Invesco S&P 500 Pure Growth ETF
56 hedge funds and large institutions have $234M invested in Invesco S&P 500 Pure Growth ETF in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
29% more capital invested
Capital invested by funds: $182M → $234M (+$52.4M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more funds holding
Funds holding: 50 → 56 (+6)
6.51% less ownership
Funds ownership: 192.54% → 186.03% (-6.5%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$11.9M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$5.1M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.08M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.77M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.52M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $44K | – | – | – |
|
|
TAIM
52
TD Ameritrade Investment Management
Omaha,
Nebraska
| $21K | -$9.83K | -800 | -33% |
|
|
CFA
53
Carroll Financial Associates
Charlotte,
North Carolina
| $20K | +$19.5K | +1,590 | New |
|
|
PAS
54
Partnervest Advisory Services
Santa Barbara,
California
| $19K | – | – | – |
|
|
MA
55
MCF Advisors
Covington,
Kentucky
| $17K | +$13.8K | +1,125 | New |
|
|
SFS
56
Signator Financial Services
Boston,
Massachusetts
| $6K | – | – | – |
|
|
CS
57
Credit Suisse
Zurich,
Switzerland
| – | -$1.51M | -130,125 | Closed |
|
58
Goldman Sachs
New York
| – | -$259K | -22,340 | Closed |
|
|
FHC
59
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$47K | -4,100 | Closed |
|
RPG Hedge Fund Activity: Q3 2013 in Review
56 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Growth ETF (RPG) for Q3 2013, worth a combined $234M — up 29% from $182M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RPG positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.9M. The largest seller was Royal Bank of Canada, cutting an estimated $3.34M.
- 56 institutional investors held Invesco S&P 500 Pure Growth ETF (RPG) as of Q3 2013, up from 50 in Q2 2013.
- Funds reported $234M of Invesco S&P 500 Pure Growth ETF stock for Q3 2013, up 29% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 Pure Growth ETF positions in Q3 2013 and 3 closed out, a net change of +6 holders.
- The largest Invesco S&P 500 Pure Growth ETF buyer in Q3 2013 was Morgan Stanley, an estimated $11.9M added.
- The largest Invesco S&P 500 Pure Growth ETF seller in Q3 2013 was Royal Bank of Canada, an estimated $3.34M sold.
Based on aggregated 13F filings for Q3 2013.