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Invesco S&P MidCap 400 Pure Growth ETF

91 hedge funds and large institutions have $314M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

32.22% more ownership

Funds ownership: 177.02%209.25% (+32%)

20% more capital invested

Capital invested by funds: $262M → $314M (+$52.7M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more funds holding

Funds holding: 8291 (+9)

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
13
Increased
36
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.97M +$50.6K +1,985 +3%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.95M +$98.6K +3,870 +5%
BRCM
28
Bright Rock Capital Management
Massachusetts
$1.73M +$1.77M +69,500 New
CBB
29
Citizens Business Bank
California
$1.7M -$79.9K -3,135 -4%
SEIA
30
Signature Estate & Investment Advisors
California
$1.66M +$536K +21,035 +46%
SWP
31
Stratos Wealth Partners
Ohio
$1.65M +$134K +5,260 +9%
EWMCB
32
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.51M -$46.9K -1,840 -3%
Ameriprise
33
Ameriprise
Minnesota
$1.36M +$68.3K +2,680 +5%
SI
34
Stephens Inc
Arkansas
$1.3M +$31.2K +1,225 +2%
BRWA
35
B. Riley Wealth Advisors
Florida
$1.18M -$60.3K -2,365 -5%
SI
36
SII Investments
Wisconsin
$1.14M -$56.2K -2,205 -5%
Citadel Advisors
37
Citadel Advisors
Florida
$983K -$821K -32,220 -45%
UCFA
38
United Capital Financial Advisors
Texas
$930K -$132K -5,195 -12%
FAAS
39
First Allied Advisory Services
California
$884K +$127 +5 +0%
I2I
40
Insight 2811 Inc
Illinois
$761K
VKH
41
Virtu KCG Holdings
New York
$712K +$728K +28,565 New
AFG
42
Albion Financial Group
Utah
$680K +$3.95K +155 +0.6%
VFA
43
Voya Financial Advisors
Connecticut
$609K +$86.1K +3,380 +16%
OC
44
Oppenheimer & Co
New York
$590K +$119K +4,670 +25%
CFA
45
Cahill Financial Advisors
Minnesota
$589K +$382 +15 +0.1%
KM
46
Kalos Management
Georgia
$572K
CWM
47
Concert Wealth Management
California
$530K +$77.6K +3,045 +17%
SG Americas Securities
48
SG Americas Securities
New York
$463K -$249K -9,790 -35%
WA
49
WESPAC Advisors
California
$463K +$114K +4,475 +32%
FIM
50
Freedom Investment Management
Connecticut
$459K -$1.3M -50,830 -73%