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Invesco S&P MidCap 400 Pure Growth ETF

87 hedge funds and large institutions have $113M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

7% more funds holding

Funds holding: 8187 (+6)

6% more capital invested

Capital invested by funds: $107M → $113M (+$6.31M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.7% less ownership

Funds ownership: 162.58%150.88% (-12%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
18
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paracle Advisors
Washington
$24.3M -$1.54M -40,885 -6%
Morgan Stanley
2
Morgan Stanley
New York
$17.8M +$546K +14,520 +3%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$8.86M -$209K -5,570 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.02M +$122K +3,255 +2%
LPL Financial
5
LPL Financial
California
$5.88M +$953K +25,355 +21%
CWM
6
Connecticut Wealth Management
Connecticut
$4.22M
UBS Group
7
UBS Group
Switzerland
$3.6M -$559K -14,865 -14%
Wells Fargo
8
Wells Fargo
California
$2.99M -$35.7K -950 -1%
IMC Chicago
9
IMC Chicago
Illinois
$2.92M -$38.3K -1,020 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.64M +$78.2K +2,080 +3%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.44M -$23.5K -625 -1%
Bank of America
12
Bank of America
North Carolina
$2.43M -$240K -6,375 -10%
Citadel Advisors
13
Citadel Advisors
Florida
$2.16M -$3.21M -85,440 -62%
AIC
14
Ameritas Investment Company
Nebraska
$2.09M +$22.7K +605 +1%
IF
15
Intrua Financial
Texas
$1.96M +$59K +1,570 +3%
CWAG
16
Compton Wealth Advisory Group
Virginia
$1.95M +$846K +22,500 +88%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.37M +$361K +9,605 +40%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.18M -$9.88M -262,855 -90%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$1.13M +$46K +1,225 +5%
Goldman Sachs
20
Goldman Sachs
New York
$1.1M -$724K -19,275 -42%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.03M +$2.82K +75 +0.3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1M -$74.8K -1,990 -7%
SI
23
Stephens Inc
Arkansas
$940K
QCM
24
Quest Capital Management
Texas
$897K -$25.4K -675 -3%
NFC
25
Northeast Financial Consultants
Connecticut
$851K