We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF

100 hedge funds and large institutions have $292M invested in Invesco Large Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.21% more ownership

Funds ownership: 46.89%51.1% (+4.2%)

7% less funds holding

Funds holding: 107100 (-7)

16% less capital invested

Capital invested by funds: $346M → $292M (-$54.2M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
100
Holders Change
-7
Holders Change %
-6.54%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
24
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$1.67M -$271K -5,438 -12%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.49M -$235K -4,724 -12%
EH
28
Equitable Holdings
New York
$1.29M -$278K -5,580 -16%
IWM
29
IHT Wealth Management
Illinois
$1.22M +$94.6K +1,900 +7%
SWP
30
Stratos Wealth Partners
Ohio
$1.18M +$254K +5,096 +23%
UWPG
31
Ullmann Wealth Partners Group
Florida
$1.14M -$294K -5,907 -18%
TFA
32
Tobias Financial Advisors
Florida
$1.14M +$143K +2,872 +12%
BPA
33
Beacon Pointe Advisors
California
$1.06M +$535K +10,751 +79%
NWP
34
Northstar Wealth Partners
Connecticut
$955K +$60.7K +1,220 +6%
Stifel Financial
35
Stifel Financial
Missouri
$895K +$3.38K +68 +0.3%
RWMH
36
Riverpoint Wealth Management Holdings
Illinois
$790K +$173K +3,468 +24%
Goldman Sachs
37
Goldman Sachs
New York
$788K -$1.59M -32,000 -64%
FAM
38
Fenimore Asset Management
New York
$744K
AW
39
ACG Wealth
Georgia
$720K +$249 +5 +0%
CAN
40
Cetera Advisor Networks
California
$719K +$140K +2,817 +21%
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$687K +$996 +20 +0.1%
TFS
42
Thoroughbred Financial Services
Tennessee
$679K
OC
43
Oppenheimer & Co
New York
$605K -$119K -2,400 -15%
MNBTD
44
Moody National Bank Trust Division
Texas
$602K +$3.78K +76 +0.6%
HFA
45
HC Financial Advisors
California
$601K +$39.2K +787 +6%
MML Investors Services
46
MML Investors Services
Massachusetts
$600K -$3.12M -62,582 -82%
SPC
47
Sigma Planning Corp
Michigan
$584K -$51.9K -1,042 -7%
Citigroup
48
Citigroup
New York
$544K -$64.2K -1,289 -9%
PA
49
Parallel Advisors
California
$509K -$62.2K -1,250 -10%
FFN
50
Focus Financial Network
Minnesota
$493K -$6.42K -129 -1%

PWB Hedge Fund Activity: Q1 2020 in Review

100 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2020, worth a combined $292M — down 16% from $346M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PWB and 13 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 24 added.

The largest buyer was LPL Financial, adding an estimated $30.9M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $8.69M sold.

  • 100 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2020, down from 107 in Q4 2019.
  • Funds reported $292M of Invesco Large Cap Growth ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 13 funds opened new Invesco Large Cap Growth ETF positions in Q1 2020 and 17 closed out, a net change of -4 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2020 was LPL Financial, an estimated $30.9M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2020 was Madrona Financial Services, an estimated $8.69M sold.

Based on aggregated 13F filings for Q1 2020.