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Invesco Large Cap Growth ETF

69 hedge funds and large institutions have $201M invested in Invesco Large Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

10% more funds holding

Funds holding: 6369 (+6)

1.29% less ownership

Funds ownership: 50.41%49.12% (-1.3%)

7% less capital invested

Capital invested by funds: $216M → $201M (-$15.5M)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$87K +$20.2K +638 +30%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$79K +$78.4K +2,482 New
BCMIO
53
Beacon Capital Management Inc (Ohio)
Ohio
$65K -$25.1K -794 -28%
PSUF
54
People's United Financial
Connecticut
$64K
AIM
55
Advantage Investment Management
Iowa
$36K -$790 -25 -2%
FNBT
56
FineMark National Bank & Trust
Florida
$29K
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24K +$2.4K +76 +11%
SPIA
58
Steward Partners Investment Advisory
New York
$23K +$23.7K +750 New
CFA
59
Camarda Financial Advisors
Florida
$21K +$20.3K +643 New
GRP
60
Global Retirement Partners
California
$18K +$17.4K +552 New
CCM
61
Cribstone Capital Management
Maine
$17K -$69.5K -2,200 -81%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$16K
RAM
63
Riggs Asset Management
Pennsylvania
$15K -$9.48K -300 -40%
DADC
64
D.A. Davidson & Co
Montana
$13K
BC
65
Barnett & Company
Tennessee
$8K
WA
66
WFG Advisors
Texas
$8K
NFG
67
Next Financial Group
Texas
$4K
US Bancorp
68
US Bancorp
Minnesota
$4K +$3.79K +120 New
SG Americas Securities
69
SG Americas Securities
New York
-$686K -21,644 Closed
MC
70
Moors & Cabot
Massachusetts
-$218K -6,858 Closed
OC
71
Oakworth Capital
Alabama
-$26K -825 Closed
Creative Planning
72
Creative Planning
Kansas
-$13K -400 Closed
MA
73
MCF Advisors
Kentucky
-$9K -269 Closed

PWB Hedge Fund Activity: Q4 2016 in Review

69 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2016, worth a combined $201M — down 7.1% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PWB positions and 5 closed out — a net gain of 7 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Credit Suisse, adding an estimated $3.48M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $16.9M.

  • 69 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2016, up from 63 in Q3 2016.
  • Funds reported $201M of Invesco Large Cap Growth ETF stock for Q4 2016, down 7.1% quarter-over-quarter.
  • 12 funds opened new Invesco Large Cap Growth ETF positions in Q4 2016 and 5 closed out, a net change of +7 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2016 was Credit Suisse, an estimated $3.48M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2016 was Cambridge Investment Research Advisors, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2016.