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Invesco S&P MidCap 400 Pure Growth ETF

91 hedge funds and large institutions have $185M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.22% more ownership

Funds ownership: 186.28%189.5% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 9491 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

21% less capital invested

Capital invested by funds: $234M → $185M (-$49.3M)

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
23
Reduced
27
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
26
Compton Wealth Advisory Group
Virginia
$1M +$1.11M +38,000 New
SI
27
Stephens Inc
Arkansas
$751K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$738K -$5.85K -200 -0.7%
UCFA
29
United Capital Financial Advisors
Texas
$737K +$585 +20 +0.1%
RJA
30
Raymond James & Associates
Florida
$726K -$645K -22,020 -44%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$700K -$16.5K -565 -2%
WDL
32
Well Done LLC
Michigan
$611K -$258K -8,820 -28%
CC
33
Claybrook Capital
Massachusetts
$611K +$679K +23,180 New
SFS
34
Sowell Financial Services
Arkansas
$537K +$597K +20,395 New
CCA
35
Clearwater Capital Advisors
Illinois
$505K -$11.7K -400 -2%
AG
36
Advisor Group
Arizona
$438K +$13.3K +455 +3%
Citigroup
37
Citigroup
New York
$420K -$47.3K -1,615 -9%
MWP
38
MYCIO Wealth Partners
Pennsylvania
$409K +$1.46K +50 +0.3%
BFA
39
Brendel Financial Advisors
New Hampshire
$402K +$447K +15,265 New
CCP
40
Cardan Capital Partners
Colorado
$388K -$17.2M -587,385 -98%
WIM
41
Westside Investment Management
California
$356K
CBB
42
Citizens Business Bank
California
$344K -$46K -1,570 -11%
LFAS
43
Level Four Advisory Services
Texas
$343K -$11.1K -380 -3%
Brown Advisory
44
Brown Advisory
Maryland
$335K
TSS
45
Two Sigma Securities
New York
$309K +$343K +11,720 New
KTC
46
Kistler-Tiffany Companies
Pennsylvania
$299K
Creative Planning
47
Creative Planning
Kansas
$275K -$40.1K -1,370 -12%
SFP
48
Shepherd Financial Partners
Massachusetts
$271K
CB
49
Commerce Bank
Missouri
$253K
FAAS
50
First Allied Advisory Services
California
$241K -$8.78K -300 -3%