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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
SC
201
SouthState Corp
Florida
$61.3K
EL
202
EMFO LLC
Florida
$58.2K -$117K -3,809 -68%
CFGS
203
Concourse Financial Group Securities
Alabama
$52.4K
PB
204
Pinnacle Bancorp
Nebraska
$51.5K
CAL
205
Capital Analysts LLC
Pennsylvania
$47K +$153 +5 +0.3%
HBW
206
Hazlett, Burt & Watson
West Virginia
$45K +$92 +3 +0.2%
TAM
207
Townsend Asset Management
North Carolina
$44.8K +$153 +5 +0.4%
GFPC
208
Global Financial Private Client
Florida
$36.9K
LFA
209
Level Financial Advisors
New York
$33.1K -$10.4K -340 -25%
SWA
210
SOA Wealth Advisors
New York
$31.9K -$4.96K -162 -14%
IGWM
211
ICA Group Wealth Management
Colorado
$29.2K +$27.7K +905 New
NG
212
NWK Group
California
$29K
S
213
SignatureFD
Georgia
$27.5K
PS
214
Planned Solutions
California
$25.2K +$23.9K +780 New
KWAG
215
Kiely Wealth Advisory Group
North Carolina
$24.2K +$22.2K +725 New
BlackRock
216
BlackRock
New York
$24.2K -$13.8K -450 -38%
CWC
217
Carolinas Wealth Consulting
North Carolina
$24.2K
SC
218
Stephens Consulting
Michigan
$22.3K
GG
219
Gleason Group
Kentucky
$18.3K +$61 +2 +0.4%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$17.7K
SS
221
Sunbelt Securities
Texas
$16.9K
WIM
222
Westside Investment Management
California
$16.3K
LWA
223
Lowe Wealth Advisors
Maryland
$15K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$15K +$31 +1 +0.2%
JGIA
225
Jackson Grant Investment Advisers
Connecticut
$14.9K