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Invesco S&P MidCap 400 Pure Growth ETF

86 hedge funds and large institutions have $192M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5.64% more ownership

Funds ownership: 173.46%179.1% (+5.6%)

2% more funds holding

Funds holding: 8486 (+2)

0% more capital invested

Capital invested by funds: $192M → $192M (+$105K)

46% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 37

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
9
Increased
20
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paracle Advisors
Washington
$20M +$889K +35,535 +5%
FC
2
Forte Capital
New York
$18.9M -$1.15M -45,885 -6%
Morgan Stanley
3
Morgan Stanley
New York
$18.5M -$878K -35,100 -5%
BOS
4
Bank of Stockton
California
$15.7M -$1.61M -64,375 -10%
LPL Financial
5
LPL Financial
California
$15.6M -$1.44M -57,480 -9%
FANJ
6
Financial Architects (New Jersey)
New Jersey
$9.11M -$140K -5,595 -2%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$7.65M -$336K -13,445 -4%
Wells Fargo
8
Wells Fargo
California
$7.35M -$832K -33,265 -10%
UBS Group
9
UBS Group
Switzerland
$6.64M -$1.47M -58,820 -19%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$6.22M +$517K +20,685 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.72M +$68.8K +2,750 +1%
Bank of America
12
Bank of America
North Carolina
$5.63M -$1.26M -50,325 -19%
BRCM
13
Bright Rock Capital Management
Massachusetts
$5.62M
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.47M -$101K -4,035 -3%
AI
15
Atria Investments
North Carolina
$3.43M +$114K +4,540 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.4M -$690K -27,590 -17%
SG Americas Securities
17
SG Americas Securities
New York
$3.35M +$587K +23,480 +22%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.82M +$1.12M +44,950 +70%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.46M -$157K -6,270 -6%
CFD
20
Creative Financial Designs
Indiana
$2.34M +$2.27M +90,760 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.04M +$351K +14,020 +21%
Jane Street
22
Jane Street
New York
$1.96M +$98.8K +3,950 +5%
MFS
23
MSI Financial Services
Massachusetts
$1.75M -$343K -13,705 -17%
Citadel Advisors
24
Citadel Advisors
Florida
$1.63M -$855K -34,205 -35%
EWMCB
25
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.56M -$47.1K -1,885 -3%