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Invesco Large Cap Growth ETF
PWB

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

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

0% more funds holding

Funds holding: 107 → 107 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

6.19% less ownership

Funds ownership: 53.09% → 46.89% (-6.2%)

14% less capital invested

Capital invested by funds: $401M → $346M (-$55.2M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

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

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$5.23M
2
CS
Credit Suisse
Switzerland
+$3.78M
3
AAS
Avantax Advisory Services
Texas
+$1.78M
4
LPL Financial
LPL Financial
California
+$1.67M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$13.7M
2
PAG
Private Advisor Group
New Jersey
-$12.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
4
AG
Advisor Group
Arizona
-$7.72M
5
FHC
First Heartland Consultants
Missouri
-$4.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.57M – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$2.5M +$49 +1 +0%
IFWM
28
Institute for Wealth Management
Colorado
$2.3M – – –
FHC
29
First Heartland Consultants
Missouri
$2.25M -$4.86M -98,780 -69%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.99M -$233K -4,737 -11%
Citadel Advisors
31
Citadel Advisors
Florida
$1.94M +$1.6M +32,420 +605%
AAS
32
Avantax Advisory Services
Texas
$1.86M +$1.78M +36,199 New
EH
33
Equitable Holdings
New York
$1.8M +$1.73M +35,076 New
UWPG
34
Ullmann Wealth Partners Group
Florida
$1.65M -$40K -813 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.59M -$901K -18,294 -37%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.53M -$63.1K -1,281 -4%
IWM
37
IHT Wealth Management
Illinois
$1.34M +$182K +3,690 +16%
TFA
38
Tobias Financial Advisors
Florida
$1.19M +$1.14M +23,199 New
SWP
39
Stratos Wealth Partners
Ohio
$1.12M +$35K +711 +3%
NWP
40
Northstar Wealth Partners
Connecticut
$1.06M +$35.3K +718 +4%
Stifel Financial
41
Stifel Financial
Missouri
$1.05M +$8.07K +164 +0.8%
PCS
42
Personal CFO Solutions
New Jersey
$875K -$42.6K -866 -5%
FAM
43
Fenimore Asset Management
New York
$874K – – –
AW
44
ACG Wealth
Georgia
$845K – – –
OC
45
Oppenheimer & Co
New York
$834K -$49.7K -1,009 -6%
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$806K +$689 +14 +0.1%
TFS
47
Thoroughbred Financial Services
Tennessee
$797K – – –
RWMH
48
Riverpoint Wealth Management Holdings
Illinois
$750K +$72.2K +1,466 +11%
SPC
49
Sigma Planning Corp
Michigan
$740K +$23.5K +478 +3%
Citigroup
50
Citigroup
New York
$705K +$22.6K +459 +3%
1
2
3 4 5

PWB Hedge Fund Activity: Q4 2019 in Review

107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2019, worth a combined $346M — down 14% from $401M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 13 closed out — a net gain of 3 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $5.23M. The largest seller was PFS Investments, exiting entirely with an estimated $13.7M sold.

  • 107 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $346M of Invesco Large Cap Growth ETF stock for Q4 2019, down 14% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q4 2019 and 13 closed out, a net change of +3 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $5.23M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2019 was PFS Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2019.