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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
GRP
76
Global Retirement Partners
California
$13K -$24.7K -875 -67%
KF
77
Krilogy Financial
Missouri
$11K +$11K +390 New
WAS
78
WESPAC Advisors SoCal
California
$9K
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$8K
TSW
80
Thompson Siegel & Walmsley
Virginia
$5K +$4.79K +170 New
IAS
81
INR Advisory Services
Pennsylvania
$4K
SNT
82
Security National Trust
West Virginia
$4K
IA
83
IFP Advisors
Florida
$2K
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K
SEIA
85
Signature Estate & Investment Advisors
California
-$1.4M -49,865 Closed
Citadel Advisors
86
Citadel Advisors
Florida
-$603K -21,550 Closed
KeyBank National Association
87
KeyBank National Association
Ohio
-$412K -14,725 Closed
CSIC
88
Clifford Swan Investment Counsel
California
-$308K -11,005 Closed
BRWA
89
B. Riley Wealth Advisors
Florida
-$267K -9,530 Closed
TSS
90
Two Sigma Securities
New York
-$207K -7,400 Closed
PSUF
91
People's United Financial
Connecticut
-$190K -6,775 Closed
DADC
92
D.A. Davidson & Co
Montana
-$44K -1,585 Closed
WHG
93
Westwood Holdings Group
Texas
-$22K -775 Closed
NA
94
NewEdge Advisors
Louisiana
-$11.2K -400 Closed
AC
95
Alexandria Capital
Virginia
-$3K -100 Closed