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Invesco S&P 500 Pure Growth ETF

257 hedge funds and large institutions have $660M invested in Invesco S&P 500 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $120K | Put options by funds: $12K

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9% more capital invested

Capital invested by funds: $607M → $660M (+$52.4M)

6.82% more ownership

Funds ownership: 36.98%43.8% (+6.8%)

3% more funds holding

Funds holding: 249257 (+8)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

Holders
257
Holders Change
+8
Holders Change %
+3.21%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
70
Reduced
72
Closed
19
Calls
$120K
Puts
$12K
Net Calls
+$108K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$501K -$136K -3,267 -21%
William Blair & Company
127
William Blair & Company
Illinois
$492K +$111K +2,673 +29%
CCM
128
Condor Capital Management
New Jersey
$489K -$9.94K -239 -2%
CCA
129
Clearwater Capital Advisors
Illinois
$487K -$83K -1,996 -14%
Comerica Bank
130
Comerica Bank
Texas
$481K -$155K -3,730 -24%
GVAG
131
Great Valley Advisor Group
Delaware
$463K
GS
132
GTS Securities
New York
$445K -$3.07M -73,950 -87%
Cerity Partners
133
Cerity Partners
New York
$436K
MWA
134
Meridian Wealth Advisors
Texas
$427K
WWA
135
WCG Wealth Advisors
Nevada
$420K
BNMT
136
Bawa N Mallick Trust
New York
$413K +$416K +10,000 New
KWS
137
Keystone Wealth Services
California
$412K
BAM
138
Belpointe Asset Management
Nevada
$410K
PMFA
139
Plante Moran Financial Advisors
Michigan
$402K
VBCG
140
Valley Brook Capital Group
Pennsylvania
$396K -$624 -15 -0.2%
SCM
141
SOL Capital Management
Maryland
$387K
BJL
142
Brighton Jones LLC
Washington
$387K +$374 +9 +0.1%
AAS
143
Ameritas Advisory Services
Nebraska
$386K -$13.7K -330 -3%
HWM
144
HB Wealth Management
Georgia
$385K
SW
145
SlateStone Wealth
Florida
$371K +$5.07K +122 +1%
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$342K
KCP
147
Kera Capital Partners
California
$336K +$339K +8,145 New
BWG
148
Balanced Wealth Group
Ohio
$328K -$9.94K -239 -3%
PS
149
Principal Securities
Iowa
$323K +$43.7K +1,051 +16%
RFA
150
RTD Financial Advisors
Pennsylvania
$321K