
29
Concert Wealth Management
California
$919K +$208K +8,515 +29%
BRWA
30
B. Riley Wealth Advisors
Florida
$885K +$50.2K +2,060 +6%
JP Morgan Chase
31
JP Morgan Chase
New York
$851K +$561K +23,020 +201%
WA
32
WFG Advisors
Texas
$757K +$151K +6,190 +25%
I2I
33
Insight 2811 Inc
Illinois
$720K +$744K +30,500 New
CFA
34
Cahill Financial Advisors
Minnesota
$708K +$83.3K +3,415 +14%
PSUF
35
People's United Financial
Connecticut
$588K -$21.3K -875 -4%
VFS
36
VSR Financial Services
Kansas
$560K +$52.3K +2,145 +10%
SFA
37
Sequoia Financial Advisors
Ohio
$533K -$96.2K -3,945 -15%
MCM
38
McMillion Capital Management
North Carolina
$532K
FMBTD
39
First Midwest Bank Trust Division
Illinois
$444K
FAAS
40
First Allied Advisory Services
California
$438K +$176K +7,220 +68%
VKH
41
Virtu KCG Holdings
New York
$423K +$418K +17,150 New
Creative Planning
42
Creative Planning
Kansas
$419K
MWP
43
MYCIO Wealth Partners
Pennsylvania
$409K +$403K +16,550 New
GT
44
Greenleaf Trust
Michigan
$395K
HighTower Advisors
45
HighTower Advisors
Illinois
$386K +$381K +15,635 New
MHS
46
M Holdings Securities
Oregon
$348K +$344K +14,095 New
FIM
47
Freedom Investment Management
Connecticut
$335K -$16.2K -665 -5%
PAS
48
Partnervest Advisory Services
California
$327K +$21.9K +900 +7%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$321K +$116K +4,750 +58%
Brown Advisory
50
Brown Advisory
Maryland
$314K