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Invesco Large Cap Growth ETF
PWB

70 hedge funds and large institutions have $213M invested in Invesco Large Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $207M → $213M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.33% less ownership

Funds ownership: 46.62% → 44.29% (-2.3%)

4% less funds holding

Funds holding: 73 → 70 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
18
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$2.74M
2
Goldman Sachs
Goldman Sachs
New York
+$2.17M
3
AG
Advisor Group
Arizona
+$1.76M
4
HI
Horizon Investments
North Carolina
+$353K
5
UWPG
Ullmann Wealth Partners Group
Florida
+$325K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.93M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.75M
3
CS
Credit Suisse
Switzerland
-$2.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.14M
5
Bank of America
Bank of America
North Carolina
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$176K +$10.8K +287 +7%
CPIG
52
Chicago Partners Investment Group
Illinois
$172K -$166K -4,425 -50%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$99K +$2.25K +60 +2%
SPIA
54
Steward Partners Investment Advisory
New York
$87K – – –
BCMIO
55
Beacon Capital Management Inc (Ohio)
Ohio
$57K -$150 -4 -0.3%
ASN
56
Advisory Services Network
Georgia
$57K – – –
BF
57
BOK Financial
Oklahoma
$44K +$42.4K +1,130 New
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K – – –
GRP
59
Global Retirement Partners
California
$21K – – –
SMG
60
Spectrum Management Group
Indiana
$21K +$20K +533 New
CCM
61
Cribstone Capital Management
Maine
$20K – – –
TAIM
62
TD Ameritrade Investment Management
Nebraska
$20K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$19K – – –
MRCM
64
M&R Capital Management
New Jersey
$15K +$14.6K +388 New
AIM
65
Advantage Investment Management
Iowa
$13K -$713 -19 -6%
BC
66
Barnett & Company
Tennessee
$10K – – –
RAM
67
Riggs Asset Management
Pennsylvania
$8K -$5.89K -157 -44%
SEI Investments
68
SEI Investments
Pennsylvania
$6K -$16.2K -432 -73%
US Bancorp
69
US Bancorp
Minnesota
$4K -$751 -20 -17%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$2.93M -81,511 Closed
CS
71
Credit Suisse
Switzerland
– -$2.26M -62,781 Closed
Jane Street
72
Jane Street
New York
– -$505K -14,057 Closed
VF
73
Virtu Financial
New York
– -$249K -6,926 Closed
PSUF
74
People's United Financial
Connecticut
– -$72K -2,000 Closed
DADC
75
D.A. Davidson & Co
Montana
– -$14K -415 Closed
1 2
3
4

PWB Hedge Fund Activity: Q3 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2017, worth a combined $213M — up 2.8% from $207M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PWB and 6 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 18 added.

The largest buyer was Ameriprise, adding an estimated $2.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.93M sold.

  • 70 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2017, down from 73 in Q2 2017.
  • Funds reported $213M of Invesco Large Cap Growth ETF stock for Q3 2017, up 2.8% quarter-over-quarter.
  • 6 funds opened new Invesco Large Cap Growth ETF positions in Q3 2017 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2017 was Ameriprise, an estimated $2.74M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2017 was Susquehanna International Group, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2017.