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Invesco S&P 500 Pure Growth ETF

129 hedge funds and large institutions have $854M invested in Invesco S&P 500 Pure Growth ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

2% more funds holding

Funds holding: 126129 (+3)

3% more capital invested

Capital invested by funds: $831M → $854M (+$22.7M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1.72% less ownership

Funds ownership: 226.83%225.11% (-1.7%)

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
3.21%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
16
Increased
51
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
26
Shine Investment Advisory Services
Colorado
$9.65M +$190K +10,875 +2%
ICOA
27
Investment Centers of America
North Dakota
$9.19M +$126K +7,230 +1%
CCM
28
Condor Capital Management
New Jersey
$8.69M +$114K +6,500 +1%
RWM
29
Rezny Wealth Management
Florida
$8.43M -$831K -47,520 -9%
JP Morgan Chase
30
JP Morgan Chase
New York
$7.21M +$2.19M +125,100 +45%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$6.61M +$767K +43,845 +14%
WDL
32
Well Done LLC
Michigan
$5.88M +$168K +9,630 +3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.83M +$990K +56,595 +27%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$4.71M +$525K +30,025 +13%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$3.93M +$527K +30,110 +16%
LMIM
36
Lockheed Martin Investment Management
Maryland
$3.69M -$655K -37,455 -15%
Citigroup
37
Citigroup
New York
$3.56M +$341K +19,510 +11%
HFS
38
HL Financial Services
Kentucky
$2.8M +$2.73M +156,115 New
PAG
39
Private Advisor Group
New Jersey
$2.63M -$25.9K -1,480 -1%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$2.62M -$28.8K -1,645 -1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.54M +$2.16M +123,300 +676%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.49M -$2.14M -122,175 -47%
JIP
43
Jaffetilchin Investment Partners
Florida
$2.23M +$4.2K +240 +0.2%
NPC
44
National Planning Corporation
California
$2.2M -$1.31M -74,610 -38%
AG
45
Advisor Group
Arizona
$2.09M -$283K -16,180 -12%
IH
46
IFC Holdings
Florida
$2.04M +$145K +8,295 +8%
CS
47
Credit Suisse
Switzerland
$2M +$1.58M +90,600 +433%
CCA
48
Clearwater Capital Advisors
Illinois
$1.87M +$430K +24,565 +30%
IA
49
IndexIQ Advisors
New York
$1.79M +$612K +34,960 +54%
FHA
50
Flagship Harbor Advisors
Massachusetts
$1.4M +$40.4K +2,310 +3%