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Invesco Large Cap Growth ETF
PWB

Overview Fund Activity

107 hedge funds and large institutions have $346M invested in Invesco Large Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
16
Increased
33
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$5.46M
2
CS
2
Credit Suisse
Switzerland
$4.77M
3
AAS
3
Avantax Advisory Services
Texas
$1.86M
4
LPL Financial
4
LPL Financial
California
$14M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.94M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
PAG
2
Private Advisor Group
New Jersey
$11.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.21M
4
AG
4
Advisor Group
Arizona
$2.65M
5
FHC
5
First Heartland Consultants
Missouri
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.57M – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$2.5M +$51 +1 +0%
IFWM
28
Institute for Wealth Management
Colorado
$2.3M – – –
FHC
29
First Heartland Consultants
Missouri
$2.25M -$5.08M -98,780 -69%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.99M -$243K -4,737 -11%
Citadel Advisors
31
Citadel Advisors
Florida
$1.94M +$1.67M +32,420 +605%
AAS
32
Avantax Advisory Services
Texas
$1.86M +$1.86M +36,199 New
EH
33
Equitable Holdings
New York
$1.8M +$1.8M +35,076 New
UWPG
34
Ullmann Wealth Partners Group
Florida
$1.65M -$41.8K -813 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.59M -$940K -18,294 -37%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.53M -$65.8K -1,281 -4%
IWM
37
IHT Wealth Management
Illinois
$1.34M +$190K +3,690 +16%
TFA
38
Tobias Financial Advisors
Florida
$1.19M +$1.19M +23,199 New
SWP
39
Stratos Wealth Partners
Ohio
$1.12M +$36.5K +711 +3%
NWP
40
Northstar Wealth Partners
Connecticut
$1.06M +$36.9K +718 +4%
Stifel Financial
41
Stifel Financial
Missouri
$1.05M +$8.44K +164 +0.8%
PCS
42
Personal CFO Solutions
New Jersey
$875K -$44.5K -866 -5%
FAM
43
Fenimore Asset Management
New York
$874K – – –
AW
44
ACG Wealth
Georgia
$845K – – –
OC
45
Oppenheimer & Co
New York
$834K -$51.9K -1,009 -6%
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$806K +$720 +14 +0.1%
TFS
47
Thoroughbred Financial Services
Tennessee
$797K – – –
RWMH
48
Riverpoint Wealth Management Holdings
Illinois
$750K +$75.4K +1,466 +11%
SPC
49
Sigma Planning Corp
Michigan
$740K +$24.6K +478 +3%
Citigroup
50
Citigroup
New York
$705K +$23.6K +459 +3%
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