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Invesco S&P MidCap 400 Pure Growth ETF

86 hedge funds and large institutions have $192M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5.64% more ownership

Funds ownership: 173.46%179.1% (+5.6%)

2% more funds holding

Funds holding: 8486 (+2)

0% more capital invested

Capital invested by funds: $192M → $192M (+$105K)

46% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 37

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
9
Increased
20
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
51
Kistler-Tiffany Companies
Pennsylvania
$292K
MHS
52
M Holdings Securities
Oregon
$291K -$23.6K -945 -8%
BRC
53
Bell Rock Capital
Delaware
$291K +$281K +11,230 New
WP
54
WealthSource Partners
California
$281K -$375 -15 -0.1%
SWP
55
Stratos Wealth Partners
Ohio
$273K -$38.1K -1,525 -13%
PAS
56
Partnervest Advisory Services
California
$257K
Goldman Sachs
57
Goldman Sachs
New York
$256K
BRWA
58
B. Riley Wealth Advisors
Florida
$245K -$1.11M -44,290 -82%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$237K -$51.9K -2,075 -18%
PSUF
60
People's United Financial
Connecticut
$236K -$63.4K -2,535 -22%
ICOA
61
Investment Centers of America
North Dakota
$232K -$78.8K -3,150 -26%
CCP
62
Cardan Capital Partners
Colorado
$213K -$1.88K -75 -0.9%
GWS
63
Glassman Wealth Services
Virginia
$133K
IA
64
IFP Advisors
Florida
$112K
Creative Planning
65
Creative Planning
Kansas
$107K -$37.6K -1,505 -27%
DADC
66
D.A. Davidson & Co
Montana
$79K +$12.5K +500 +19%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$70K
Citigroup
68
Citigroup
New York
$64K -$250 -10 -0.4%
NFG
69
Next Financial Group
Texas
$53K -$5.88K -235 -10%
M
70
MOTCO
Texas
$52K +$50.6K +2,025 New
PMFA
71
Plante Moran Financial Advisors
Michigan
$46K
US Bancorp
72
US Bancorp
Minnesota
$36K -$6K -240 -15%
TAIM
73
TD Ameritrade Investment Management
Nebraska
$24K +$3K +120 +15%
AWM
74
AllSquare Wealth Management
New York
$16K
SNT
75
Security National Trust
West Virginia
$14K