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Invesco S&P 500 Pure Growth ETF

243 hedge funds and large institutions have $835M invested in Invesco S&P 500 Pure Growth ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more funds holding

Funds holding: 233243 (+10)

1% more capital invested

Capital invested by funds: $830M → $835M (+$4.96M)

0.46% more ownership

Funds ownership: 46.9%47.36% (+0.46%)

36% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 92

92% less call options, than puts

Call options by funds: $490K | Put options by funds: $5.87M

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
35
Increased
59
Reduced
92
Closed
18
Calls
$490K
Puts
$5.87M
Net Calls
-$5.38M
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$156K -$88.8K -2,901 -38%
GWM
177
Geneos Wealth Management
Colorado
$152K
HNB
178
Huntington National Bank
Ohio
$148K
WWMSC
179
Wagner Wealth Management (South Carolina)
South Carolina
$145K +$122 +4 +0.1%
HC
180
Hoese & Co
Minnesota
$134K
IA
181
IFP Advisors
Florida
$131K +$91.6K +2,995 +279%
PA
182
Parallel Advisors
California
$126K
HWA
183
HHM Wealth Advisors
Tennessee
$117K
MA
184
Montag & Associates
Georgia
$105K
ACA
185
Aptus Capital Advisors
Alabama
$93.7K
PA
186
PSI Advisors
Florida
$91.6K
TFGT
187
TS Financial Group (TSFG)
Illinois
$88K
AF
188
Advisornet Financial
Minnesota
$86.9K -$37.8K -1,237 -31%
CPG
189
Custom Portfolio Group
Colorado
$86.8K +$84.6K +2,765 New
PS
190
Principal Securities
Iowa
$83.6K +$79.2K +2,590 New
AAG
191
Armstrong Advisory Group
Massachusetts
$80.7K
OIA
192
Optimum Investment Advisors
Illinois
$80.7K
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$80.3K +$34.9K +1,140 +84%
BWL
194
Bogart Wealth LLC
Virginia
$76K +$245 +8 +0.3%
DJSG
195
D.J. St. Germain
Massachusetts
$72.7K
CAM
196
Creekmur Asset Management
Illinois
$71.1K +$67.5K +2,205 New
GRP
197
Global Retirement Partners
California
$70.7K -$643 -21 -0.9%
MAWCM
198
Mine & Arao Wealth Creation & Management
California
$70K
OHWP
199
Oak Harbor Wealth Partners
North Carolina
$65.9K -$11K -358 -15%
AW
200
Avion Wealth
Texas
$62K