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Invesco S&P 500 Pure Growth ETF

224 hedge funds and large institutions have $1.07B invested in Invesco S&P 500 Pure Growth ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $1.08B → $1.07B (-$6.21M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1.11% less ownership

Funds ownership: 253.54%252.43% (-1.1%)

3% less funds holding

Funds holding: 230224 (-6)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 81

Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
58
Reduced
81
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$9.08M +$899K +29,155 +11%
CCM
27
Coldstream Capital Management
Washington
$8.59M +$8.74M +283,405 New
AAS
28
Avantax Advisory Services
Texas
$8.55M +$774K +25,085 +10%
FANJ
29
Financial Architects (New Jersey)
New Jersey
$8.05M -$226K -7,335 -3%
FCA
30
FinTrust Capital Advisors
South Carolina
$7.59M -$195K -6,330 -2%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$7.35M -$442K -14,340 -6%
AC
32
Avestar Capital
New York
$7.14M +$7.26M +235,460 New
AA
33
Auxano Advisors
Washington
$6.08M -$150K -4,860 -2%
KAS
34
Kestra Advisory Services
Texas
$5.37M -$37.3K -1,210 -0.7%
IAIM
35
International Assets Investment Management
Florida
$4.78M +$16.4M +531,310 New
CW
36
Connectus Wealth
Ohio
$3.78M -$200K -6,470 -5%
BRWA
37
B. Riley Wealth Advisors
Florida
$3.42M +$1.21M +39,255 +53%
CAG
38
Csenge Advisory Group
Florida
$3.34M -$379K -12,275 -10%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.27M -$46.1K -1,495 -1%
TPWM
40
Twelve Points Wealth Management
Massachusetts
$3.21M -$86.7K -2,810 -3%
GVAG
41
Great Valley Advisor Group
Delaware
$3.17M +$3.23M +104,595 New
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$2.92M
IRC
43
Investors Research Corp
Georgia
$2.72M +$55.2K +1,790 +2%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.36M +$340K +11,020 +16%
XF
45
XML Financial
Maryland
$2.34M +$70.8K +2,295 +3%
RWM
46
Reston Wealth Management
Virginia
$2.3M -$137K -4,445 -6%
CPIG
47
Chicago Partners Investment Group
Illinois
$2.15M +$5.4K +175 +0.3%
AWS
48
Atria Wealth Solutions
New York
$1.9M -$1.05M -34,080 -35%
KWM
49
Kingsview Wealth Management
Oregon
$1.78M -$12.3K -400 -0.7%
KA
50
Kovack Advisors
Florida
$1.72M +$204K +6,620 +13%