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Invesco S&P 500 Pure Growth ETF

104 hedge funds and large institutions have $676M invested in Invesco S&P 500 Pure Growth ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

17% more funds holding

Funds holding: 89104 (+15)

14% more capital invested

Capital invested by funds: $594M → $676M (+$82.5M)

8.93% more ownership

Funds ownership: 173.34%182.27% (+8.9%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
2.77%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
27
Increased
41
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Calamos Wealth Management
Illinois
$326K +$320K +20,515 New
RDM
77
Retirement Design & Management
Connecticut
$317K +$311K +19,960 New
KA
78
Kovack Advisors
Florida
$259K
CA
79
Cetera Advisors
Colorado
$250K +$26.5K +1,700 +12%
SI
80
Stephens Inc
Arkansas
$244K -$44.3K -2,840 -16%
KCPG
81
Kavar Capital Partners Group
Kansas
$244K +$239K +15,360 New
Millennium Management
82
Millennium Management
New York
$223K +$218K +14,000 New
RFC
83
Regions Financial Corp
Alabama
$221K -$11.7K -750 -5%
Brown Advisory
84
Brown Advisory
Maryland
$216K +$212K +13,580 New
PSUF
85
People's United Financial
Connecticut
$212K +$15.6K +1,000 +8%
Northern Trust
86
Northern Trust
Illinois
$210K
WS
87
Wedbush Securities
California
$209K -$14.4K -925 -7%
MWP
88
MYCIO Wealth Partners
Pennsylvania
$188K
SIG
89
Stanford Investment Group
California
$181K +$177K +11,385 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$118K +$45.5K +2,920 +65%
NFG
91
Next Financial Group
Texas
$86K -$23.1K -1,485 -22%
OIA
92
Optimum Investment Advisors
Illinois
$74K
VIA
93
Vantage Investment Advisors
Pennsylvania
$70K
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$66K -$64.4K -4,135 -50%
Creative Planning
95
Creative Planning
Kansas
$59K -$93.3K -5,990 -62%
WA
96
WFG Advisors
Texas
$49K +$78 +5 +0.2%
FCCM
97
First City Capital Management
Georgia
$39.8K +$39K +2,500 New
TAIM
98
TD Ameritrade Investment Management
Nebraska
$24K
CFA
99
Carroll Financial Associates
North Carolina
$21K
JWA
100
JFS Wealth Advisors
Pennsylvania
$9K +$8.57K +550 New