Invesco S&P 500 Pure Growth ETF
135 hedge funds and large institutions have $1.06B invested in Invesco S&P 500 Pure Growth ETF in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
57% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 35
30% more capital invested
Capital invested by funds: $817M → $1.06B (+$246M)
29.69% more ownership
Funds ownership: 198.61% → 228.3% (+30%)
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
13% more funds holding
Funds holding: 120 → 135 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$55.4M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$24.2M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$17.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$9.02M |
| 2 |
Goldman Sachs
New York
|
-$7.51M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$3.64M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.48M |
| 5 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$3.18M |
RPG Hedge Fund Activity: Q4 2015 in Review
135 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Growth ETF (RPG) for Q4 2015, worth a combined $1.06B — up 30% from $817M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RPG positions and 7 closed out — a net gain of 16 holders — while 55 added to existing stakes and 35 trimmed.
The largest buyer was LPL Financial, adding an estimated $55.4M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $9.02M.
- 135 institutional investors held Invesco S&P 500 Pure Growth ETF (RPG) as of Q4 2015, up from 120 in Q3 2015.
- Funds reported $1.06B of Invesco S&P 500 Pure Growth ETF stock for Q4 2015, up 30% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Pure Growth ETF positions in Q4 2015 and 7 closed out, a net change of +16 holders.
- The largest Invesco S&P 500 Pure Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $55.4M added.
- The largest Invesco S&P 500 Pure Growth ETF seller in Q4 2015 was Lockheed Martin Investment Management, an estimated $9.02M sold.
Based on aggregated 13F filings for Q4 2015.