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Invesco S&P MidCap 400 Pure Growth ETF

91 hedge funds and large institutions have $192M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

6.01% more ownership

Funds ownership: 189.5%195.51% (+6%)

4% more capital invested

Capital invested by funds: $185M → $192M (+$7.44M)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
16
Increased
20
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paracle Advisors
Washington
$27.1M +$25.5K +865 +0.1%
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$21M +$153K +5,180 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$15.4M -$1.81M -61,445 -11%
EWM
4
Executive Wealth Management
Michigan
$15.3M -$409K -13,885 -3%
AI
5
Atria Investments
North Carolina
$15.2M +$112K +3,790 +0.8%
LPL Financial
6
LPL Financial
California
$11.8M -$4.35M -147,815 -27%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$8.23M +$5.74K +195 +0.1%
Ameriprise
8
Ameriprise
Minnesota
$8.16M +$177K +6,000 +2%
FANJ
9
Financial Architects (New Jersey)
New Jersey
$6.66M -$1.33M -45,190 -17%
Wells Fargo
10
Wells Fargo
California
$5.63M -$520K -17,670 -9%
Citadel Advisors
11
Citadel Advisors
Florida
$5.27M -$1.98M -67,300 -28%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.28M +$357K +12,120 +9%
UBS Group
13
UBS Group
Switzerland
$3.93M -$521K -17,675 -12%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.49M -$4.53M -153,670 -57%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.3M -$117K -3,985 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.11M -$1.17M -39,735 -28%
SWM
17
Shakespeare Wealth Management
Wisconsin
$2.61M +$36.4K +1,235 +1%
Bank of America
18
Bank of America
North Carolina
$2.46M -$2.36M -80,300 -50%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.34M -$275K -9,345 -11%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.24M -$357K -12,105 -14%
QCM
21
Quest Capital Management
Texas
$2.22M +$20.2K +685 +0.9%
KWM
22
Kingsview Wealth Management
Oregon
$1.91M +$325K +11,045 +21%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.76M +$1.71M +58,135 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.49M -$42.3K -1,435 -3%
AIC
25
Ameritas Investment Company
Nebraska
$1.49M -$359K -12,205 -20%