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Invesco Large Cap Growth ETF
PWB

93 hedge funds and large institutions have $305M invested in Invesco Large Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $281M → $305M (+$24.2M)

1% more funds holding

Funds holding: 92 → 93 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.52% less ownership

Funds ownership: 48.6% → 45.08% (-3.5%)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
33
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PA
Prism Advisors
California
+$10.4M
2
Ameriprise
Ameriprise
Minnesota
+$6.28M
3
PAG
Private Advisor Group
New Jersey
+$6.06M
4
AG
Advisor Group
Arizona
+$2.33M
5
TFS
TrustCore Financial Services
Tennessee
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$17.5M
2
CWM
CMH Wealth Management
New Hampshire
-$4.61M
3
ACM
Avalon Capital Management
California
-$3.02M
4
Morgan Stanley
Morgan Stanley
New York
-$2.01M
5
Citadel Advisors
Citadel Advisors
Florida
-$906K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$350K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$347K +$4.93K +105 +1%
HighTower Advisors
53
HighTower Advisors
Illinois
$335K +$235 +5 +0.1%
CAM
54
Covenant Asset Management
New Jersey
$321K +$313K +6,660 New
SPC
55
Sigma Planning Corp
Michigan
$298K +$45.9K +978 +19%
NFG
56
Nations Financial Group
Iowa
$290K – – –
GFPC
57
Global Financial Private Capital
Florida
$284K +$9.44K +201 +4%
RI
58
Ridgewood Investments
New Jersey
$275K +$188 +4 +0.1%
SS
59
Simplicity Solutions
Minnesota
$271K +$263K +5,608 New
RWMH
60
Riverpoint Wealth Management Holdings
Illinois
$256K +$250K +5,323 New
DAS
61
Dynamic Advisor Solutions
Arizona
$247K +$240K +5,110 New
CA
62
Cetera Advisors
Colorado
$244K – – –
AWM
63
AE Wealth Management
Kansas
$243K +$237K +5,039 New
ACP
64
Aveo Capital Partners
Colorado
$203K -$14.8K -315 -7%
SPIA
65
Steward Partners Investment Advisory
New York
$201K +$42.7K +910 +28%
CPIG
66
Chicago Partners Investment Group
Illinois
$191K – – –
IA
67
IFP Advisors
Florida
$129K -$3.43K -73 -3%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$120K – – –
RCAG
69
Rehmann Capital Advisory Group
Michigan
$111K – – –
ASN
70
Advisory Services Network
Georgia
$71K – – –
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$70K +$68.6K +1,461 New
CFGS
72
Concourse Financial Group Securities
Alabama
$67K +$64.9K +1,381 New
BCMIO
73
Beacon Capital Management Inc (Ohio)
Ohio
$59K -$2.58K -55 -4%
APA
74
American Portfolios Advisors
New York
$38.9K +$47 +1 +0.1%
AIP
75
Ameritas Investment Partners
Nebraska
$34K – – –
1 2
3
4 5

PWB Hedge Fund Activity: Q3 2018 in Review

93 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2018, worth a combined $305M — up 8.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PWB positions and 11 closed out — a net gain of 1 holder — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Prism Advisors, opening a new position worth an estimated $10.4M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $17.5M sold.

  • 93 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2018, up from 92 in Q2 2018.
  • Funds reported $305M of Invesco Large Cap Growth ETF stock for Q3 2018, up 8.6% quarter-over-quarter.
  • 12 funds opened new Invesco Large Cap Growth ETF positions in Q3 2018 and 11 closed out, a net change of +1 holder.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2018 was Prism Advisors, an estimated $10.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2018.