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Invesco Large Cap Growth ETF
PWB

59 hedge funds and large institutions have $210M invested in Invesco Large Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

57% more capital invested

Capital invested by funds: $134M → $210M (+$76M)

16% more funds holding

Funds holding: 51 → 59 (+8)

9.28% more ownership

Funds ownership: 40.98% → 50.26% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
25
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.82M
3
RAM
Riggs Asset Management
Pennsylvania
+$9.52M
4
LPL Financial
LPL Financial
California
+$4.37M
5
FA
FDx Advisors
Illinois
+$3.7M

Top Sellers

1
PFG
Pacific Financial Group
Washington
-$1.43M
2
RJA
Raymond James & Associates
Florida
-$308K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$275K
4
TH
Timber Hill
Connecticut
-$245K
5
Citadel Advisors
Citadel Advisors
Florida
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$46K – – –
BCI
52
Brinker Capital Investments
Pennsylvania
$30K +$12.5K +402 +72%
FNBT
53
FineMark National Bank & Trust
Florida
$29K – – –
TWA
54
TCI Wealth Advisors
Arizona
$28K – – –
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$16K – – –
DADC
56
D.A. Davidson & Co
Montana
$12K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.25K +137 New
MFW
58
Mosaic Family Wealth
Missouri
$3K +$3.1K +100 New
TH
59
Timber Hill
Connecticut
– -$245K -8,355 Closed
Citadel Advisors
60
Citadel Advisors
Florida
– -$212K -7,224 Closed
Creative Planning
61
Creative Planning
Kansas
– -$54K -1,827 Closed
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