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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
AWA
76
Arete Wealth Advisors
Illinois
$932K +$699K +22,851 +166%
RA
77
Rodgers & Associates
Pennsylvania
$929K -$44.2K -1,445 -5%
US Bancorp
78
US Bancorp
Minnesota
$891K -$12.2K -400 -1%
EH
79
Equitable Holdings
New York
$869K -$102K -3,330 -11%
MML Investors Services
80
MML Investors Services
Massachusetts
$863K -$67K -2,190 -8%
AT
81
American Trust
Kentucky
$838K -$682K -22,291 -46%
DAS
82
Dynamic Advisor Solutions
Arizona
$812K -$3.52K -115 -0.4%
Mariner
83
Mariner
Kansas
$797K -$287K -9,380 -28%
N
84
Natixis
France
$796K -$61.1K -1,998 -7%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$794K +$428K +14,000 +132%
PCFFS
86
Pacific Center for Financial Services
California
$770K -$28.4K -928 -4%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$767K +$728K +23,781 New
VPP
88
Vertex Planning Partners
Illinois
$766K -$4.65K -152 -0.6%
HI
89
Harbour Investments
Wisconsin
$759K +$31 +1 +0%
OIA
90
OneDigital Investment Advisors
Kansas
$749K -$207K -6,752 -23%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$713K +$676K +22,088 New
BA
92
Bridgewater Advisors
New York
$710K
MFG
93
Merit Financial Group
Georgia
$709K -$148K -4,847 -18%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$707K +$4.87K +159 +0.7%
GIA
95
Gladstone Institutional Advisory
Florida
$701K
ASN
96
Advisory Services Network
Georgia
$687K -$12.9K -422 -2%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$673K -$71.7K -2,344 -10%
DA
98
Detalus Advisors
Missouri
$670K -$14.7K -480 -2%
Goldman Sachs
99
Goldman Sachs
New York
$661K
CAN
100
Cetera Advisor Networks
California
$645K -$197K -6,425 -24%