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Invesco Large Cap Growth ETF

103 hedge funds and large institutions have $336M invested in Invesco Large Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $292M → $336M (+$44.5M)

3% more funds holding

Funds holding: 100103 (+3)

1.66% less ownership

Funds ownership: 51.1%49.44% (-1.7%)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
31
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$1.65M +$1.51M +30,104 New
EH
27
Equitable Holdings
New York
$1.54M -$68.3K -1,357 -5%
CAN
28
Cetera Advisor Networks
California
$1.5M +$547K +10,869 +66%
TFA
29
Tobias Financial Advisors
Florida
$1.48M +$51.1K +1,015 +4%
IWM
30
IHT Wealth Management
Illinois
$1.43M -$91K -1,809 -6%
UWPG
31
Ullmann Wealth Partners Group
Florida
$1.43M +$101 +2 +0%
NWP
32
Northstar Wealth Partners
Connecticut
$1.3M +$92.3K +1,835 +8%
BPA
33
Beacon Pointe Advisors
California
$1.27M -$54.8K -1,090 -4%
Stifel Financial
34
Stifel Financial
Missouri
$1.21M +$77K +1,530 +7%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.01M -$779K -15,492 -46%
RWMH
36
Riverpoint Wealth Management Holdings
Illinois
$1M +$14K +279 +2%
FAM
37
Fenimore Asset Management
New York
$931K
AW
38
ACG Wealth
Georgia
$901K -$252 -5 -0%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$884K -$4.73M -94,067 -85%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$867K +$805 +16 +0.1%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$770K -$2.49M -49,587 -78%
TFS
42
Thoroughbred Financial Services
Tennessee
$757K -$85K -1,690 -11%
OC
43
Oppenheimer & Co
New York
$757K
HFA
44
HC Financial Advisors
California
$735K -$15.7K -313 -2%
SPC
45
Sigma Planning Corp
Michigan
$720K -$10.7K -213 -2%
MNBTD
46
Moody National Bank Trust Division
Texas
$698K -$51.7K -1,027 -7%
SAM
47
Strategy Asset Managers
California
$697K +$259K +5,155 +68%
GVAG
48
Great Valley Advisor Group
Delaware
$691K +$80.5K +1,599 +15%
Citigroup
49
Citigroup
New York
$677K -$3.02K -60 -0.5%
SPIA
50
Steward Partners Investment Advisory
New York
$664K +$367K +7,296 +151%

PWB Hedge Fund Activity: Q2 2020 in Review

103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2020, worth a combined $336M — up 15% from $292M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PWB positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.19M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.02M.

  • 103 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2020, up from 100 in Q1 2020.
  • Funds reported $336M of Invesco Large Cap Growth ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 10 funds opened new Invesco Large Cap Growth ETF positions in Q2 2020 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q2 2020 was Raymond James & Associates, an estimated $2.19M added.
  • The largest Invesco Large Cap Growth ETF seller in Q2 2020 was Commonwealth Equity Services, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2020.