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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
VP
176
Verum Partners
North Carolina
$224K -$40.9K -985 -15%
CIC
177
Chilton Investment Company
Connecticut
$222K +$224K +5,387 New
BC
178
Burney Company
Virginia
$219K
NPPM
179
North Point Portfolio Managers
Ohio
$218K
EWA
180
EP Wealth Advisors
California
$218K +$30.8K +741 +16%
MGIA
181
Moneta Group Investment Advisors
Missouri
$210K
CCWM
182
Cassaday & Co Wealth Management
Virginia
$210K +$212K +5,090 New
LCM
183
Leisure Capital Management
California
$206K +$208K +5,000 New
LBC
184
Lowe Brockenbrough & Co
Virginia
$204K +$206K +4,955 New
AI
185
Accredited Investors
Minnesota
$201K -$11.6K -280 -5%
GWM
186
Geneos Wealth Management
Colorado
$195K
HC
187
Hoese & Co
Minnesota
$178K
SWM
188
Spire Wealth Management
Virginia
$165K -$4.91K -118 -3%
PA
189
Parallel Advisors
California
$162K
HWA
190
HHM Wealth Advisors
Tennessee
$150K
BFPW
191
BOK Financial Private Wealth
Colorado
$123K
ACA
192
Aptus Capital Advisors
Alabama
$120K
PA
193
PSI Advisors
Florida
$117K
TFGT
194
TS Financial Group (TSFG)
Illinois
$113K
AAG
195
Armstrong Advisory Group
Massachusetts
$103K
BWL
196
Bogart Wealth LLC
Virginia
$97.4K +$125 +3 +0.1%
WWMSC
197
Wagner Wealth Management (South Carolina)
South Carolina
$97.3K
DJSG
198
D.J. St. Germain
Massachusetts
$93K
SL
199
Salomon & Ludwin
Virginia
$89.8K -$19.1K -459 -17%
MA
200
Montag & Associates
Georgia
$84.9K