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Invesco S&P MidCap 400 Pure Growth ETF

91 hedge funds and large institutions have $185M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.22% more ownership

Funds ownership: 186.28%189.5% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 9491 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

21% less capital invested

Capital invested by funds: $234M → $185M (-$49.3M)

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
23
Reduced
27
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paracle Advisors
Washington
$23.6M -$2.34M -79,985 -8%
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$18.2M -$157K -5,365 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$15M -$672K -22,940 -4%
LPL Financial
4
LPL Financial
California
$14.2M +$85K +2,905 +0.5%
EWM
5
Executive Wealth Management
Michigan
$13.7M +$15.2M +519,750 New
AI
6
Atria Investments
North Carolina
$13.1M +$966K +32,995 +7%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$7.17M +$30.9K +1,055 +0.4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$7.08M +$2.95M +100,895 +60%
FANJ
9
Financial Architects (New Jersey)
New Jersey
$6.99M -$525K -17,935 -6%
Ameriprise
10
Ameriprise
Minnesota
$6.94M +$1.31M +44,650 +20%
Citadel Advisors
11
Citadel Advisors
Florida
$6.36M +$6.08M +207,710 +613%
Wells Fargo
12
Wells Fargo
California
$5.37M -$1.86M -63,590 -24%
Bank of America
13
Bank of America
North Carolina
$4.26M -$163K -5,555 -3%
UBS Group
14
UBS Group
Switzerland
$3.89M -$1.49M -50,920 -26%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.75M +$95K +3,245 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.4M -$94K -3,210 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.98M +$2.34K +80 +0.1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.29M +$767K +26,205 +43%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.27M -$81.4K -2,780 -3%
SWM
20
Shakespeare Wealth Management
Wisconsin
$2.24M +$1.48M +50,445 +145%
QCM
21
Quest Capital Management
Texas
$1.91M +$2.13M +72,640 New
AIC
22
Ameritas Investment Company
Nebraska
$1.62M +$1.8M +61,440 New
KWM
23
Kingsview Wealth Management
Oregon
$1.37M +$363K +12,400 +31%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.34M +$18.1K +620 +1%
Jane Street
25
Jane Street
New York
$1.2M -$974K -33,280 -42%