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Invesco S&P 500 Pure Growth ETF

256 hedge funds and large institutions have $710M invested in Invesco S&P 500 Pure Growth ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $660M → $710M (+$50.6M)

5.4% more ownership

Funds ownership: 43.8%49.2% (+5.4%)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

3% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 75

0% less funds holding

Funds holding: 257256 (-1)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
256
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
31
Increased
77
Reduced
75
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.8M +$3.69M +88,166 +7%
LPL Financial
2
LPL Financial
California
$50.4M +$9.29M +222,210 +20%
Wells Fargo
3
Wells Fargo
California
$46M +$17.6M +421,573 +54%
Bank of America
4
Bank of America
North Carolina
$38.7M +$1.51M +36,011 +4%
AI
5
AdvisorShares Investments
Maryland
$37.7M +$40.8M +975,728 New
Raymond James Financial
6
Raymond James Financial
Florida
$29.6M +$6.02M +143,825 +23%
MAM
7
Marquette Asset Management
Minnesota
$27.7M -$687K -16,434 -2%
FSA
8
Financial Security Advisor
Virginia
$27.3M -$381K -9,103 -1%
HighTower Advisors
9
HighTower Advisors
Illinois
$25.7M -$507K -12,117 -2%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$22.7M -$31K -741 -0.1%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$20M +$10.9M +259,801 +99%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$19M +$1.56M +37,347 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$18.2M +$10.6M +254,203 +115%
UBS Group
14
UBS Group
Switzerland
$16M -$528K -12,616 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.6M +$1.17M +27,996 +9%
Creative Planning
16
Creative Planning
Kansas
$13M -$599K -14,314 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$10.1M +$11M +263,838 New
CIC
18
Cutler Investment Counsel
Oregon
$9.85M -$1.57M -37,483 -13%
AWA
19
Arkadios Wealth Advisors
Georgia
$8.57M +$330K +7,901 +4%
PGF
20
Plan Group Financial
Oklahoma
$8.55M +$1.68M +40,178 +22%
PAG
21
Private Advisor Group
New Jersey
$8.49M +$7.09M +169,499 +323%
JP Morgan Chase
22
JP Morgan Chase
New York
$8.11M +$2.13M +50,945 +32%
AA
23
Auxano Advisors
Washington
$7.11M -$83.8K -2,004 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.92M +$858K +20,513 +13%
CCM
25
Coldstream Capital Management
Washington
$6.86M