Invesco S&P 500 Pure Growth

RPG • ARCA

Invesco S&P 500 Pure Growth is an exchange-traded fund on ARCA. As of Q3 2025, 267 institutional investors hold shares in this ETF, with total holdings valued at $818.7M. MORGAN STANLEY is the largest holder with a position valued at $71.6M.

Overview

Overview of institutional ownership in RPG as of Q3 2025

All Institutions

Institutions: 267
Value Held: $818.7M
Shares Held: 17.2M
Avg Position: $3.1M
Median Position: $517.8K

Hedge Funds

Hedge Funds: 2
Value Held: $614.9K
Shares Held: 12.9K
Avg Position: $307.5K
Median Position: $307.5K

Biggest Investors

Institutions with the largest positions in RPG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$71.6M 0.00% of portfolio	1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$55.0M 0.01% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
L LPL Financial LLC Institution	-	$54.5M 0.02% of portfolio	1.1M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$44.8M 0.00% of portfolio	938.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
M Marquette Asset Management Inc. Institution	-	$34.1M 5.22% of portfolio	715.2K shares	≤ Q2 2013 Held for 12y 5m+	$653.4M
F Financial Security Advisor, Inc. Institution	-	$33.2M 8.36% of portfolio	695.4K shares	Q3 2023 Held for 2y 2m	$397.0M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$31.6M 0.01% of portfolio	662.8K shares	Q4 2024 Held for 11 months	$310.43B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$30.5M 0.03% of portfolio	640.0K shares	≤ Q2 2013 Held for 12y 5m+	$87.7B
N New England Private Wealth Advisors LLC RIA/Wealth	Nicholas Anthony Mazorra CIO	$28.1M 3.71% of portfolio	589.7K shares	Q4 2012 Held for 12y 11m	$758.8M
A Advisor Group Holdings, Inc. Institution	-	$22.2M 0.03% of portfolio	469.2K shares	Q1 2020 Held for 5y 8m	$71.0B

Net Capital Flow

Institutional buying and selling activity for RPG in Q3 2025

Traded: +$28.6M
Buyers: 114
Sellers: 101
Total Bought: +$70.2M
Total Sold: −$41.6M
Avg Position: $2.9M

Biggest Buyers

Institution	Net Bought	Current Position
WELLS FARGO & COMPANY/MN Institution	+$12.4M +259.0K shares	$55.0M 1.2M shares
MORGAN STANLEY RIA/Wealth	+$9.0M +188.4K shares	$71.6M 1.5M shares
Cetera Investment Advisers RIA/Wealth	+$7.1M +149.3K shares	$8.2M 171.7K shares
O One Capital Management, LLC RIA/Wealth	+$5.6M +116.9K shares	$5.6M 116.9K shares
G GTS SECURITIES LLC Institution	+$4.3M +90.7K shares	$4.3M 90.7K shares
C Colony Group, LLC Institution	+$3.2M +66.7K shares	$4.2M 88.1K shares
UBS Group AG Institution	+$2.6M +54.4K shares	$20.9M 438.7K shares
A Advisor Group Holdings, Inc. Institution	+$1.6M +32.8K shares	$22.2M 469.2K shares
CENTAURUS FINANCIAL, INC. RIA/Wealth	+$1.3M +27.9K shares	$1.3M 27.9K shares
T Tower Research Capital LLC Institution	+$1.3M +26.8K shares	$1.3M 26.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Global View Capital Management LLC RIA/Wealth	−$9.3M −203.0K shares	Sold Off 0 shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$5.3M −116.8K shares	Sold Off 0 shares
T TABLEAUX LLC Institution	−$3.4M −56.5K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$2.8M −59.4K shares	$13.8M 288.4K shares
Plan Group Financial, LLC RIA/Wealth	−$2.4M −51.0K shares	$4.7M 98.2K shares
Advyzon Investment Management, LLC RIA/Wealth	−$2.3M −50.1K shares	Sold Off 0 shares
Auxano Advisors, LLC RIA/Wealth	−$1.8M −37.5K shares	$6.9M 145.2K shares
Belpointe Asset Management LLC RIA/Wealth	−$1.6M −33.7K shares	$429.5K 9.0K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	−$1.2M −26.3K shares	Sold Off 0 shares
HighTower Advisors, LLC RIA/Wealth	−$1.0M −21.5K shares	$30.5M 640.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited RPG in Q3 2025

