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Invesco S&P 500 Pure Growth ETF

206 hedge funds and large institutions have $1.27B invested in Invesco S&P 500 Pure Growth ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 234.8%236.55% (+1.7%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1% less funds holding

Funds holding: 208206 (-2)

2% less capital invested

Capital invested by funds: $1.29B → $1.27B (-$25.1M)

53% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 83

Holders
206
Holders Change
-2
Holders Change %
-0.96%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
25
Increased
39
Reduced
83
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$628K -$108K -3,275 -15%
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$614K
Baird Financial Group
103
Baird Financial Group
Wisconsin
$588K +$17.2K +520 +3%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$570K +$3.64K +110 +0.6%
CFN
105
Cordasco Financial Network
Florida
$564K
MCM
106
MAI Capital Management
Ohio
$552K
OWA
107
Octavia Wealth Advisors
Ohio
$523K -$51.8K -1,565 -9%
RJT
108
Raymond James Trust
Florida
$514K +$69.6K +2,105 +16%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$512K -$21.8K -660 -4%
SI
110
Stephens Inc
Arkansas
$491K +$19.5K +590 +4%
SPC
111
Sigma Planning Corp
Michigan
$474K -$1.86M -56,285 -80%
AWA
112
Arete Wealth Advisors
Illinois
$439K -$2.48K -75 -0.6%
MA
113
MJP Associates
Connecticut
$439K -$2.48K -75 -0.6%
Lido Advisors
114
Lido Advisors
California
$431K +$3.64K +110 +0.8%
SRC
115
Sage Rhino Capital
California
$429K
SFP
116
Shepherd Financial Partners
Massachusetts
$427K
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$421K
SCM
118
Southport Capital Management
Tennessee
$416K -$12.1K -365 -3%
PSUF
119
People's United Financial
Connecticut
$408K -$22.3K -675 -5%
IFG
120
Investors Financial Group
Minnesota
$400K -$248K -7,500 -38%
AWM
121
AE Wealth Management
Kansas
$397K +$51.8K +1,565 +15%
AI
122
Accredited Investors
Minnesota
$388K
Truist Financial
123
Truist Financial
North Carolina
$387K -$35.1K -1,060 -8%
DI
124
Diligent Investors
California
$345K +$165 +5 +0%
SL
125
Salomon & Ludwin
Virginia
$328K -$65.8K -1,990 -17%