We are live on ! Find out more
RPG icon

Invesco S&P 500 Pure Growth ETF

256 hedge funds and large institutions have $615M invested in Invesco S&P 500 Pure Growth ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 107 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

5% more funds holding

Funds holding: 243256 (+13)

10.82% less ownership

Funds ownership: 47.36%36.54% (-11%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less capital invested

Capital invested by funds: $835M → $615M (-$220M)

59% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 107

72% less call options, than puts

Call options by funds: $859K | Put options by funds: $3.06M

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
34
Increased
44
Reduced
107
Closed
20
Calls
$859K
Puts
$3.06M
Net Calls
-$2.2M
Net Calls Change
+$3.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Csenge Advisory Group
Florida
$1.13M -$1.24M -36,127 -54%
Goldman Sachs
77
Goldman Sachs
New York
$1.11M +$335K +9,727 +47%
SCM
78
SOL Capital Management
Maryland
$1.1M -$760K -22,095 -42%
EFS
79
Essex Financial Services
Connecticut
$1.07M -$40.5K -1,179 -4%
CWM
80
Cornerstone Wealth Management
Missouri
$1.05M -$16K -465 -2%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$999K +$936K +27,208 New
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$984K +$104K +3,010 +13%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$972K -$120K -3,479 -12%
DAS
84
Dynamic Advisor Solutions
Arizona
$960K
HI
85
Harbour Investments
Wisconsin
$909K +$42.6K +1,238 +5%
SP
86
Sequent Planning
Nebraska
$907K +$849K +24,692 New
US Bancorp
87
US Bancorp
Minnesota
$899K -$108K -3,140 -11%
PCFFS
88
Pacific Center for Financial Services
California
$876K +$138 +4 +0%
VPP
89
Vertex Planning Partners
Illinois
$872K
OIA
90
OneDigital Investment Advisors
Kansas
$828K -$23K -668 -3%
RA
91
Rodgers & Associates
Pennsylvania
$827K -$216K -6,268 -22%
BA
92
Bridgewater Advisors
New York
$808K
Baird Financial Group
93
Baird Financial Group
Wisconsin
$790K -$13.4K -391 -2%
DA
94
Detalus Advisors
Missouri
$752K -$10.7K -310 -1%
GAA
95
Global Assets Advisory
Florida
$750K +$947K +27,525 New
ASN
96
Advisory Services Network
Georgia
$740K -$39.3K -1,144 -5%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$740K -$24.2K -705 -3%
WWM
98
Western Wealth Management
Colorado
$729K +$34 +1 +0%
EH
99
Equitable Holdings
New York
$715K -$256K -7,453 -28%
GCP
100
GSA Capital Partners
United Kingdom
$712K +$667K +19,393 New