We are live on ! Find out more
RPG icon

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
ML
151
McAdam LLC
Pennsylvania
$315K
RAG
152
RIA Advisory Group
Iowa
$312K +$416 +10 +0.1%
AWM
153
Aries Wealth Management
Maine
$311K
WDL
154
Well Done LLC
Michigan
$304K
DI
155
Diligent Investors
California
$303K +$125 +3 +0%
WFA
156
Wade Financial Advisory
California
$297K
GIA
157
GHP Investment Advisors
Colorado
$296K
BFS
158
Bradley Foster & Sargent
Connecticut
$290K
HBW
159
Hazlett, Burt & Watson
West Virginia
$284K +$161K +3,878 +129%
WCP
160
Wick Capital Partners
Pennsylvania
$282K +$284K +6,840 New
AF
161
Allworth Financial
California
$281K
BEI
162
Benjamin Edwards Inc
Missouri
$280K +$374 +9 +0.1%
PSF
163
Pacific Sun Financial
California
$277K -$14.6K -350 -5%
IWC
164
Integrated Wealth Concepts
Massachusetts
$276K +$208 +5 +0.1%
Citigroup
165
Citigroup
New York
$276K -$20.4K -491 -7%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$275K -$27.6K -664 -9%
CRIG
167
Charter Research & Investment Group
Connecticut
$272K
GWP
168
Gateway Wealth Partners
Wisconsin
$266K -$1.5K -36 -0.6%
CPA
169
Capital Performance Advisors
California
$264K +$333 +8 +0.1%
SPC
170
Sigma Planning Corp
Michigan
$256K -$4.53K -109 -2%
MPM
171
Meritage Portfolio Management
Kansas
$248K
Baird Financial Group
172
Baird Financial Group
Wisconsin
$244K +$246K +5,910 New
WS
173
Wedbush Securities
California
$241K
Jones Financial Companies
174
Jones Financial Companies
Missouri
$238K +$175K +4,207 +268%
BTD
175
BankPlus Trust Department
Mississippi
$230K +$231K +5,565 New