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Invesco S&P 500 Pure Growth ETF

206 hedge funds and large institutions have $1.27B invested in Invesco S&P 500 Pure Growth ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 234.8%236.55% (+1.7%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1% less funds holding

Funds holding: 208206 (-2)

2% less capital invested

Capital invested by funds: $1.29B → $1.27B (-$25.1M)

53% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 83

Holders
206
Holders Change
-2
Holders Change %
-0.96%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
25
Increased
39
Reduced
83
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$443M +$2.91M +87,905 +0.7%
Bank of America
2
Bank of America
North Carolina
$51.2M -$3.7M -111,780 -7%
HighTower Advisors
3
HighTower Advisors
Illinois
$42.2M -$1.54M -46,470 -3%
LPL Financial
4
LPL Financial
California
$36.5M +$571K +17,270 +2%
Morgan Stanley
5
Morgan Stanley
New York
$36.1M -$12.9M -390,710 -26%
CIC
6
Cutler Investment Counsel
Oregon
$35.5M -$8.7M -262,975 -20%
MAM
7
Marquette Asset Management
Minnesota
$32.2M -$5.12M -154,700 -14%
FC
8
Forte Capital
New York
$26.4M -$881K -26,630 -3%
HCM
9
Hengehold Capital Management
Ohio
$26M -$13.7M -415,180 -34%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$25.6M -$1.05M -31,650 -4%
Creative Planning
11
Creative Planning
Kansas
$24.6M -$2.17M -65,475 -8%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$24.3M -$24.6K -745 -0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$23.2M +$683K +20,640 +3%
UBS Group
14
UBS Group
Switzerland
$23.1M -$3.91M -118,080 -14%
Wells Fargo
15
Wells Fargo
California
$23M -$7.8M -235,840 -25%
Ameriprise
16
Ameriprise
Minnesota
$21.5M -$1.38M -41,735 -6%
WFM
17
Wolff Financial Management
Michigan
$19.8M +$821K +24,810 +4%
SWM
18
Shakespeare Wealth Management
Wisconsin
$19.6M +$432K +13,060 +2%
RJA
19
Raymond James & Associates
Florida
$19.4M -$1.37M -41,280 -7%
CCP
20
Cardan Capital Partners
Colorado
$18.7M +$18.8M +568,900 New
JMPWA
21
JP Morgan Private Wealth Advisors
California
$18.2M -$988K -29,860 -5%
LMIM
22
Lockheed Martin Investment Management
Maryland
$17.6M +$17.7M +536,000 New
Osaic Holdings
23
Osaic Holdings
Arizona
$14.2M -$632K -19,100 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$11.9M -$1.3M -39,185 -10%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$11.5M +$1.32K +40 +0%