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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
Comerica Bank
51
Comerica Bank
Texas
$1.32M +$1.26M +72,125 New
CWM
52
Cornerstone Wealth Management
Missouri
$1.24M +$240K +13,720 +25%
CAS
53
Cue Advisory Services
Arizona
$1.18M +$18.7K +1,070 +2%
BO
54
BRR OpCo
Ohio
$962K -$45.4K -2,595 -5%
CPIG
55
Chicago Partners Investment Group
Illinois
$958K +$608K +34,755 +186%
PAS
56
Partnervest Advisory Services
California
$900K -$17.8K -1,015 -2%
BDF
57
Balasa Dinverno & Foltz
$895K
BTS
58
BB&T Securities
Virginia
$880K -$119K -6,825 -12%
KWM
59
Kingsview Wealth Management
Oregon
$800K +$781K +44,630 New
OC
60
Oarsman Capital
Wisconsin
$780K +$103K +5,885 +16%
LFAS
61
Level Four Advisory Services
Texas
$775K +$476K +27,200 +165%
SPC
62
Sigma Planning Corp
Michigan
$755K -$181K -10,325 -20%
IWMPD
63
Integrated Wealth Management (Palm Desert)
California
$742K +$107K +6,105 +17%
PCFFS
64
Pacific Center for Financial Services
California
$730K -$1.83M -104,685 -72%
GT
65
Greenleaf Trust
Michigan
$710K +$188K +10,765 +37%
NFG
66
Next Financial Group
Texas
$708K +$657K +37,570 +3,267%
Stifel Financial
67
Stifel Financial
Missouri
$703K -$868K -49,600 -56%
IA
68
IFP Advisors
Florida
$696K +$55K +3,145 +9%
Creative Planning
69
Creative Planning
Kansas
$671K +$266K +15,205 +68%
RP
70
Riverbridge Partners
Minnesota
$627K
CWM
71
Calamos Wealth Management
Illinois
$619K -$5.97M -341,330 -91%
Citadel Advisors
72
Citadel Advisors
Florida
$617K -$2.76M -157,925 -82%
US Bancorp
73
US Bancorp
Minnesota
$594K
GLA
74
Great Lakes Advisors
Illinois
$590K -$10.9K -625 -2%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$543K -$48.6K -2,780 -8%