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Invesco S&P MidCap 400 Pure Growth ETF

91 hedge funds and large institutions have $314M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

32.22% more ownership

Funds ownership: 177.02%209.25% (+32%)

20% more capital invested

Capital invested by funds: $262M → $314M (+$52.7M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more funds holding

Funds holding: 8291 (+9)

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
13
Increased
36
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$81K
PMFA
77
Plante Moran Financial Advisors
Michigan
$45K
LWA
78
Lenox Wealth Advisors
New York
$43K -$9.81K -385 -18%
US Bancorp
79
US Bancorp
Minnesota
$30K +$30.7K +1,205 New
BCI
80
Brinker Capital Investments
Pennsylvania
$18K +$7.9K +310 +75%
KF
81
Krilogy Financial
Missouri
$15K -$13.1K -515 -47%
TAIM
82
TD Ameritrade Investment Management
Nebraska
$15K
FCCM
83
First City Capital Management
Georgia
$11.3K +$11.6K +455 New
VIA
84
Vantage Investment Advisors
Pennsylvania
$10K
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$7K
NMIS
86
Northwestern Mutual Investment Services
Wisconsin
$6K +$5.35K +210 +525%
BlackRock
87
BlackRock
New York
$6K +$5.73K +225 New
AIA
88
Allegis Investment Advisors
Idaho
$5K +$5.61K +220 New
SNT
89
Security National Trust
West Virginia
$4K
AC
90
Alexandria Capital
Virginia
$3K
BCM
91
Blume Capital Management
California
$2K
PMG
92
ProVise Management Group
Florida
-$2.45M -98,985 Closed
LPT
93
Legacy Private Trust
Wisconsin
-$582K -23,525 Closed
HighTower Advisors
94
HighTower Advisors
Illinois
-$234K -9,460 Closed
JFA
95
JNBA Financial Advisors
Minnesota
-$11K -450 Closed