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Invesco S&P 500 Pure Growth ETF

242 hedge funds and large institutions have $1.24B invested in Invesco S&P 500 Pure Growth ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 109 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less call options, than puts

Call options by funds: $294K | Put options by funds: $331K

14% less funds holding

Funds holding: 283242 (-41)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

20.34% less ownership

Funds ownership: 251.79%231.45% (-20%)

32% less capital invested

Capital invested by funds: $1.82B → $1.24B (-$583M)

61% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 109

65% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 54

Holders
242
Holders Change
-41
Holders Change %
-14.49%
% of All Funds
3.82%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
19
Increased
43
Reduced
109
Closed
54
Calls
$294K
Puts
$331K
Net Calls
-$37K
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
126
Sage Rhino Capital
California
$479K
SFP
127
Shepherd Financial Partners
Massachusetts
$478K
MA
128
MUFG Americas
New York
$478K +$445K +12,190 +1,505%
Lido Advisors
129
Lido Advisors
California
$474K
JCA
130
January Capital Advisors
California
$473K -$1.14M -31,310 -66%
Luther King Capital Management (LKCM)
131
Luther King Capital Management (LKCM)
Texas
$471K
WWMSC
132
Wagner Wealth Management (South Carolina)
South Carolina
$438K +$218K +5,955 +100%
Truist Financial
133
Truist Financial
North Carolina
$437K -$142K -3,895 -25%
AI
134
Accredited Investors
Minnesota
$435K
CAN
135
Cetera Advisor Networks
California
$411K -$1M -27,400 -71%
GT
136
Greenleaf Trust
Michigan
$410K
YCM
137
Yousif Capital Management
Michigan
$404K +$113K +3,100 +39%
Comerica Bank
138
Comerica Bank
Texas
$387K +$48.4K +1,325 +14%
BRWM
139
B. Riley Wealth Management
Tennessee
$385K -$792K -21,685 -67%
PPA
140
Parametric Portfolio Associates
Washington
$384K
OMC
141
Old Mission Capital
Illinois
$382K +$379K +10,380 New
HWM
142
HB Wealth Management
Georgia
$356K +$354K +9,690 New
DAS
143
Dynamic Advisor Solutions
Arizona
$355K -$21.6K -590 -6%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$348K -$24.3K -665 -7%
IA
145
Insight Advisors
Pennsylvania
$334K -$220K -6,020 -40%
DI
146
Diligent Investors
California
$329K
PSF
147
Pacific Sun Financial
California
$328K
Stifel Financial
148
Stifel Financial
Missouri
$327K -$1.61M -44,135 -83%
SL
149
Salomon & Ludwin
Virginia
$323K +$60.7K +1,660 +23%
AAS
150
Ameritas Advisory Services
Nebraska
$315K -$40.9K -1,120 -12%