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Invesco S&P 500 Pure Growth ETF

205 hedge funds and large institutions have $1.17B invested in Invesco S&P 500 Pure Growth ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

18% more funds holding

Funds holding: 174205 (+31)

7.13% more ownership

Funds ownership: 209.39%216.52% (+7.1%)

6% more capital invested

Capital invested by funds: $1.11B → $1.17B (+$62.4M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

Holders
205
Holders Change
+31
Holders Change %
+17.82%
% of All Funds
4.04%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
44
Reduced
77
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$505K
IFG
102
Investors Financial Group
Minnesota
$503K +$482K +19,835 New
AWM
103
Aries Wealth Management
Maine
$498K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$489K +$29.7K +1,220 +7%
LFPWM
105
Leicht Financial Planning & Wealth Management
New Jersey
$471K -$94.3K -3,880 -17%
SL
106
Salomon & Ludwin
Virginia
$464K +$15.8K +650 +4%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$442K -$40.5K -1,665 -9%
CFN
108
Cordasco Financial Network
Florida
$435K
BRWA
109
B. Riley Wealth Advisors
Florida
$424K +$486 +20 +0.1%
CWA
110
Clarity Wealth Advisors
California
$415K +$398K +16,375 New
SRC
111
Sage Rhino Capital
California
$409K
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$389K -$114K -4,670 -23%
TAIM
113
TD Ameritrade Investment Management
Nebraska
$385K +$7.66K +315 +2%
SI
114
Stephens Inc
Arkansas
$379K
RJT
115
Raymond James Trust
Florida
$377K
WA
116
WP Advisors
California
$368K -$5.11K -210 -1%
PSUF
117
People's United Financial
Connecticut
$360K -$33.2K -1,365 -9%
SFS
118
Sowell Financial Services
Arkansas
$348K -$1.39M -56,990 -81%
IA
119
IFP Advisors
Florida
$346K -$22K -905 -6%
GWM
120
Geneos Wealth Management
Colorado
$346K
SCM
121
Southport Capital Management
Tennessee
$345K
CAL
122
Capital Analysts LLC
Pennsylvania
$342K +$43.4K +1,785 +15%
SAM
123
SignalPoint Asset Management
Missouri
$341K -$6.56K -270 -2%
SFP
124
Shepherd Financial Partners
Massachusetts
$330K
Truist Financial
125
Truist Financial
North Carolina
$329K +$317K +13,025 New

RPG Hedge Fund Activity: Q4 2019 in Review

205 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Growth ETF (RPG) for Q4 2019, worth a combined $1.17B — up 5.6% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RPG positions and 11 closed out — a net gain of 32 holders — while 44 added to existing stakes and 77 trimmed.

The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $14.5M. The largest seller was Financial Consulate, cutting an estimated $9.18M.

  • 205 institutional investors held Invesco S&P 500 Pure Growth ETF (RPG) as of Q4 2019, up from 174 in Q3 2019.
  • Funds reported $1.17B of Invesco S&P 500 Pure Growth ETF stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 43 funds opened new Invesco S&P 500 Pure Growth ETF positions in Q4 2019 and 11 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Pure Growth ETF buyer in Q4 2019 was Avantax Advisory Services, an estimated $14.5M added.
  • The largest Invesco S&P 500 Pure Growth ETF seller in Q4 2019 was Financial Consulate, an estimated $9.18M sold.

Based on aggregated 13F filings for Q4 2019.