Invesco Large Cap Growth ETF
65 hedge funds and large institutions have $222M invested in Invesco Large Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
10% more funds holding
Funds holding: 59 → 65 (+6)
6% more capital invested
Capital invested by funds: $210M → $222M (+$12.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
1.33% less ownership
Funds ownership: 50.26% → 48.93% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.11M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.48M |
| 5 |
JP Morgan Chase
New York
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.12M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$3.52M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.35M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.29M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$1.25M |
PWB Hedge Fund Activity: Q1 2016 in Review
65 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2016, worth a combined $222M — up 6% from $210M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PWB positions and 2 closed out — a net gain of 7 holders — while 22 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Wells Fargo, cutting an estimated $4.12M.
- 65 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2016, up from 59 in Q4 2015.
- Funds reported $222M of Invesco Large Cap Growth ETF stock for Q1 2016, up 6% quarter-over-quarter.
- 9 funds opened new Invesco Large Cap Growth ETF positions in Q1 2016 and 2 closed out, a net change of +7 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q1 2016 was Morgan Stanley, an estimated $10.9M added.
- The largest Invesco Large Cap Growth ETF seller in Q1 2016 was Wells Fargo, an estimated $4.12M sold.
Based on aggregated 13F filings for Q1 2016.