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Invesco Large Cap Growth ETF

109 hedge funds and large institutions have $371M invested in Invesco Large Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $336M → $371M (+$34.7M)

6% more funds holding

Funds holding: 103109 (+6)

0.1% more ownership

Funds ownership: 49.44%49.54% (+0.1%)

58% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 45

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
45
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$715K -$407K -6,829 -37%
SPC
52
Sigma Planning Corp
Michigan
$705K -$105K -1,755 -13%
AAS
53
Avantax Advisory Services
Texas
$689K +$661K +11,102 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$579K
BWCS
55
Beirne Wealth Consulting Services
Connecticut
$576K -$11.9K -200 -2%
Citadel Advisors
56
Citadel Advisors
Florida
$560K -$1.72M -28,790 -76%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$497K -$40.5K -679 -8%
MML Investors Services
58
MML Investors Services
Massachusetts
$492K -$114K -1,906 -19%
CAM
59
Covenant Asset Management
New Jersey
$488K -$298 -5 -0.1%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$486K -$44.3K -744 -9%
BFA
61
Beacon Financial Advisory
Ohio
$468K +$451K +7,575 New
BRWM
62
B. Riley Wealth Management
Tennessee
$450K +$433K +7,276 New
TRCT
63
Tower Research Capital (TRC)
New York
$442K -$220K -3,695 -34%
CWM
64
Cornerstone Wealth Management
Missouri
$439K +$146K +2,449 +53%
FHA
65
Flagship Harbor Advisors
Massachusetts
$419K
ACM
66
Armbruster Capital Management
New York
$416K
GT
67
Glenmede Trust
Pennsylvania
$398K
CA
68
Cetera Advisors
Colorado
$333K +$32.5K +545 +11%
NFG
69
Nations Financial Group
Iowa
$305K
AF
70
Advisornet Financial
Minnesota
$298K -$265K -4,444 -48%
ECM
71
Exchange Capital Management
Michigan
$275K
CPIG
72
Chicago Partners Investment Group
Illinois
$273K
BSW
73
Buckingham Strategic Wealth
Missouri
$260K +$250K +4,196 New
HighTower Advisors
74
HighTower Advisors
Illinois
$246K
CS
75
Credit Suisse
Switzerland
$245K

PWB Hedge Fund Activity: Q3 2020 in Review

109 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2020, worth a combined $371M — up 10% from $336M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PWB positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 45 trimmed.

The largest buyer was Almanack Investment Partners, opening a new position worth an estimated $8.83M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 109 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2020, up from 103 in Q2 2020.
  • Funds reported $371M of Invesco Large Cap Growth ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 11 funds opened new Invesco Large Cap Growth ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2020 was Almanack Investment Partners, an estimated $8.83M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2020.