We are live on ! Find out more
RFG icon

Invesco S&P MidCap 400 Pure Growth ETF

103 hedge funds and large institutions have $121M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

10% more funds holding

Funds holding: 94103 (+9)

6.33% more ownership

Funds ownership: 145.4%151.73% (+6.3%)

5% more capital invested

Capital invested by funds: $115M → $121M (+$5.49M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
20
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$572K +$242K +8,230 +79%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$571K -$61.9K -2,105 -10%
SFS
28
Sowell Financial Services
Arkansas
$508K -$74.1K -2,520 -13%
UCFA
29
United Capital Financial Advisors
Texas
$485K +$294 +10 +0.1%
BBHC
30
Brown Brothers Harriman & Co
New York
$480K -$275K -9,360 -37%
MWP
31
MYCIO Wealth Partners
Pennsylvania
$480K +$883 +30 +0.2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$420K -$150K -5,110 -27%
IAA
33
Independent Advisor Alliance
North Carolina
$388K +$373K +12,675 New
AG
34
Advisor Group
Arizona
$379K +$5.29K +180 +1%
Brown Advisory
35
Brown Advisory
Maryland
$374K
Stifel Financial
36
Stifel Financial
Missouri
$330K +$73.5K +2,500 +30%
Creative Planning
37
Creative Planning
Kansas
$326K +$4.85K +165 +2%
CCA
38
Clearwater Capital Advisors
Illinois
$320K -$70.6K -2,400 -19%
LFAS
39
Level Four Advisory Services
Texas
$317K
SFP
40
Shepherd Financial Partners
Massachusetts
$315K
CBB
41
Citizens Business Bank
California
$300K -$6.62K -225 -2%
PAG
42
Private Advisor Group
New Jersey
$298K -$37.1K -1,260 -11%
WDL
43
Well Done LLC
Michigan
$297K -$7.21K -245 -2%
SF
44
Synovus Financial
Georgia
$268K +$294 +10 +0.1%
BP
45
Ballentine Partners
Massachusetts
$267K
FAAS
46
First Allied Advisory Services
California
$261K -$3.53K -120 -1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$256K +$20.3K +690 +9%
JCM
48
Jacobi Capital Management
Pennsylvania
$240K +$147 +5 +0.1%
Citadel Advisors
49
Citadel Advisors
Florida
$239K -$417K -14,160 -64%
BRWA
50
B. Riley Wealth Advisors
Florida
$239K +$147 +5 +0.1%