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Invesco S&P MidCap 400 Pure Growth ETF

85 hedge funds and large institutions have $193M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more capital invested

Capital invested by funds: $190M → $193M (+$2.92M)

0.83% less ownership

Funds ownership: 177.84%177.01% (-0.83%)

6% less funds holding

Funds holding: 9085 (-5)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
85
Holders Change
-5
Holders Change %
-5.56%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
7
Increased
22
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
51
Clifford Swan Investment Counsel
California
$308K +$304K +11,005 New
Creative Planning
52
Creative Planning
Kansas
$293K +$138 +5 +0%
CCP
53
Cardan Capital Partners
Colorado
$282K +$10.6K +385 +4%
WP
54
WealthSource Partners
California
$276K -$27.9K -1,010 -9%
BRWA
55
B. Riley Wealth Advisors
Florida
$267K +$276 +10 +0.1%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$266K +$42.8K +1,550 +19%
PAS
57
Partnervest Advisory Services
California
$265K
CFD
58
Creative Financial Designs
Indiana
$250K -$296K -10,690 -54%
BRC
59
Bell Rock Capital
Delaware
$232K +$16.3K +590 +8%
OC
60
Oppenheimer & Co
New York
$215K -$80.4K -2,910 -27%
TSS
61
Two Sigma Securities
New York
$207K -$9.4K -340 -4%
PSUF
62
People's United Financial
Connecticut
$190K
HT
63
Heritage Trust
Oklahoma
$162K +$160K +5,780 New
GWS
64
Glassman Wealth Services
Virginia
$144K
Citigroup
65
Citigroup
New York
$95K -$35.9K -1,300 -28%
JCM
66
Jacobi Capital Management
Pennsylvania
$82K +$81K +2,930 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$77K -$9.81K -355 -11%
M
68
MOTCO
Texas
$57K
PMFA
69
Plante Moran Financial Advisors
Michigan
$50K
DADC
70
D.A. Davidson & Co
Montana
$44K -$27.5K -995 -39%
US Bancorp
71
US Bancorp
Minnesota
$37K
GRP
72
Global Retirement Partners
California
$37K +$30.1K +1,090 +484%
WHG
73
Westwood Holdings Group
Texas
$22K +$21.4K +775 New
AWM
74
AllSquare Wealth Management
New York
$18K
NFG
75
Next Financial Group
Texas
$16K