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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
NF
51
Nvest Financial
New Hampshire
$1.81M -$5.72K -187 -0.3%
SCM
52
SOL Capital Management
Maryland
$1.68M -$34.4K -1,125 -2%
RWM
53
Reston Wealth Management
Virginia
$1.66M -$647K -21,130 -29%
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.64M +$83.8K +2,738 +6%
KWM
55
Kingsview Wealth Management
Oregon
$1.6M +$4.83K +158 +0.3%
AWS
56
Atria Wealth Solutions
New York
$1.58M -$47.1K -1,540 -3%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$1.5M -$60.1K -1,964 -4%
FHA
58
Flagship Harbor Advisors
Massachusetts
$1.49M +$126K +4,125 +10%
SCA
59
Snowden Capital Advisors
New York
$1.48M +$170K +5,557 +14%
NA
60
NewEdge Advisors
Louisiana
$1.37M -$197K -6,452 -13%
MA
61
Mutual Advisors
Nebraska
$1.22M +$55.8K +1,823 +5%
PFA
62
Pure Financial Advisors
California
$1.2M
PA
63
PFG Advisors
Arizona
$1.19M +$7.07K +231 +0.6%
LMIM
64
Lockheed Martin Investment Management
Maryland
$1.16M
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.16M +$91.4K +2,987 +9%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M
FFN
67
Focus Financial Network
Minnesota
$1.08M +$9.97K +326 +1%
Truist Financial
68
Truist Financial
North Carolina
$1.04M +$5.94K +194 +0.6%
Stifel Financial
69
Stifel Financial
Missouri
$1.03M +$424K +13,858 +76%
SFI
70
SPC Financial Inc
Maryland
$1.01M -$13.5K -440 -1%
EFS
71
Essex Financial Services
Connecticut
$980K -$7.41K -242 -0.8%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$966K +$916K +29,939 New
IWM
73
IHT Wealth Management
Illinois
$949K +$597K +19,497 +196%
CWM
74
Cornerstone Wealth Management
Missouri
$942K -$5.81K -190 -0.6%
DWA
75
Delos Wealth Advisors
Texas
$933K -$22.5K -735 -2%