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Invesco S&P MidCap 400 Pure Growth ETF

72 hedge funds and large institutions have $263M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

13% more funds holding

Funds holding: 6472 (+8)

5% more capital invested

Capital invested by funds: $250M → $263M (+$13M)

0.49% more ownership

Funds ownership: 156.15%156.64% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
12
Increased
30
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.6M +$1.98M +81,150 +5%
Wells Fargo
2
Wells Fargo
California
$42.2M +$1.1M +45,045 +3%
LPL Financial
3
LPL Financial
California
$26.1M +$3.08M +126,245 +14%
Bank of America
4
Bank of America
North Carolina
$22.8M -$6.22M -255,160 -22%
U
5
UBS
Switzerland
$14.5M +$2.05M +84,130 +17%
BOS
6
Bank of Stockton
California
$13.7M +$564K +23,135 +4%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$12.8M +$181K +7,405 +1%
FANJ
8
Financial Architects (New Jersey)
New Jersey
$12.4M -$127K -5,220 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.16M +$743K +30,495 +12%
AI
10
Atria Investments
North Carolina
$5.79M +$163K +6,675 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.52M +$473K +19,385 +9%
CA
12
Cumberland Advisors
Florida
$5.38M +$1.13M +46,500 +27%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.76M +$272K +11,145 +6%
Ameriprise
14
Ameriprise
Minnesota
$4.42M -$658K -26,990 -13%
Jane Street
15
Jane Street
New York
$3.35M +$3.31M +135,665 New
MFS
16
MSI Financial Services
Massachusetts
$3.31M +$206K +8,450 +7%
RJA
17
Raymond James & Associates
Florida
$3.27M +$423K +17,360 +15%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.69M +$2.65M +108,815 New
CBB
19
Citizens Business Bank
California
$2.39M -$56.4K -2,315 -2%
UCFA
20
United Capital Financial Advisors
Texas
$1.82M +$12.2K +500 +0.7%
AIG
21
American International Group
New York
$1.81M -$106K -4,340 -6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.7M +$119K +4,865 +8%
CA
23
Cetera Advisors
Colorado
$1.58M +$51K +2,090 +3%
SI
24
Stephens Inc
Arkansas
$1.42M -$23.6K -970 -2%
CFA
25
Camarda Financial Advisors
Florida
$1.26M -$105K -4,325 -8%