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Invesco S&P MidCap 400 Pure Growth ETF

87 hedge funds and large institutions have $113M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

7% more funds holding

Funds holding: 8187 (+6)

6% more capital invested

Capital invested by funds: $107M → $113M (+$6.31M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.7% less ownership

Funds ownership: 162.58%150.88% (-12%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
18
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$680K -$32.1K -855 -5%
FC
27
Forte Capital
New York
$671K -$1.88K -50 -0.3%
Ameriprise
28
Ameriprise
Minnesota
$622K -$33.1K -880 -5%
RJA
29
Raymond James & Associates
Florida
$567K +$1.88K +50 +0.4%
UCFA
30
United Capital Financial Advisors
Texas
$527K -$24.8K -660 -5%
Stifel Financial
31
Stifel Financial
Missouri
$483K
TRCT
32
Tower Research Capital (TRC)
New York
$450K -$471K -12,525 -53%
HighTower Advisors
33
HighTower Advisors
Illinois
$429K
LFAS
34
Level Four Advisory Services
Texas
$419K
Creative Planning
35
Creative Planning
Kansas
$413K
PAG
36
Private Advisor Group
New Jersey
$402K +$51.1K +1,360 +16%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$358K +$1.69K +45 +0.5%
SF
38
Synovus Financial
Georgia
$356K +$188 +5 +0.1%
KAS
39
Kestra Advisory Services
Texas
$356K +$330K +8,785 New
BP
40
Ballentine Partners
Massachusetts
$354K
IFG
41
Independent Financial Group
California
$353K +$19.9K +530 +6%
JCM
42
Jacobi Capital Management
Pennsylvania
$314K
RCAG
43
Rehmann Capital Advisory Group
Michigan
$247K
BRWA
44
B. Riley Wealth Advisors
Florida
$245K +$188 +5 +0.1%
AIFAIM
45
American Institute for Advanced Investment Management
Arizona
$244K -$4.7K -125 -2%
HT
46
Heritage Trust
Oklahoma
$234K +$217K +5,780 New
CB
47
Commerce Bank
Missouri
$227K +$211K +5,605 New
SS
48
Sunbelt Securities
Texas
$227K +$211K +5,610 New
PGAM
49
Princeton Global Asset Management
New Jersey
$223K
JWCA
50
J.W. Cole Advisors
Florida
$202K +$188K +4,995 New