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Invesco S&P 500 Pure Growth ETF

118 hedge funds and large institutions have $718M invested in Invesco S&P 500 Pure Growth ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 125118 (-7)

9.36% less ownership

Funds ownership: 210.66%201.3% (-9.4%)

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less capital invested

Capital invested by funds: $823M → $718M (-$105M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
118
Holders Change
-7
Holders Change %
-5.6%
% of All Funds
3.15%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.4%
New
12
Increased
41
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$67.7M +$1M +62,560 +2%
Bank of America
2
Bank of America
North Carolina
$61.2M -$24.8M -1,551,850 -29%
Wells Fargo
3
Wells Fargo
California
$53.7M +$1.05M +65,710 +2%
Morgan Stanley
4
Morgan Stanley
New York
$52.2M -$5.58M -348,515 -10%
MAM
5
Marquette Asset Management
Minnesota
$37M -$151K -9,450 -0.4%
UBS Group
6
UBS Group
Switzerland
$35.5M +$623K +38,915 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$27.7M +$931K +58,195 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.9M +$2.47M +154,580 +12%
CIC
9
Cutler Investment Counsel
Oregon
$22.8M +$2.43M +151,560 +12%
HCM
10
Hengehold Capital Management
Ohio
$21.5M +$2.61M +163,125 +14%
HighTower Advisors
11
HighTower Advisors
Illinois
$21.4M +$3.07M +192,160 +17%
FC
12
Forte Capital
New York
$20.6M +$3.77M +235,575 +23%
LPL Financial
13
LPL Financial
California
$20.6M -$31.5M -1,969,585 -61%
WA
14
WealthTrust-Arizona
Arizona
$19.5M -$742K -46,340 -4%
BOS
15
Bank of Stockton
California
$16.8M +$25.8K +1,615 +0.2%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$15.6M -$1.05M -65,595 -6%
PA
17
Paracle Advisors
Washington
$14.8M -$160K -10,010 -1%
WDL
18
Well Done LLC
Michigan
$14M -$6.55M -409,510 -32%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.5M -$491K -30,690 -4%
FC
20
Financial Consulate
Maryland
$10.2M -$969K -60,545 -9%
RWM
21
Rezny Wealth Management
Florida
$7.83M
FANJ
22
Financial Architects (New Jersey)
New Jersey
$7.76M +$78.9K +4,930 +1%
SFA
23
Sequoia Financial Advisors
Ohio
$7.72M -$203K -12,685 -3%
CCM
24
Condor Capital Management
New Jersey
$7.51M -$155K -9,715 -2%
CWM
25
Calamos Wealth Management
Illinois
$7.31M -$289K -18,075 -4%

RPG Hedge Fund Activity: Q2 2016 in Review

118 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Growth ETF (RPG) for Q2 2016, worth a combined $718M — down 13% from $823M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RPG and 12 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 41 added.

The largest buyer was Forte Capital, adding an estimated $3.77M. The largest seller was LPL Financial, cutting an estimated $31.5M.

  • 118 institutional investors held Invesco S&P 500 Pure Growth ETF (RPG) as of Q2 2016, down from 125 in Q1 2016.
  • Funds reported $718M of Invesco S&P 500 Pure Growth ETF stock for Q2 2016, down 13% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Pure Growth ETF positions in Q2 2016 and 17 closed out, a net change of -5 holders.
  • The largest Invesco S&P 500 Pure Growth ETF buyer in Q2 2016 was Forte Capital, an estimated $3.77M added.
  • The largest Invesco S&P 500 Pure Growth ETF seller in Q2 2016 was LPL Financial, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2016.