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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
ML
126
McAdam LLC
Pennsylvania
$296K
AWM
127
Aries Wealth Management
Maine
$287K
UCFA
128
United Capital Financial Advisors
Texas
$279K -$52.1K -1,575 -16%
Financial Engines Advisors
129
Financial Engines Advisors
California
$257K +$26.3K +795 +11%
RA
130
RiverTree Advisors
Florida
$251K +$253K +7,650 New
SFA
131
Sequoia Financial Advisors
Ohio
$246K -$7.28K -220 -3%
VBCG
132
Valley Brook Capital Group
Pennsylvania
$243K -$21.5K -650 -8%
TAIM
133
TD Ameritrade Investment Management
Nebraska
$240K
WFA
134
Wade Financial Advisory
California
$236K +$331 +10 +0.1%
PAM
135
Private Asset Management
California
$235K
SSB
136
Sandy Spring Bank
Maryland
$226K +$228K +6,885 New
CWM
137
Chronos Wealth Management
Florida
$222K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$216K
CAN
139
Cetera Advisor Networks
California
$215K -$33.4K -1,010 -13%
HSA
140
HBK Sorce Advisory
Pennsylvania
$211K
HC
141
Hoese & Co
Minnesota
$211K +$212K +6,410 New
DC
142
Davenport & Co
Virginia
$207K -$36.4K -1,100 -15%
VFA
143
Valeo Financial Advisors
Indiana
$203K +$142K +4,290 +228%
PG
144
Prostatis Group
Maryland
$202K -$88.6K -2,680 -30%
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$201K +$202K +6,105 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$200K
WWMSC
147
Wagner Wealth Management (South Carolina)
South Carolina
$197K -$4.8K -145 -2%
IA
148
IFP Advisors
Florida
$194K +$51.6K +1,560 +36%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$190K
BWM
150
BerganKDV Wealth Management
Minnesota
$175K