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Invesco Large Cap Growth ETF

112 hedge funds and large institutions have $385M invested in Invesco Large Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 109112 (+3)

4% more capital invested

Capital invested by funds: $371M → $385M (+$14.4M)

0.9% more ownership

Funds ownership: 49.54%50.44% (+0.9%)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
28
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.94M -$1.55M -24,020 -46%
SWP
27
Stratos Wealth Partners
Ohio
$1.87M -$519K -8,046 -23%
UWPG
28
Ullmann Wealth Partners Group
Florida
$1.76M
TFA
29
Tobias Financial Advisors
Florida
$1.75M -$7.35K -114 -0.4%
Stifel Financial
30
Stifel Financial
Missouri
$1.73M +$309K +4,795 +23%
Citadel Advisors
31
Citadel Advisors
Florida
$1.62M +$965K +14,964 +166%
EH
32
Equitable Holdings
New York
$1.55M -$158K -2,457 -10%
BPA
33
Beacon Pointe Advisors
California
$1.55M +$709 +11 +0%
RWMH
34
Riverpoint Wealth Management Holdings
Illinois
$1.53M +$167K +2,584 +13%
IWM
35
IHT Wealth Management
Illinois
$1.24M -$368K -5,699 -24%
GVAG
36
Great Valley Advisor Group
Delaware
$1.18M +$133K +2,058 +13%
FAM
37
Fenimore Asset Management
New York
$1.15M
AW
38
ACG Wealth
Georgia
$1.11M
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$1.06M +$258 +4 +0%
SPIA
40
Steward Partners Investment Advisory
New York
$971K +$94.4K +1,463 +11%
TFS
41
Thoroughbred Financial Services
Tennessee
$892K -$39.3K -610 -4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$822K -$11.4K -176 -1%
HFA
43
HC Financial Advisors
California
$808K +$15.9K +247 +2%
FFN
44
Focus Financial Network
Minnesota
$795K -$16.9K -262 -2%
PA
45
Parallel Advisors
California
$787K
OC
46
Oppenheimer & Co
New York
$763K -$83.3K -1,292 -10%
Citigroup
47
Citigroup
New York
$763K -$19K -295 -3%
FHC
48
First Heartland Consultants
Missouri
$712K -$83.7K -1,297 -11%
CWM
49
Cornerstone Wealth Management
Missouri
$698K +$209K +3,234 +46%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$640K +$7.48K +116 +1%

PWB Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2020, worth a combined $385M — up 3.9% from $371M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PWB positions and 6 closed out — a net gain of 4 holders — while 28 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was LPL Financial, cutting an estimated $26.2M.

  • 112 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2020, up from 109 in Q3 2020.
  • Funds reported $385M of Invesco Large Cap Growth ETF stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 10 funds opened new Invesco Large Cap Growth ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2020 was Wells Fargo, an estimated $2.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2020 was LPL Financial, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2020.