Invesco Large Cap Growth ETF
39 hedge funds and large institutions have $150M invested in Invesco Large Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 5 closing their positions.
0.28% more ownership
Funds ownership: 43.41% → 43.7% (+0.28%)
5% less capital invested
Capital invested by funds: $157M → $150M (-$7.62M)
7% less funds holding
Funds holding: 42 → 39 (-3)
47% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 19
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$7.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.33M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$660K |
| 4 |
Morgan Stanley
New York
|
+$495K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$8.67M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$661K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$529K |
| 4 |
VF
Virtu Financial
New York
|
-$486K |
| 5 |
SG Americas Securities
New York
|
-$401K |
PWB Hedge Fund Activity: Q3 2014 in Review
39 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2014, worth a combined $150M — down 4.8% from $157M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PWB and 2 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 10 added.
The largest buyer was Horizon Investments, opening a new position worth an estimated $7.21M. The largest seller was Wharton Business Group, cutting an estimated $8.67M.
- 39 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2014, down from 42 in Q2 2014.
- Funds reported $150M of Invesco Large Cap Growth ETF stock for Q3 2014, down 4.8% quarter-over-quarter.
- 2 funds opened new Invesco Large Cap Growth ETF positions in Q3 2014 and 5 closed out, a net change of -3 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q3 2014 was Horizon Investments, an estimated $7.21M added.
- The largest Invesco Large Cap Growth ETF seller in Q3 2014 was Wharton Business Group, an estimated $8.67M sold.
Based on aggregated 13F filings for Q3 2014.