New Positions: 12
New Value: $3.9M
Exited Positions: 20
Exited Value: $23.2M

New Positions

Institution	Position Value
C C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors RIA/Wealth	$1.1M 22.4K shares
NTV ASSET MANAGEMENT LLC RIA/Wealth	$879.7K 18.4K shares
WEST BANCORPORATION INC Institution	$873.3K 18.3K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$740.5K 15.5K shares
P PDS Planning, Inc RIA/Wealth	$203.8K 4.3K shares
O Optiver Holding B.V. Institution	$59.0K 1.2K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$37.9K 795.0 shares
N NATIONAL BANK OF CANADA /FI/ Institution	$19.1K 400.0 shares
R Root Financial Partners, LLC RIA/Wealth	$18.5K 388.0 shares
M MGB Wealth Management, LLC RIA/Wealth	$13.1K 275.0 shares

Exited Positions

Institution	Previous Position
Global View Capital Management LLC RIA/Wealth	$9.3M 203.0K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$5.3M 116.8K shares
T TABLEAUX LLC Institution	$3.4M 56.5K shares
Advyzon Investment Management, LLC RIA/Wealth	$2.3M 50.1K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$1.2M 26.3K shares
TRUE Private Wealth Advisors RIA/Wealth	$700.4K 15.3K shares
CAPITAL PERFORMANCE ADVISORS LLP RIA/Wealth	$293.2K 6.4K shares
Baird Financial Group, Inc. Private Equity	$252.7K 5.5K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$211.0K 4.6K shares
FIFTH THIRD BANCORP Institution	$61.8K 1.4K shares

Options Activity

Institutions with the largest Call and Put options positions in RPG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with RPG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Gimbal Financial RIA/Wealth	Douglas Allen Shrieve Member	10.20% $17.0M	356.0K shares	Q2 2025 Held for 5 months	$166.5M
F Financial Security Advisor, Inc. Institution	-	8.36% $33.2M	695.4K shares	Q3 2023 Held for 2y 2m	$397.0M
M Marquette Asset Management Inc. Institution	-	5.22% $34.1M	715.2K shares	≤ Q2 2013 Held for 12y 5m+	$653.4M
N New England Private Wealth Advisors LLC RIA/Wealth	Nicholas Anthony Mazorra CIO	3.71% $28.1M	589.7K shares	Q4 2012 Held for 12y 11m	$758.8M
Trinity Wealth Management, LLC RIA/Wealth	John Charles Mann President	2.52% $6.7M	140.8K shares	Q1 2025 Held for 8 months	$266.1M
Delos Wealth Advisors, LLC RIA/Wealth	Cody Lee Lummus CEO	1.69% $2.5M	52.4K shares	Q2 2021 Held for 4y 5m	$148.1M
Auxano Advisors, LLC RIA/Wealth	Peter Wesson Cline CEO	1.47% $6.9M	145.2K shares	Q1 2020 Held for 5y 8m	$470.3M
Plan Group Financial, LLC RIA/Wealth	Douglas Ray Claycomb President	1.26% $4.7M	98.2K shares	Q4 2023 Held for 1y 11m	$372.5M
Wolff Financial Management LLC RIA/Wealth	Matthew Rolland Wolff Managing Partner	1.20% $5.2M	108.6K shares	Q3 2021 Held for 4y 2m	$430.8M
CUTLER INVESTMENT COUNSEL LLC RIA/Wealth	Matthew Cutler Patten CEO	1.16% $11.1M	231.8K shares	≤ Q2 2013 Held for 12y 5m+	$953.8M

Hedge Fund Spotlight

Discover hedge funds investing in RPG

CHILTON INVESTMENT CO LLC

Hedge Fund • Long/Short

Portfolio ManagerRichard Lockwood Chilton

Portfolio Value: $4.9B
Positions: 270
Last Reported: Q3 2025

Sector Allocation

Position in Invesco S&P 500 Pure Growth

Market Value: $257.1K
Shares Held: 5.4K
Portfolio Weight: 0.01%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$495.8M	10.11%
2 Costco Wholesale COST	Discount Stores Consumer Defensive	$365.6M	7.45%
3 Sherwin-Williams SHW	Chemicals - Specialty Basic Materials	$350.7M	7.15%