We are live on ! Find out more
RPG icon

Invesco S&P 500 Pure Growth ETF
RPG

155 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Pure Growth ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

18% more funds holding

Funds holding: 131 → 155 (+24)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

8% more capital invested

Capital invested by funds: $955M → $1.03B (+$78.2M)

6.1% more ownership

Funds ownership: 224.08% → 230.18% (+6.1%)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

Holders
155
Holders Change
+24
Holders Change %
+18.32%
% of All Funds
3.52%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
37
Increased
49
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$15M
2
LPL Financial
LPL Financial
California
+$10.7M
3
CIC
Cutler Investment Counsel
Oregon
+$9.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.8M
5
SEIA
Signature Estate & Investment Advisors
California
+$3.51M

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$9.25M
2
ICOA
Investment Centers of America
North Dakota
-$6.41M
3
CS
Credit Suisse
Switzerland
-$4.36M
4
WA
WealthTrust-Arizona
Arizona
-$2.96M
5
Wells Fargo
Wells Fargo
California
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
151
INR Advisory Services
Pennsylvania
$5K – – –
VFA
152
Valeo Financial Advisors
Indiana
$2K +$2.08K +100 New
CA
153
Calton & Associates
Florida
$2K +$2.39K +115 New
ICOA
154
Investment Centers of America
North Dakota
– -$6.41M -320,105 Closed
Goldman Sachs
155
Goldman Sachs
New York
– -$2.15M -107,305 Closed
NPC
156
National Planning Corporation
California
– -$1.96M -98,045 Closed
Fisher Asset Management
157
Fisher Asset Management
Washington
– -$650K -32,500 Closed
VF
158
Virtu Financial
New York
– -$569K -28,430 Closed
TNB
159
Thomasville National Bank
Georgia
– -$427K -21,325 Closed
MHS
160
M Holdings Securities
Oregon
– -$258K -12,920 Closed
SI
161
SII Investments
Wisconsin
– -$229K -11,450 Closed
CFD
162
Creative Financial Designs
Indiana
– -$44K -2,205 Closed
BF
163
BOK Financial
Oklahoma
– -$42K -2,090 Closed
SHJ
164
Sharkey, Howes & Javer
Colorado
– -$1K -1,000 Closed
TSW
165
Thompson Siegel & Walmsley
Virginia
– -$11K -535 Closed
KF
166
Krilogy Financial
Missouri
– -$1K -50 Closed
IWM
167
IHT Wealth Management
Illinois
– +$104 +5 New
3 4 5 6
7

RPG Hedge Fund Activity: Q4 2017 in Review

155 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Growth ETF (RPG) for Q4 2017, worth a combined $1.03B — up 8.2% from $955M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RPG positions and 13 closed out — a net gain of 24 holders — while 49 added to existing stakes and 48 trimmed.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $15M. The largest seller was Aviance Capital Management, cutting an estimated $9.25M.

  • 155 institutional investors held Invesco S&P 500 Pure Growth ETF (RPG) as of Q4 2017, up from 131 in Q3 2017.
  • Funds reported $1.03B of Invesco S&P 500 Pure Growth ETF stock for Q4 2017, up 8.2% quarter-over-quarter.
  • 37 funds opened new Invesco S&P 500 Pure Growth ETF positions in Q4 2017 and 13 closed out, a net change of +24 holders.
  • The largest Invesco S&P 500 Pure Growth ETF buyer in Q4 2017 was Cardan Capital Partners, an estimated $15M added.
  • The largest Invesco S&P 500 Pure Growth ETF seller in Q4 2017 was Aviance Capital Management, an estimated $9.25M sold.

Based on aggregated 13F filings for Q4 2017.