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Invesco Large Cap Growth ETF

159 hedge funds and large institutions have $527M invested in Invesco Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $470M → $527M (+$56.9M)

3.1% more ownership

Funds ownership: 57.64%60.73% (+3.1%)

2% more funds holding

Funds holding: 156159 (+3)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
37
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$5.06M -$9.21K -103 -0.2%
Truist Financial
27
Truist Financial
North Carolina
$4.88M -$27.9K -312 -0.6%
MWM
28
Meridian Wealth Management
Kentucky
$4.74M +$4.48M +50,168 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$3.94M -$65K -727 -2%
FCM
30
Firestone Capital Management
Florida
$3.44M
SWM
31
Spire Wealth Management
Virginia
$3.31M +$256K +2,865 +9%
Ameriprise
32
Ameriprise
Minnesota
$3.23M -$185K -2,065 -6%
IFWM
33
Institute for Wealth Management
Colorado
$3.09M -$36.2K -405 -1%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.01M -$71K -794 -2%
JWM
35
JPL Wealth Management
Colorado
$2.62M +$50K +559 +2%
SWP
36
Stratos Wealth Partners
Ohio
$2.61M +$16.3K +182 +0.7%
UWPG
37
Ullmann Wealth Partners Group
Florida
$2.46M
PA
38
Prism Advisors
California
$2.08M -$251K -2,806 -11%
TFA
39
Tobias Financial Advisors
Florida
$1.97M -$6.08K -68 -0.3%
EH
40
Equitable Holdings
New York
$1.95M -$27.3K -305 -1%
MFG
41
Merit Financial Group
Georgia
$1.9M -$10.5K -118 -0.6%
IWC
42
Integrated Wealth Concepts
Massachusetts
$1.84M
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.71M -$10.1K -113 -0.6%
BWG
44
Balanced Wealth Group
Ohio
$1.68M +$4.2K +47 +0.3%
Comerica Bank
45
Comerica Bank
Texas
$1.62M -$13.4K -150 -0.9%
FAM
46
Fenimore Asset Management
New York
$1.61M
GWM
47
Geneos Wealth Management
Colorado
$1.52M +$60K +671 +4%
NEPWA
48
New England Private Wealth Advisors
Massachusetts
$1.5M
AWM
49
Apollon Wealth Management
South Carolina
$1.49M
AWS
50
Atria Wealth Solutions
New York
$1.41M +$26.2K +293 +2%