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Invesco S&P MidCap 400 Pure Growth ETF

64 hedge funds and large institutions have $250M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

22% more capital invested

Capital invested by funds: $204M → $250M (+$45.8M)

10% more funds holding

Funds holding: 5864 (+6)

3.37% more ownership

Funds ownership: 152.78%156.15% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
27
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.5M +$1.74M +74,555 +5%
Wells Fargo
2
Wells Fargo
California
$41M +$3.8M +162,990 +11%
Bank of America
3
Bank of America
North Carolina
$29M +$6.32M +271,210 +30%
LPL Financial
4
LPL Financial
California
$22.9M +$329K +14,120 +2%
BOS
5
Bank of Stockton
California
$13.1M +$477K +20,440 +4%
NEPWA
6
New England Private Wealth Advisors
Massachusetts
$12.6M +$149K +6,405 +1%
FANJ
7
Financial Architects (New Jersey)
New Jersey
$12.5M +$1.59M +68,120 +16%
U
8
UBS
Switzerland
$12.3M +$811K +34,805 +7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.39M +$865K +37,090 +17%
AI
10
Atria Investments
North Carolina
$5.61M +$212K +9,090 +4%
Ameriprise
11
Ameriprise
Minnesota
$5.06M +$489K +20,975 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.03M +$758K +32,515 +19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.47M -$2.32M -99,670 -35%
CA
14
Cumberland Advisors
Florida
$4.22M +$3.99M +171,350 New
MFS
15
MSI Financial Services
Massachusetts
$3.1M +$104K +4,465 +4%
RJA
16
Raymond James & Associates
Florida
$2.83M +$798K +34,250 +42%
CBB
17
Citizens Business Bank
California
$2.44M -$354K -15,175 -13%
AIG
18
American International Group
New York
$1.91M +$586K +25,140 +48%
UCFA
19
United Capital Financial Advisors
Texas
$1.8M -$4.08K -175 -0.2%
MIM
20
Miller Investment Management
Pennsylvania
$1.65M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.58M +$190K +8,145 +15%
CA
22
Cetera Advisors
Colorado
$1.53M +$66.4K +2,850 +5%
SI
23
Stephens Inc
Arkansas
$1.44M -$52.7K -2,260 -4%
CFA
24
Camarda Financial Advisors
Florida
$1.36M +$1.29M +55,200 New
SI
25
SII Investments
Wisconsin
$1.11M +$180K +7,720 +21%