We are live on ! Find out more
RFG icon

Invesco S&P MidCap 400 Pure Growth ETF

85 hedge funds and large institutions have $215M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11.18% more ownership

Funds ownership: 177.01%188.19% (+11%)

11% more capital invested

Capital invested by funds: $193M → $215M (+$21.3M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding

Funds holding: 8585 (0)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
12
Increased
27
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$313K +$10.7K +380 +4%
FA
52
FDx Advisors
Illinois
$300K +$293K +10,385 New
MHS
53
M Holdings Securities
Oregon
$263K -$70K -2,485 -21%
CFD
54
Creative Financial Designs
Indiana
$262K +$3.8K +135 +2%
BRC
55
Bell Rock Capital
Delaware
$254K +$18.5K +655 +8%
PAS
56
Partnervest Advisory Services
California
$236K -$36.4K -1,290 -14%
WP
57
WealthSource Partners
California
$230K -$53.1K -1,885 -19%
JCM
58
Jacobi Capital Management
Pennsylvania
$226K +$135K +4,785 +163%
OC
59
Oppenheimer & Co
New York
$214K -$7.89K -280 -4%
ACM
60
AlphaStar Capital Management
North Carolina
$214K +$209K +7,430 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$186K +$170K +6,050 New
HT
62
Heritage Trust
Oklahoma
$167K
Citigroup
63
Citigroup
New York
$154K +$54.9K +1,950 +57%
GWS
64
Glassman Wealth Services
Virginia
$149K
BFEC
65
Benjamin F. Edwards & Company
Missouri
$148K +$144K +5,120 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$79K
M
67
MOTCO
Texas
$58K
MA
68
MUFG Americas
New York
$58K +$56.4K +2,000 New
PMFA
69
Plante Moran Financial Advisors
Michigan
$52K
US Bancorp
70
US Bancorp
Minnesota
$38K
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$24K +$23.4K +830 New
AWM
72
AllSquare Wealth Management
New York
$23K +$4.93K +175 +28%
NFG
73
Next Financial Group
Texas
$17K
DSC
74
Duncker Streett & Co
Missouri
$16K
VFA
75
Valeo Financial Advisors
Indiana
$16K +$15.4K +545 New