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Invesco S&P 500 Pure Growth ETF
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Overview Fund Activity

254 hedge funds and large institutions have $659M invested in Invesco S&P 500 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
3.38%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
30
Increased
70
Reduced
71
Closed
19
Calls
$120K
Puts
$12K
Net Calls
+$108K
Net Calls Change
+$175K

Top Buyers

1
OCM
One Capital Management
California
$21.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.72M
3
SWP
Stratos Wealth Partners
Ohio
$4.62M
4
EE
EWG Elevate
California
$3.83M
5
UBS Group
UBS Group
Switzerland
$17.7M

Top Sellers

1
AWA
Arkadios Wealth Advisors
Georgia
$8.92M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
GS
GTS Securities
New York
$445K
4
Goldman Sachs
Goldman Sachs
New York
$846K
5
CIC
Cutler Investment Counsel
Oregon
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
176
Chilton Investment Company
Connecticut
$222K +$222K +5,387 New
BC
177
Burney Company
Virginia
$219K – – –
NPPM
178
North Point Portfolio Managers
Ohio
$218K – – –
EWA
179
EP Wealth Advisors
California
$218K +$30.6K +741 +16%
MGIA
180
Moneta Group Investment Advisors
Missouri
$210K – – –
CCWM
181
Cassaday & Co Wealth Management
Virginia
$210K +$210K +5,090 New
LCM
182
Leisure Capital Management
California
$206K +$206K +5,000 New
LBC
183
Lowe Brockenbrough & Co
Virginia
$204K +$204K +4,955 New
AI
184
Accredited Investors
Minnesota
$201K -$11.6K -280 -5%
GWM
185
Geneos Wealth Management
Colorado
$195K – – –
HC
186
Hoese & Co
Minnesota
$178K – – –
SWM
187
Spire Wealth Management
Virginia
$165K -$4.87K -118 -3%
PA
188
Parallel Advisors
California
$162K – – –
HWA
189
HHM Wealth Advisors
Tennessee
$150K – – –
BFPW
190
BOK Financial Private Wealth
Colorado
$123K – – –
ACA
191
Aptus Capital Advisors
Alabama
$120K – – –
PA
192
PSI Advisors
Florida
$117K – – –
TFGT
193
TS Financial Group (TSFG)
Illinois
$113K – – –
AAG
194
Armstrong Advisory Group
Massachusetts
$103K – – –
BWL
195
Bogart Wealth LLC
Virginia
$97.4K +$124 +3 +0.1%
WWM
196
Wagner Wealth Management
South Carolina
$97.3K – – –
DJSG
197
D.J. St. Germain
Massachusetts
$93K – – –
SL
198
Salomon & Ludwin
Virginia
$89.8K -$18.9K -459 -17%
MA
199
Montag & Associates
Georgia
$84.9K – – –
AssetMark Inc
200
AssetMark Inc
California
$73.1K -$4.91K -119 -6%
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