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Invesco Large Cap Growth ETF
PWB

70 hedge funds and large institutions have $213M invested in Invesco Large Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $207M → $213M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.33% less ownership

Funds ownership: 46.62% → 44.29% (-2.3%)

4% less funds holding

Funds holding: 73 → 70 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
18
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$2.74M
2
Goldman Sachs
Goldman Sachs
New York
+$2.17M
3
AG
Advisor Group
Arizona
+$1.76M
4
HI
Horizon Investments
North Carolina
+$353K
5
UWPG
Ullmann Wealth Partners Group
Florida
+$325K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.93M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.75M
3
CS
Credit Suisse
Switzerland
-$2.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.14M
5
Bank of America
Bank of America
North Carolina
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
26
Founders Financial Securities
Maryland
$1.51M +$23.9K +637 +2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$931K -$2.14M -56,968 -70%
CFD
28
Creative Financial Designs
Indiana
$870K +$45.4K +1,211 +6%
CAN
29
Cetera Advisor Networks
California
$845K +$31.5K +840 +4%
Stifel Financial
30
Stifel Financial
Missouri
$763K -$61K -1,625 -8%
AW
31
ACG Wealth
Georgia
$734K -$7.13K -190 -1%
OC
32
Oppenheimer & Co
New York
$722K -$17.1K -456 -2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$715K -$3.56K -95 -0.5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$635K -$13.4K -356 -2%
NEPWA
35
New England Private Wealth Advisors
Massachusetts
$511K +$675 +18 +0.1%
SPC
36
Sigma Planning Corp
Michigan
$511K +$34.3K +915 +7%
ECM
37
Exchange Capital Management
Michigan
$500K -$45.2K -1,205 -9%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$482K +$84.7K +2,258 +22%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$468K – – –
Citigroup
40
Citigroup
New York
$452K -$46.5K -1,239 -10%
NFG
41
Nations Financial Group
Iowa
$347K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$313K -$751 -20 -0.2%
HighTower Advisors
43
HighTower Advisors
Illinois
$294K +$7.39K +197 +3%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$271K – – –
ACP
45
Aveo Capital Partners
Colorado
$269K -$2.33K -62 -0.9%
FHA
46
Flagship Harbor Advisors
Massachusetts
$258K – – –
GT
47
Glenmede Trust
Pennsylvania
$250K +$242K +6,442 New
RI
48
Ridgewood Investments
New Jersey
$225K +$113 +3 +0.1%
CA
49
Cetera Advisors
Colorado
$217K – – –
HWM
50
Highwater Wealth Management
Colorado
$213K +$206K +5,476 New
1
2
3 4

PWB Hedge Fund Activity: Q3 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2017, worth a combined $213M — up 2.8% from $207M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PWB and 6 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 18 added.

The largest buyer was Ameriprise, adding an estimated $2.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.93M sold.

  • 70 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2017, down from 73 in Q2 2017.
  • Funds reported $213M of Invesco Large Cap Growth ETF stock for Q3 2017, up 2.8% quarter-over-quarter.
  • 6 funds opened new Invesco Large Cap Growth ETF positions in Q3 2017 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2017 was Ameriprise, an estimated $2.74M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2017 was Susquehanna International Group, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2017.