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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
RAG
26
RIA Advisory Group
Iowa
$5.17M +$386K +12,617 New
BFEC
27
Benjamin F. Edwards & Company
Missouri
$5.05M +$131K +4,293 +3%
TPWM
28
Twelve Points Wealth Management
Massachusetts
$4.79M -$306K -10,017 -6%
Ameriprise
29
Ameriprise
Minnesota
$4.73M -$2.09M -68,374 -32%
KAS
30
Kestra Advisory Services
Texas
$4.61M -$57.6K -1,883 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4.55M +$4.03M +131,550 +1,379%
WFM
32
Wolff Financial Management
Michigan
$4.43M -$931K -30,413 -18%
JP Morgan Chase
33
JP Morgan Chase
New York
$4.43M +$1.41M +46,012 +50%
FCA
34
FinTrust Capital Advisors
South Carolina
$4.23M -$618K -20,189 -13%
PGF
35
Plan Group Financial
Oklahoma
$4.14M +$3.92M +128,264 New
Citadel Advisors
36
Citadel Advisors
Florida
$3.31M -$457K -14,920 -13%
SWM
37
Shakespeare Wealth Management
Wisconsin
$3.2M -$379K -12,386 -11%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$3.12M
TWG
39
The Wealth Group
Minnesota
$2.93M +$2.65M +86,613 New
FC
40
Forte Capital
New York
$2.76M -$45.9K -1,500 -2%
IRC
41
Investors Research Corp
Georgia
$2.74M +$11.8K +385 +0.5%
NW
42
NewEdge Wealth
Pennsylvania
$2.67M -$15K -490 -0.6%
BBWP
43
Beacon Bridge Wealth Partners
Pennsylvania
$2.66M +$30.7K +1,002 +1%
CPIG
44
Chicago Partners Investment Group
Illinois
$2.29M +$7.31K +239 +0.3%
CAG
45
Csenge Advisory Group
Florida
$2.16M -$320K -10,465 -14%
VFG
46
Victory Financial Group
Texas
$2.05M +$1.94M +63,561 New
XF
47
XML Financial
Maryland
$1.98M +$108K +3,532 +6%
CFS
48
Commonwealth Financial Services
West Virginia
$1.94M -$101K -3,295 -5%
BRWA
49
B. Riley Wealth Advisors
Florida
$1.93M -$502K -16,402 -22%
PAG
50
Private Advisor Group
New Jersey
$1.89M -$147K -4,817 -8%