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Invesco S&P MidCap 400 Pure Growth ETF

80 hedge funds and large institutions have $272M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

12.1% more ownership

Funds ownership: 161.11%173.21% (+12%)

10% more funds holding

Funds holding: 7380 (+7)

2% more capital invested

Capital invested by funds: $268M → $272M (+$4.02M)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
13
Increased
21
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
51
KMS Financial Services
Washington
$302K -$1.24K -50 -0.4%
SFA
52
Sequoia Financial Advisors
Ohio
$297K -$142K -5,720 -32%
JP Morgan Chase
53
JP Morgan Chase
New York
$296K +$4.1K +165 +1%
Stifel Financial
54
Stifel Financial
Missouri
$293K -$48.9K -1,970 -14%
KA
55
Kovack Advisors
Florida
$279K -$6.83K -275 -2%
ICOA
56
Investment Centers of America
North Dakota
$219K -$34.3K -1,380 -13%
AAM
57
Aureus Asset Management
Massachusetts
$216K +$248 +10 +0.1%
Goldman Sachs
58
Goldman Sachs
New York
$215K +$218K +8,775 New
ICAS
59
Investors Capital Advisory Services
Massachusetts
$209K +$212K +8,545 New
Citigroup
60
Citigroup
New York
$134K -$84.4K -3,400 -38%
PAG
61
Private Advisor Group
New Jersey
$125K +$127K +5,125 New
Creative Planning
62
Creative Planning
Kansas
$115K -$304K -12,245 -72%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$115K -$85.6K -3,450 -42%
NFG
64
Next Financial Group
Texas
$111K +$113K +4,545 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$73K +$73.9K +2,975 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$61K
NES
67
New England Securities
New York
$53K -$17K -685 -24%
NMIS
68
Northwestern Mutual Investment Services
Wisconsin
$46K +$46.2K +1,860 New
Deutsche Bank
69
Deutsche Bank
Germany
$41K -$135K -5,455 -76%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$33K +$33.5K +1,350 New
TAIM
71
TD Ameritrade Investment Management
Nebraska
$18K
VIA
72
Vantage Investment Advisors
Pennsylvania
$14K +$621 +25 +5%
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$12K +$12.4K +500 New
JFA
74
JNBA Financial Advisors
Minnesota
$11K
CFA
75
Carroll Financial Associates
North Carolina
$9K +$9.93K +400 New