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Invesco S&P MidCap 400 Pure Growth ETF

91 hedge funds and large institutions have $185M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.22% more ownership

Funds ownership: 186.28%189.5% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 9491 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

21% less capital invested

Capital invested by funds: $234M → $185M (-$49.3M)

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
23
Reduced
27
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$229K +$439 +15 +0.2%
CFD
52
Creative Financial Designs
Indiana
$226K +$6.44K +220 +3%
PGAM
53
Princeton Global Asset Management
New Jersey
$224K +$249K +8,500 New
BRWA
54
B. Riley Wealth Advisors
Florida
$218K -$1.32K -45 -0.5%
JCM
55
Jacobi Capital Management
Pennsylvania
$209K -$16.1K -550 -6%
SG Americas Securities
56
SG Americas Securities
New York
$172K -$102K -3,475 -35%
HT
57
Heritage Trust
Oklahoma
$152K
BFEC
58
Benjamin F. Edwards & Company
Missouri
$150K
GWS
59
Glassman Wealth Services
Virginia
$136K
BRC
60
Bell Rock Capital
Delaware
$133K +$2.34K +80 +2%
NFG
61
Next Financial Group
Texas
$74K +$67K +2,290 +458%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$72K
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$65K -$105K -3,575 -59%
BOPW
64
Brandywine Oak Private Wealth
Pennsylvania
$61K +$68.8K +2,350 New
M
65
MOTCO
Texas
$46K
US Bancorp
66
US Bancorp
Minnesota
$38K
PMFA
67
Plante Moran Financial Advisors
Michigan
$29K -$20.8K -710 -40%
AWM
68
AllSquare Wealth Management
New York
$27K +$2.49K +85 +9%
FGC
69
Financial Gravity Companies
Texas
$27K +$27.1K +925 New
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$22K
PB
71
Pinnacle Bancorp
Nebraska
$19K +$21.1K +720 New
FCB
72
First Command Bank
Texas
$17K
FCFS
73
First Command Financial Services
Texas
$17K
DSC
74
Duncker Streett & Co
Missouri
$15K +$146 +5 +0.9%
VFA
75
Valeo Financial Advisors
Indiana
$14K -$59.7K -2,040 -79%