We are live on ! Find out more
RFG icon

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
APA
76
American Portfolios Advisors
New York
$13.4K +$146 +5 +1%
CFGS
77
Concourse Financial Group Securities
Alabama
$12K +$1.46K +50 +11%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11.9K +405 New
RFM
79
Royal Fund Management
Florida
$10K
WAS
80
WESPAC Advisors SoCal
California
$8K
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$7K
WTC
82
WhitTier Trust Company
Nevada
$7K +$7.32K +250 New
GRP
83
Global Retirement Partners
California
$6K
GWM
84
Geneos Wealth Management
Colorado
$4K
SNT
85
Security National Trust
West Virginia
$4K
BFC
86
Bedel Financial Consulting
Indiana
$3K
JA
87
JOYN Advisors
Georgia
$3K
CIAS
88
Capital Investment Advisory Services
North Carolina
$3K +$3.66K +125 New
TSW
89
Thompson Siegel & Walmsley
Virginia
$2K
GT
90
Glenmede Trust
Pennsylvania
$52 +$58.5K +2,000 New
CS
91
Credit Suisse
Switzerland
-$8.27M -250,000 Closed
EWMCB
92
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$1.87M -56,655 Closed
NFC
93
Northeast Financial Consultants
Connecticut
-$561K -17,000 Closed
PAG
94
Private Advisor Group
New Jersey
-$492K -14,875 Closed
PAS
95
Partnervest Advisory Services
California
-$353K -10,690 Closed
CI
96
Chartist Inc
California
-$330K -9,980 Closed
SWP
97
Stratos Wealth Partners
Ohio
-$248K -7,515 Closed
FAIM
98
Financial Advocates Investment Management
Washington
-$242K -7,320 Closed
CAN
99
Cetera Advisor Networks
California
-$228K -6,870 Closed
EWM
100
Empirical Wealth Management
Washington
-$207K -6,250 Closed