We are live on ! Find out more
RFG icon

Invesco S&P MidCap 400 Pure Growth ETF

80 hedge funds and large institutions have $92.3M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $73.4M → $92.3M (+$18.9M)

2.78% more ownership

Funds ownership: 150.63%153.41% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 8780 (-7)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

65% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 26

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
9
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$490K +$34.5K +1,270 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$474K -$24.6K -905 -5%
TRCT
28
Tower Research Capital (TRC)
New York
$473K -$2.52M -92,565 -85%
UCFA
29
United Capital Financial Advisors
Texas
$457K -$16.6K -610 -4%
RJA
30
Raymond James & Associates
Florida
$454K -$39.1K -1,440 -9%
Stifel Financial
31
Stifel Financial
Missouri
$385K
HighTower Advisors
32
HighTower Advisors
Illinois
$319K -$459K -16,905 -62%
LFAS
33
Level Four Advisory Services
Texas
$313K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$310K +$280K +10,310 New
Creative Planning
35
Creative Planning
Kansas
$304K -$10.2K -375 -4%
CBB
36
Citizens Business Bank
California
$295K
SF
37
Synovus Financial
Georgia
$264K +$136 +5 +0.1%
BP
38
Ballentine Partners
Massachusetts
$263K +$237K +8,730 New
PAG
39
Private Advisor Group
New Jersey
$257K -$15.2K -560 -6%
FAAS
40
First Allied Advisory Services
California
$256K +$231K +8,500 New
IFG
41
Independent Financial Group
California
$241K +$218K +8,015 New
JCM
42
Jacobi Capital Management
Pennsylvania
$236K +$136 +5 +0.1%
BBHC
43
Brown Brothers Harriman & Co
New York
$190K
PGAM
44
Princeton Global Asset Management
New Jersey
$165K
GWS
45
Glassman Wealth Services
Virginia
$155K
CAN
46
Cetera Advisor Networks
California
$132K +$119K +4,395 New
US Bancorp
47
US Bancorp
Minnesota
$113K -$46.3K -1,705 -31%
CT
48
Caldwell Trust
Florida
$85.7K
SIC
49
Salem Investment Counselors
North Carolina
$75K
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$74K