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Invesco S&P 500 Pure Growth ETF

214 hedge funds and large institutions have $836M invested in Invesco S&P 500 Pure Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less funds holding

Funds holding: 220214 (-6)

8.72% less ownership

Funds ownership: 234.54%225.82% (-8.7%)

10% less capital invested

Capital invested by funds: $932M → $836M (-$95.3M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 81

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
54
Reduced
81
Closed
21
Calls
$290K
Puts
Net Calls
+$290K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$381K -$19.5K -650 -5%
MA
127
MJP Associates
Connecticut
$381K +$1.35K +45 +0.4%
KWS
128
Keystone Wealth Services
California
$330K
VBCG
129
Valley Brook Capital Group
Pennsylvania
$327K +$9.28K +310 +3%
CW
130
Connectus Wealth
Ohio
$304K
IWM
131
IHT Wealth Management
Illinois
$303K +$299 +10 +0.1%
WDL
132
Well Done LLC
Michigan
$298K +$1.05K +35 +0.4%
SPIA
133
Steward Partners Investment Advisory
New York
$291K -$8.23K -275 -3%
William Blair & Company
134
William Blair & Company
Illinois
$279K -$12K -400 -4%
PPG
135
Peak Planning Group
Colorado
$277K +$150 +5 +0.1%
PSF
136
Pacific Sun Financial
California
$270K +$267K +8,925 New
HWM
137
HB Wealth Management
Georgia
$269K -$26.2K -875 -9%
SL
138
Salomon & Ludwin
Virginia
$262K
AWM
139
Aries Wealth Management
Maine
$254K
V
140
Veritable
Delaware
$253K
AF
141
Allworth Financial
California
$251K -$8.68K -290 -3%
BJL
142
Brighton Jones LLC
Washington
$248K +$898 +30 +0.4%
DI
143
Diligent Investors
California
$236K +$299 +10 +0.1%
ML
144
McAdam LLC
Pennsylvania
$234K
IWC
145
Integrated Wealth Concepts
Massachusetts
$228K +$11.4K +380 +5%
GIA
146
GHP Investment Advisors
Colorado
$226K +$860K +28,730 +400%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$223K -$7.03K -235 -3%
BMCM
148
Bryn Mawr Capital Management
Pennsylvania
$222K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$218K -$122K -4,070 -36%
PAM
150
Private Asset Management
California
$218K