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Invesco S&P MidCap 400 Pure Growth ETF

85 hedge funds and large institutions have $215M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11.18% more ownership

Funds ownership: 177.01%188.19% (+11%)

11% more capital invested

Capital invested by funds: $193M → $215M (+$21.3M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding

Funds holding: 8585 (0)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
12
Increased
27
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paracle Advisors
Washington
$27.2M +$1.2M +42,435 +5%
FC
2
Forte Capital
New York
$22.6M +$177K +6,275 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$19M -$118K -4,195 -0.6%
LPL Financial
4
LPL Financial
California
$17.2M +$1.26M +44,665 +8%
BOS
5
Bank of Stockton
California
$15.7M -$679K -24,085 -4%
CCP
6
Cardan Capital Partners
Colorado
$14.9M +$14.3M +506,385 +5,026%
FANJ
7
Financial Architects (New Jersey)
New Jersey
$9.08M -$507K -18,000 -5%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$8M -$295K -10,455 -4%
Wells Fargo
9
Wells Fargo
California
$7.41M -$843K -29,930 -10%
UBS Group
10
UBS Group
Switzerland
$6.5M +$68.1K +2,415 +1%
BRCM
11
Bright Rock Capital Management
Massachusetts
$6.13M
Bank of America
12
Bank of America
North Carolina
$6.02M +$1.62M +57,420 +38%
Jane Street
13
Jane Street
New York
$4.56M +$982K +34,855 +28%
AI
14
Atria Investments
North Carolina
$4.24M +$186K +6,615 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.21M -$83K -2,945 -2%
SG Americas Securities
16
SG Americas Securities
New York
$3.8M -$703K -24,950 -16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.59M +$23.1K +820 +0.7%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.43M -$19.4K -690 -0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.8M -$8.31K -295 -0.3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.4M +$29.9K +1,060 +1%
Ameriprise
21
Ameriprise
Minnesota
$1.85M +$795K +28,210 +78%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.72M -$562K -19,930 -25%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.63M +$50.3K +1,785 +3%
EWMCB
24
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.63M -$142K -5,040 -8%
WDL
25
Well Done LLC
Michigan
$946K