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Invesco Large Cap Growth ETF

110 hedge funds and large institutions have $356M invested in Invesco Large Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

24% more capital invested

Capital invested by funds: $288M → $356M (+$68M)

9% more funds holding

Funds holding: 101110 (+9)

3.04% more ownership

Funds ownership: 45.88%48.92% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
37
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.12M +$1.42M +31,304 +91%
HI
27
Horizon Investments
North Carolina
$2.61M +$326K +7,174 +15%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$2.57M -$295K -6,487 -11%
LA
29
LexAurum Advisors
Kansas
$2.42M +$2.32M +51,078 New
JP Morgan Chase
30
JP Morgan Chase
New York
$2.18M -$33.1K -728 -2%
IFWM
31
Institute for Wealth Management
Colorado
$2.15M
FFS
32
Founders Financial Securities
Maryland
$1.88M +$350K +7,704 +24%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.78M +$901K +19,814 +112%
UWPG
34
Ullmann Wealth Partners Group
Florida
$1.61M +$45.6K +1,003 +3%
SB
35
Suntrust Banks
Georgia
$1.51M -$58.8K -1,293 -3%
Jane Street
36
Jane Street
New York
$1.24M -$349K -7,687 -23%
CAN
37
Cetera Advisor Networks
California
$1.22M -$41.4K -910 -3%
SPC
38
Sigma Planning Corp
Michigan
$1.08M +$725K +15,956 +235%
FA
39
FDx Advisors
Illinois
$892K +$854K +18,789 New
Stifel Financial
40
Stifel Financial
Missouri
$888K +$65K +1,430 +8%
CWM
41
Cornerstone Wealth Management
Missouri
$873K -$80.1K -1,761 -10%
IA
42
IFP Advisors
Florida
$839K +$707K +15,545 +723%
OC
43
Oppenheimer & Co
New York
$838K -$40.3K -887 -5%
NWP
44
Northstar Wealth Partners
Connecticut
$813K +$101K +2,216 +15%
FAM
45
Fenimore Asset Management
New York
$807K
AW
46
ACG Wealth
Georgia
$780K
NEPWA
47
New England Private Wealth Advisors
Massachusetts
$741K +$1.32K +29 +0.2%
TFS
48
Thoroughbred Financial Services
Tennessee
$736K +$705K +15,510 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$714K +$355K +7,801 +108%
BPA
50
Beacon Pointe Advisors
California
$700K +$24.2K +532 +4%

PWB Hedge Fund Activity: Q1 2019 in Review

110 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2019, worth a combined $356M — up 24% from $288M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PWB positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.51M sold.

  • 110 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $356M of Invesco Large Cap Growth ETF stock for Q1 2019, up 24% quarter-over-quarter.
  • 18 funds opened new Invesco Large Cap Growth ETF positions in Q1 2019 and 9 closed out, a net change of +9 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2019 was Private Advisor Group, an estimated $9.04M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2019 was Susquehanna International Group, an estimated $5.51M sold.

Based on aggregated 13F filings for Q1 2019.