RPG icon

Invesco S&P 500 Pure Growth ETF

247 hedge funds and large institutions have $593M invested in Invesco S&P 500 Pure Growth ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-9
Holders Change %
-3.52%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
15
Increased
63
Reduced
84
Closed
18
Calls
$63K
Puts
$164K
Net Calls
-$101K
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
126
Meridian Wealth Advisors
Texas
$386K
KWS
127
Keystone Wealth Services
California
$380K -$10.4K -280 -3%
PMFA
128
Plante Moran Financial Advisors
Michigan
$363K
AAS
129
Ameritas Advisory Services
Nebraska
$360K -$15.8K -424 -4%
VBCG
130
Valley Brook Capital Group
Pennsylvania
$354K -$24.6K -660 -6%
BJL
131
Brighton Jones LLC
Washington
$349K -$16.7K -448 -5%
Cerity Partners
132
Cerity Partners
New York
$347K
SW
133
SlateStone Wealth
Florida
$347K +$37 +1 +0%
William Blair & Company
134
William Blair & Company
Illinois
$341K
Jane Street
135
Jane Street
New York
$330K -$5.2M -139,490 -94%
HWM
136
HB Wealth Management
Georgia
$325K
AL
137
Aspiriant LLC
California
$322K +$322K +8,630 New
Citigroup
138
Citigroup
New York
$309K -$81.5K -2,188 -21%
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$309K
RJT
140
Raymond James Trust
Florida
$309K
GWP
141
Gateway Wealth Partners
Wisconsin
$300K +$300K +8,053 New
RFA
142
RTD Financial Advisors
Pennsylvania
$289K -$131K -3,529 -31%
WDL
143
Well Done LLC
Michigan
$289K +$1.12K +30 +0.4%
BWG
144
Balanced Wealth Group
Ohio
$287K +$74 +2 +0%
SB
145
Strategic Blueprint
Georgia
$285K -$3.91K -105 -1%
ML
146
McAdam LLC
Pennsylvania
$284K
AWM
147
Aries Wealth Management
Maine
$281K -$18.6K -500 -6%
MWM
148
Mission Wealth Management
California
$279K -$21.9K -587 -7%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$275K +$70.9K +1,904 +35%
DI
150
Diligent Investors
California
$274K -$2.01K -54 -0.7%