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Invesco S&P 500 Pure Growth ETF

243 hedge funds and large institutions have $835M invested in Invesco S&P 500 Pure Growth ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more funds holding

Funds holding: 233243 (+10)

1% more capital invested

Capital invested by funds: $830M → $835M (+$4.96M)

0.46% more ownership

Funds ownership: 46.9%47.36% (+0.46%)

36% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 92

92% less call options, than puts

Call options by funds: $490K | Put options by funds: $5.87M

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
35
Increased
59
Reduced
92
Closed
18
Calls
$490K
Puts
$5.87M
Net Calls
-$5.38M
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$14.4K +$61 +2 +0.5%
FAM
227
Family Asset Management
South Carolina
$14K
GEA
228
Glen Eagle Advisors
New Jersey
$14K
CWM
229
CarsonAllaria Wealth Management
Illinois
$13.5K +$61 +2 +0.5%
GI
230
GS Investments
Minnesota
$11.3K
FFA
231
Founders Financial Alliance
North Carolina
$9.13K +$1.47K +48 +20%
VL
232
Vima LLC
Michigan
$8.55K +$8.11K +265 New
RPCA
233
Running Point Capital Advisors
California
$8.39K
CIA
234
Cape Investment Advisory
Georgia
$8.06K
SA
235
Scarborough Advisors
Maryland
$7.26K +$6.88K +225 New
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$5.65K
KFI
237
Key Financial Inc
Pennsylvania
$5.65K
BWP
238
Baldwin Wealth Partners
Massachusetts
$4.03K
CAS
239
Coppell Advisory Solutions
Texas
$4K +$3.98K +130 New
WP
240
WealthShield Partners
North Carolina
$3.71K
BNP Paribas Financial Markets
241
BNP Paribas Financial Markets
France
$1.55K +$1.47K +48 New
BCMLT
242
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.21K +$979 +32 +400%
SFA
243
Semmax Financial Advisors
North Carolina
$685
FGAM
244
Financial Gravity Asset Management
Texas
$508 +$245 +8 +100%
AEPWM
245
Atlantic Edge Private Wealth Management
Florida
$170 +$153 +5 New
MSAM
246
Moloney Securities Asset Management
Missouri
-$11.5M -382,083 Closed
IAIM
247
International Assets Investment Management
Florida
-$4.24M -80,736 Closed
WAM
248
WealthTrust Asset Management
Florida
-$1.11M -36,945 Closed
FEM
249
Fulcrum Equity Management
Texas
-$625K -20,719 Closed
TI
250
Tidal Investments
Wisconsin
-$565K -18,755 Closed