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Invesco S&P MidCap 400 Pure Growth ETF

84 hedge funds and large institutions have $200M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 9784 (-13)

17% less capital invested

Capital invested by funds: $240M → $200M (-$40.1M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

42.79% less ownership

Funds ownership: 204.89%162.1% (-43%)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

Holders
84
Holders Change
-13
Holders Change %
-13.4%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
8
Increased
21
Reduced
29
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
51
Heritage Trust
Oklahoma
$183K
CFD
52
Creative Financial Designs
Indiana
$169K
BFEC
53
Benjamin F. Edwards & Company
Missouri
$169K +$160 +5 +0.1%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$86K
IWM
55
IHT Wealth Management
Illinois
$63K -$516K -16,135 -89%
PMFA
56
Plante Moran Financial Advisors
Michigan
$57K
M
57
MOTCO
Texas
$55K -$8.79K -275 -14%
US Bancorp
58
US Bancorp
Minnesota
$45K +$3.52K +110 +8%
ML
59
McAdam LLC
Pennsylvania
$34K +$34.4K +1,075 New
MA
60
MUFG Americas
New York
$32K
AWM
61
AllSquare Wealth Management
New York
$30K +$4.16K +130 +16%
FGC
62
Financial Gravity Companies
Texas
$26K -$3.52K -110 -12%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$26K +$160 +5 +0.6%
FGAM
64
Financial Gravity Asset Management
Texas
$26K +$27K +845 New
FCB
65
First Command Bank
Texas
$20.4K
FCFS
66
First Command Financial Services
Texas
$20K
AWA
67
Acorn Wealth Advisors
Michigan
$19K -$640 -20 -3%
IA
68
IFP Advisors
Florida
$18K
DSC
69
Duncker Streett & Co
Missouri
$17K
VFA
70
Valeo Financial Advisors
Indiana
$17K
CAGAS
71
Capital Advisory Group Advisory Services
Minnesota
$17K +$16.8K +525 New
APA
72
American Portfolios Advisors
New York
$16K
KF
73
Krilogy Financial
Missouri
$12K
VCM
74
Virtue Capital Management
Tennessee
$10K -$10.2K -320 -50%
WAS
75
WESPAC Advisors SoCal
California
$10K