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Invesco S&P MidCap 400 Pure Growth ETF

58 hedge funds and large institutions have $204M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 5758 (+1)

1% more capital invested

Capital invested by funds: $203M → $204M (+$1.02M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less ownership

Funds ownership: 167.78%152.78% (-15%)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
8
Increased
27
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.8M -$895K -41,520 -3%
Wells Fargo
2
Wells Fargo
California
$33.4M +$2.31M +107,185 +8%
LPL Financial
3
LPL Financial
California
$20.6M +$4.98M +231,015 +34%
Bank of America
4
Bank of America
North Carolina
$20.2M +$727K +33,745 +4%
BOS
5
Bank of Stockton
California
$11.4M +$187K +8,685 +2%
NEPWA
6
New England Private Wealth Advisors
Massachusetts
$11.2M +$566K +26,280 +6%
U
7
UBS
Switzerland
$10.4M +$1.3M +60,560 +15%
FANJ
8
Financial Architects (New Jersey)
New Jersey
$9.74M +$452K +20,975 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.25M -$3.95M -183,315 -39%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.94M +$4.79M +222,385 New
AI
11
Atria Investments
North Carolina
$4.87M +$395K +18,340 +9%
Ameriprise
12
Ameriprise
Minnesota
$4.1M +$160K +7,440 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.82M +$689K +31,985 +23%
MFS
14
MSI Financial Services
Massachusetts
$2.7M +$421K +19,540 +19%
CBB
15
Citizens Business Bank
California
$2.54M -$132K -6,110 -5%
RJA
16
Raymond James & Associates
Florida
$1.79M -$403K -18,685 -19%
UCFA
17
United Capital Financial Advisors
Texas
$1.63M -$8.24M -382,345 -84%
BRCM
18
Bright Rock Capital Management
Massachusetts
$1.5M +$1.45M +67,500 New
MIM
19
Miller Investment Management
Pennsylvania
$1.49M
SI
20
Stephens Inc
Arkansas
$1.35M +$9.7K +450 +0.7%
CA
21
Cetera Advisors
Colorado
$1.32M +$27.3K +1,265 +2%
SNC
22
Stifel Nicolaus & Co
Missouri
$1.29M -$1.08K -50 -0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.24M +$411K +19,100 +52%
AIG
24
American International Group
New York
$1.16M +$124K +5,755 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.1M -$6.99M -324,630 -87%