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Invesco S&P MidCap 400 Pure Growth ETF

87 hedge funds and large institutions have $73.4M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.11% less ownership

Funds ownership: 151.73%150.63% (-1.1%)

16% less funds holding

Funds holding: 10387 (-16)

39% less capital invested

Capital invested by funds: $121M → $73.4M (-$47.2M)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

65% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 20

Holders
87
Holders Change
-16
Holders Change %
-15.53%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
28
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
26
Northeast Financial Consultants
Connecticut
$469K
Ameriprise
27
Ameriprise
Minnesota
$463K -$564K -20,040 -49%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$372K -$55.3K -1,965 -11%
RJA
29
Raymond James & Associates
Florida
$369K -$72.9K -2,590 -14%
UCFA
30
United Capital Financial Advisors
Texas
$352K -$563 -20 -0.1%
SFS
31
Sowell Financial Services
Arkansas
$335K -$43.6K -1,550 -9%
Stifel Financial
32
Stifel Financial
Missouri
$287K +$56.3K +2,000 +18%
Creative Planning
33
Creative Planning
Kansas
$234K -$4.08K -145 -1%
LFAS
34
Level Four Advisory Services
Texas
$232K
CBB
35
Citizens Business Bank
California
$219K
PAG
36
Private Advisor Group
New Jersey
$204K -$17K -605 -6%
SF
37
Synovus Financial
Georgia
$195K +$422 +15 +0.2%
JCM
38
Jacobi Capital Management
Pennsylvania
$175K +$422 +15 +0.2%
BBHC
39
Brown Brothers Harriman & Co
New York
$141K -$264K -9,365 -60%
PGAM
40
Princeton Global Asset Management
New Jersey
$123K -$127K -4,500 -45%
US Bancorp
41
US Bancorp
Minnesota
$122K +$120K +4,250 +353%
GWS
42
Glassman Wealth Services
Virginia
$115K
QAM
43
QCI Asset Management
New York
$85K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$82K
TAIM
45
TD Ameritrade Investment Management
Nebraska
$67K +$84.2K +2,990 New
CT
46
Caldwell Trust
Florida
$63.6K
GT
47
Glenmede Trust
Pennsylvania
$61K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$58K +$32.7K +1,160 +82%
SIC
49
Salem Investment Counselors
North Carolina
$56K
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$52K +$69.7K +2,475 New