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Invesco S&P 500 Pure Growth ETF

257 hedge funds and large institutions have $660M invested in Invesco S&P 500 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $120K | Put options by funds: $12K

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9% more capital invested

Capital invested by funds: $607M → $660M (+$52.4M)

6.82% more ownership

Funds ownership: 36.98%43.8% (+6.8%)

3% more funds holding

Funds holding: 249257 (+8)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

Holders
257
Holders Change
+8
Holders Change %
+3.21%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
70
Reduced
72
Closed
19
Calls
$120K
Puts
$12K
Net Calls
+$108K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.3M +$1.9M +45,791 +4%
LPL Financial
2
LPL Financial
California
$45.2M +$222K +5,336 +0.5%
Bank of America
3
Bank of America
North Carolina
$40.2M +$1.24M +29,851 +3%
Wells Fargo
4
Wells Fargo
California
$32.2M -$602K -14,492 -2%
MAM
5
Marquette Asset Management
Minnesota
$30.6M -$300K -7,225 -1%
FSA
6
Financial Security Advisor
Virginia
$29.8M -$805K -19,356 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$28.2M +$317K +7,637 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$26M +$26.2M +629,101 New
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$24.5M -$83.7K -2,013 -0.3%
OCM
10
One Capital Management
California
$21.2M +$21.3M +513,286 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$18.9M +$143K +3,451 +0.8%
UBS Group
12
UBS Group
Switzerland
$17.7M +$2.64M +63,427 +17%
Creative Planning
13
Creative Planning
Kansas
$14.6M -$256K -6,161 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.6M -$499K -11,999 -4%
CIC
15
Cutler Investment Counsel
Oregon
$12.2M -$2.62M -63,027 -18%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$10.8M +$7.77K +187 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.14M +$1.72M +41,340 +23%
AWA
18
Arkadios Wealth Advisors
Georgia
$8.92M -$13.3M -319,093 -60%
AA
19
Auxano Advisors
Washington
$7.75M -$416 -10 -0%
PGF
20
Plan Group Financial
Oklahoma
$7.56M +$172K +4,149 +2%
CCM
21
Coldstream Capital Management
Washington
$7.4M -$1.05M -25,261 -12%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$6.7M -$164K -3,949 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$6.65M +$1.47M +35,373 +28%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.61M +$1.12M +26,849 +20%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$6.46M +$165K +3,974 +3%