We are live on ! Find out more
RPG icon

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
BFS
151
Bradley Foster & Sargent
Connecticut
$215K
CRIG
152
Charter Research & Investment Group
Connecticut
$203K +$199K +6,665 New
RA
153
Regis Acquisition
Colorado
$202K
EL
154
EMFO LLC
Florida
$171K +$150 +5 +0.1%
PA
155
Parallel Advisors
California
$168K +$165K +5,500 New
BWM
156
BerganKDV Wealth Management
Minnesota
$163K
GWM
157
Geneos Wealth Management
Colorado
$147K
HNB
158
Huntington National Bank
Ohio
$140K
WWMSC
159
Wagner Wealth Management (South Carolina)
South Carolina
$137K -$35.8K -1,195 -21%
HC
160
Hoese & Co
Minnesota
$132K
AF
161
Advisornet Financial
Minnesota
$120K +$21.1K +705 +22%
HWA
162
HHM Wealth Advisors
Tennessee
$111K
MA
163
Montag & Associates
Georgia
$99.2K -$44.9K -1,500 -32%
PB
164
Pinnacle Bancorp
Nebraska
$95.2K +$15.4K +515 +20%
ACA
165
Aptus Capital Advisors
Alabama
$88.6K +$86.9K +2,905 New
GRP
166
Global Retirement Partners
California
$88.6K +$68.5K +2,290 +375%
PA
167
PSI Advisors
Florida
$86.7K -$8.08K -270 -9%
TFGT
168
TS Financial Group (TSFG)
Illinois
$84K
OIA
169
Optimum Investment Advisors
Illinois
$76.3K
OHWP
170
Oak Harbor Wealth Partners
North Carolina
$73.2K
BWL
171
Bogart Wealth LLC
Virginia
$71.4K +$299 +10 +0.4%
DJSG
172
D.J. St. Germain
Massachusetts
$68.8K +$67.5K +2,255 New
MAWCM
173
Mine & Arao Wealth Creation & Management
California
$66.2K -$299 -10 -0.5%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$63K +$48K +1,605 +357%
CAL
175
Capital Analysts LLC
Pennsylvania
$60K +$299 +10 +0.5%