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Invesco Large Cap Growth ETF

107 hedge funds and large institutions have $346M invested in Invesco Large Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

0% more funds holding

Funds holding: 107107 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

6.19% less ownership

Funds ownership: 53.09%46.89% (-6.2%)

14% less capital invested

Capital invested by funds: $401M → $346M (-$55.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
16
Increased
33
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
51
Moody National Bank Trust Division
Texas
$704K
CAN
52
Cetera Advisor Networks
California
$700K -$125K -2,544 -16%
BPA
53
Beacon Pointe Advisors
California
$697K -$80.3K -1,632 -11%
LWAC
54
Laurel Wealth Advisors (California)
California
$666K +$443 +9 +0.1%
HFA
55
HC Financial Advisors
California
$665K +$8.22K +167 +1%
PA
56
Parallel Advisors
California
$663K +$581K +11,800 +1,078%
SAM
57
Strategy Asset Managers
California
$655K +$628K +12,750 New
IAA
58
Independent Advisor Alliance
North Carolina
$624K +$598K +12,152 New
GVAG
59
Great Valley Advisor Group
Delaware
$608K -$12K -244 -2%
FFN
60
Focus Financial Network
Minnesota
$586K +$49 +1 +0%
BWA
61
Beam Wealth Advisors
Louisiana
$570K +$546K +11,086 New
BPWA
62
Beacon Pointe Wealth Advisors
California
$564K -$18.9K -383 -3%
BWCS
63
Beirne Wealth Consulting Services
Connecticut
$540K
AF
64
Advisornet Financial
Minnesota
$518K -$44.2K -897 -8%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$484K +$58.9K +1,197 +15%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$482K -$42.7K -867 -8%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$463K +$73K +1,483 +20%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$426K +$408K +8,296 New
TRCT
69
Tower Research Capital (TRC)
New York
$392K +$153K +3,100 +68%
FHA
70
Flagship Harbor Advisors
Massachusetts
$367K -$16.7K -339 -5%
SPIA
71
Steward Partners Investment Advisory
New York
$353K
GT
72
Glenmede Trust
Pennsylvania
$341K
HighTower Advisors
73
HighTower Advisors
Illinois
$335K +$148 +3 +0%
CAM
74
Covenant Asset Management
New Jersey
$308K +$6.89K +140 +2%
ECM
75
Exchange Capital Management
Michigan
$273K -$6.64K -135 -2%

PWB Hedge Fund Activity: Q4 2019 in Review

107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2019, worth a combined $346M — down 14% from $401M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 13 closed out — a net gain of 3 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $5.23M. The largest seller was PFS Investments, exiting entirely with an estimated $13.7M sold.

  • 107 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $346M of Invesco Large Cap Growth ETF stock for Q4 2019, down 14% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q4 2019 and 13 closed out, a net change of +3 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $5.23M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2019 was PFS Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2019.