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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
Luther King Capital Management (LKCM)
101
Luther King Capital Management (LKCM)
Texas
$226K +$350 +20 +0.2%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$218K +$2.71K +155 +1%
MWP
103
MYCIO Wealth Partners
Pennsylvania
$213K +$207K +11,855 New
SI
104
SII Investments
Wisconsin
$210K +$205K +11,720 New
CCM
105
Cribstone Capital Management
Maine
$207K +$160K +9,135 +372%
DI
106
Diligent Investors
California
$206K +$201K +11,490 New
CFD
107
Creative Financial Designs
Indiana
$167K -$266K -15,225 -61%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$158K +$74.7K +4,270 +94%
KF
109
Krilogy Financial
Missouri
$134K
SPIA
110
Steward Partners Investment Advisory
New York
$65K +$64.2K +3,670 New
PB
111
Pinnacle Bancorp
Nebraska
$61K +$59.4K +3,395 New
TAIM
112
TD Ameritrade Investment Management
Nebraska
$60K +$54.3K +3,105 +1,294%
BRC
113
Bell Rock Capital
Delaware
$36K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$35K
GI
115
Gradient Investments
Minnesota
$32K +$31.1K +1,780 New
BWP
116
Baldwin Wealth Partners
Massachusetts
$30K
BlackRock
117
BlackRock
New York
$24K -$18.6K -1,065 -45%
HCA
118
Harbour Capital Advisors
Virginia
$19.1K +$18.6K +1,065 New
VIA
119
Vantage Investment Advisors
Pennsylvania
$19K -$22K -1,255 -55%
WOC
120
West Oak Capital
California
$17.9K +$17.5K +1,000 New
CFA
121
Carroll Financial Associates
North Carolina
$17K
MA
122
MUFG Americas
New York
$13K
JGIA
123
Jackson Grant Investment Advisers
Connecticut
$8K +$8.05K +460 New
EA
124
Edge Advisors
Georgia
$6K
IAS
125
INR Advisory Services
Pennsylvania
$4K