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Invesco S&P 500 Pure Growth ETF

249 hedge funds and large institutions have $607M invested in Invesco S&P 500 Pure Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

2% more capital invested

Capital invested by funds: $595M → $607M (+$13M)

0% more funds holding

Funds holding: 248249 (+1)

0.25% more ownership

Funds ownership: 36.72%36.98% (+0.25%)

28% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 86

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

89% less call options, than puts

Call options by funds: $8K | Put options by funds: $75K

Holders
249
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
62
Reduced
86
Closed
13
Calls
$8K
Puts
$75K
Net Calls
-$67K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
126
WCG Wealth Advisors
Nevada
$400K -$9.28K -250 -2%
KWS
127
Keystone Wealth Services
California
$392K -$7.98K -215 -2%
PMFA
128
Plante Moran Financial Advisors
Michigan
$383K
AAS
129
Ameritas Advisory Services
Nebraska
$380K +$817 +22 +0.2%
VBCG
130
Valley Brook Capital Group
Pennsylvania
$377K +$3.75K +101 +1%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$372K +$78.2K +2,106 +29%
SCM
132
SOL Capital Management
Maryland
$368K -$585K -15,750 -63%
BJL
133
Brighton Jones LLC
Washington
$368K +$74 +2 +0%
HWM
134
HB Wealth Management
Georgia
$367K +$22.8K +615 +7%
William Blair & Company
135
William Blair & Company
Illinois
$363K +$3.71K +100 +1%
SW
136
SlateStone Wealth
Florida
$348K -$17K -457 -5%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$325K
RJT
138
Raymond James Trust
Florida
$325K
RFA
139
RTD Financial Advisors
Pennsylvania
$305K
WDL
140
Well Done LLC
Michigan
$304K
BWG
141
Balanced Wealth Group
Ohio
$304K +$148 +4 +0.1%
ML
142
McAdam LLC
Pennsylvania
$300K
RAG
143
RIA Advisory Group
Iowa
$297K +$281K +7,561 New
AWM
144
Aries Wealth Management
Maine
$296K
WIA
145
World Investment Advisors
California
$290K +$53.8K +1,448 +24%
DI
146
Diligent Investors
California
$289K +$37 +1 +0%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$288K -$131K -3,522 -32%
WFA
148
Wade Financial Advisory
California
$282K
GIA
149
GHP Investment Advisors
Colorado
$282K
Citigroup
150
Citigroup
New York
$282K -$41.6K -1,120 -13%