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Invesco Large Cap Growth ETF
PWB

109 hedge funds and large institutions have $371M invested in Invesco Large Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $336M → $371M (+$34.7M)

6% more funds holding

Funds holding: 103 → 109 (+6)

0.1% more ownership

Funds ownership: 49.44% → 49.54% (+0.1%)

58% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 45

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
45
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIP
Almanack Investment Partners
Pennsylvania
+$8.83M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.13M
4
AAS
Avantax Advisory Services
Texas
+$661K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$633K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.33M
2
Bank of America
Bank of America
North Carolina
-$3.43M
3
PAG
Private Advisor Group
New Jersey
-$2.32M
4
TFS
TrustCore Financial Services
Tennessee
-$1.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$1.83M -$27.8K -466 -2%
UWPG
27
Ullmann Wealth Partners Group
Florida
$1.62M +$60 +1 +0%
TFA
28
Tobias Financial Advisors
Florida
$1.61M -$63.3K -1,062 -4%
EH
29
Equitable Holdings
New York
$1.58M -$160K -2,683 -10%
IWM
30
IHT Wealth Management
Illinois
$1.49M -$128K -2,141 -8%
NWP
31
Northstar Wealth Partners
Connecticut
$1.47M +$60 +1 +0%
BPA
32
Beacon Pointe Advisors
California
$1.42M -$18.5K -311 -1%
Stifel Financial
33
Stifel Financial
Missouri
$1.29M -$71.5K -1,200 -5%
RWMH
34
Riverpoint Wealth Management Holdings
Illinois
$1.24M +$102K +1,716 +9%
FAM
35
Fenimore Asset Management
New York
$1.05M – – –
AW
36
ACG Wealth
Georgia
$1.02M – – –
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$973K +$179 +3 +0%
GVAG
38
Great Valley Advisor Group
Delaware
$950K +$163K +2,731 +22%
TFS
39
Thoroughbred Financial Services
Tennessee
$855K – – –
CAN
40
Cetera Advisor Networks
California
$830K -$827K -13,889 -51%
SPIA
41
Steward Partners Investment Advisory
New York
$799K +$46.2K +775 +6%
SAM
42
Strategy Asset Managers
California
$788K – – –
OC
43
Oppenheimer & Co
New York
$779K -$73.5K -1,233 -9%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$764K -$226K -3,800 -24%
FFN
45
Focus Financial Network
Minnesota
$745K -$417 -7 -0.1%
MNBTD
46
Moody National Bank Trust Division
Texas
$734K -$52.9K -888 -7%
FHC
47
First Heartland Consultants
Missouri
$732K -$1.57M -26,290 -69%
HFA
48
HC Financial Advisors
California
$725K -$102K -1,711 -13%
PA
49
Parallel Advisors
California
$721K – – –
Citigroup
50
Citigroup
New York
$717K -$46.1K -774 -6%
1
2
3 4 5

PWB Hedge Fund Activity: Q3 2020 in Review

109 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2020, worth a combined $371M — up 10% from $336M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PWB positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 45 trimmed.

The largest buyer was Almanack Investment Partners, opening a new position worth an estimated $8.83M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 109 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2020, up from 103 in Q2 2020.
  • Funds reported $371M of Invesco Large Cap Growth ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 11 funds opened new Invesco Large Cap Growth ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2020 was Almanack Investment Partners, an estimated $8.83M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2020.