Invesco S&P 500 Pure Growth ETF
62 hedge funds and large institutions have $330M invested in Invesco S&P 500 Pure Growth ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
41% more capital invested
Capital invested by funds: $234M → $330M (+$95.9M)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
11% more funds holding
Funds holding: 56 → 62 (+6)
8.88% less ownership
Funds ownership: 186.03% → 177.15% (-8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$28.8M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$11.5M |
| 3 |
Morgan Stanley
New York
|
+$6.78M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.19M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.24M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$2.43M |
| 3 |
BO
BRR OpCo
Columbus,
Ohio
|
-$1.59M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
| 5 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$977K |
RPG Hedge Fund Activity: Q4 2013 in Review
62 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Growth ETF (RPG) for Q4 2013, worth a combined $330M — up 41% from $234M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RPG positions and 4 closed out — a net gain of 9 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $28.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.24M sold.
- 62 institutional investors held Invesco S&P 500 Pure Growth ETF (RPG) as of Q4 2013, up from 56 in Q3 2013.
- Funds reported $330M of Invesco S&P 500 Pure Growth ETF stock for Q4 2013, up 41% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Pure Growth ETF positions in Q4 2013 and 4 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Pure Growth ETF buyer in Q4 2013 was FundX Investment Group, an estimated $28.8M added.
- The largest Invesco S&P 500 Pure Growth ETF seller in Q4 2013 was Susquehanna International Group, an estimated $5.24M sold.
Based on aggregated 13F filings for Q4 2013.