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Invesco S&P 500 Pure Growth ETF

257 hedge funds and large institutions have $660M invested in Invesco S&P 500 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $120K | Put options by funds: $12K

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9% more capital invested

Capital invested by funds: $607M → $660M (+$52.4M)

6.82% more ownership

Funds ownership: 36.98%43.8% (+6.8%)

3% more funds holding

Funds holding: 249257 (+8)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

Holders
257
Holders Change
+8
Holders Change %
+3.21%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
70
Reduced
72
Closed
19
Calls
$120K
Puts
$12K
Net Calls
+$108K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$6.19M +$19.8K +476 +0.3%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$5.72M +$5.37M +129,099 +1,362%
SWP
28
Stratos Wealth Partners
Ohio
$4.62M +$4.65M +111,961 New
WFM
29
Wolff Financial Management
Michigan
$4.59M -$64.5K -1,551 -1%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$4.27M +$217K +5,220 +5%
Ameriprise
31
Ameriprise
Minnesota
$3.94M +$554K +13,327 +16%
EE
32
EWG Elevate
California
$3.83M +$3.86M +92,806 New
TWG
33
The Wealth Group
Minnesota
$3.43M -$82.3K -1,980 -2%
SWM
34
Shakespeare Wealth Management
Wisconsin
$3.31M -$60.1K -1,446 -2%
CFS
35
Commonwealth Financial Services
West Virginia
$3.28M +$811K +19,515 +33%
NW
36
NewEdge Wealth
Pennsylvania
$3.26M -$129K -3,095 -4%
IA
37
IFP Advisors
Florida
$3.21M +$2.54M +61,102 +368%
CPIG
38
Chicago Partners Investment Group
Illinois
$2.9M +$2.25K +54 +0.1%
Corient Private Wealth
39
Corient Private Wealth
Florida
$2.86M +$728K +17,510 +34%
KAS
40
Kestra Advisory Services
Texas
$2.63M +$294K +7,070 +12%
BBWP
41
Beacon Bridge Wealth Partners
Pennsylvania
$2.54M +$145K +3,498 +6%
DWA
42
Delos Wealth Advisors
Texas
$2.19M +$139K +3,354 +7%
PAG
43
Private Advisor Group
New Jersey
$2.17M +$45.3K +1,089 +2%
VFG
44
Victory Financial Group
Texas
$2.1M +$2.12M +50,924 New
XF
45
XML Financial
Maryland
$1.99M -$541K -13,005 -21%
AWS
46
Atria Wealth Solutions
New York
$1.96M -$53.9K -1,297 -3%
FC
47
Forte Capital
New York
$1.9M -$67.6K -1,625 -3%
KWM
48
Kingsview Wealth Management
Oregon
$1.85M -$36.5K -878 -2%
IAA
49
Independent Advisor Alliance
North Carolina
$1.85M +$1.86M +44,820 New
FHA
50
Flagship Harbor Advisors
Massachusetts
$1.84M -$17.9K -430 -1%