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Invesco S&P 500 Pure Growth ETF

157 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 Pure Growth ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

54.47% more ownership

Funds ownership: 206.98%261.45% (+54%)

16% more funds holding

Funds holding: 135157 (+22)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $965M → $1.09B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
157
Holders Change
+22
Holders Change %
+16.3%
% of All Funds
3.59%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
39
Increased
51
Reduced
45
Closed
14
Calls
$1.72M
Puts
Net Calls
+$1.72M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$101M -$10.3M -454,040 -9%
Bank of America
2
Bank of America
North Carolina
$71.1M +$7.7M +339,570 +12%
Morgan Stanley
3
Morgan Stanley
New York
$69.5M -$101K -4,450 -0.1%
Wells Fargo
4
Wells Fargo
California
$54.7M +$2.44M +107,650 +5%
MAM
5
Marquette Asset Management
Minnesota
$52.1M +$5.61M +247,375 +12%
TIM
6
Total Investment Management
Arizona
$51M -$243K -10,700 -0.5%
HighTower Advisors
7
HighTower Advisors
Illinois
$43.3M +$42.8M +1,887,920 New
UBS Group
8
UBS Group
Switzerland
$41.9M -$1.67M -73,530 -4%
HCM
9
Hengehold Capital Management
Ohio
$40.8M +$88.8K +3,915 +0.2%
LPL Financial
10
LPL Financial
California
$35.4M -$3.5M -154,255 -9%
Ameriprise
11
Ameriprise
Minnesota
$32.2M +$3.29M +144,840 +12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$32.1M +$3.75M +165,295 +13%
CIC
13
Cutler Investment Counsel
Oregon
$30.6M -$819K -36,080 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$30.1M -$1.62M -71,335 -5%
PA
15
Paracle Advisors
Washington
$21.9M +$71.4K +3,145 +0.3%
RJA
16
Raymond James & Associates
Florida
$21.2M +$1.9M +83,840 +10%
CCP
17
Cardan Capital Partners
Colorado
$20.8M +$233K +10,260 +1%
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$19.4M -$187K -8,240 -1%
SVCP
19
Silicon Valley Capital Partners
California
$18.7M +$12.4M +547,510 +213%
CWM
20
Cornerstone Wealth Management
Missouri
$16.8M +$218M +9,602,840 +11,819%
JP Morgan Chase
21
JP Morgan Chase
New York
$16.6M +$2.08M +91,675 +15%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15.6M -$1.24M -54,715 -7%
SWM
23
Shakespeare Wealth Management
Wisconsin
$13.8M +$357K +15,750 +3%
WA
24
WealthTrust-Arizona
Arizona
$13.3M -$521K -22,965 -4%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$13M +$12.8M +564,790 New