We are live on ! Find out more
RFG icon

Invesco S&P MidCap 400 Pure Growth ETF

84 hedge funds and large institutions have $192M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.46% more ownership

Funds ownership: 171%173.46% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

3% less capital invested

Capital invested by funds: $198M → $192M (-$6M)

2% less funds holding

Funds holding: 8684 (-2)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
9
Increased
21
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
51
Investment Centers of America
North Dakota
$303K -$19.8K -785 -6%
SWP
52
Stratos Wealth Partners
Ohio
$302K -$4.28K -170 -1%
PSUF
53
People's United Financial
Connecticut
$291K -$8.56K -340 -3%
KTC
54
Kistler-Tiffany Companies
Pennsylvania
$283K
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$282K +$1.89K +75 +0.7%
WP
56
WealthSource Partners
California
$273K +$275K +10,925 New
KA
57
Kovack Advisors
Florida
$272K +$126 +5 +0%
PAS
58
Partnervest Advisory Services
California
$248K -$45.3K -1,800 -15%
Goldman Sachs
59
Goldman Sachs
New York
$248K -$40.2K -1,595 -14%
CB
60
Commerce Bank
Missouri
$224K
NFG
61
Nations Financial Group
Iowa
$221K
CCP
62
Cardan Capital Partners
Colorado
$208K +$210K +8,355 New
Creative Planning
63
Creative Planning
Kansas
$141K
GWS
64
Glassman Wealth Services
Virginia
$128K
IA
65
IFP Advisors
Florida
$108K +$126 +5 +0.1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$68K
DADC
67
D.A. Davidson & Co
Montana
$64K +$65K +2,580 New
Citigroup
68
Citigroup
New York
$62K
NFG
69
Next Financial Group
Texas
$58K +$58.2K +2,310 New
PMFA
70
Plante Moran Financial Advisors
Michigan
$45K
LWA
71
Lenox Wealth Advisors
New York
$43K
US Bancorp
72
US Bancorp
Minnesota
$41K
TAIM
73
TD Ameritrade Investment Management
Nebraska
$20K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K
AWM
75
AllSquare Wealth Management
New York
$16K