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Invesco Large Cap Growth ETF

112 hedge funds and large institutions have $385M invested in Invesco Large Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 109112 (+3)

4% more capital invested

Capital invested by funds: $371M → $385M (+$14.4M)

0.9% more ownership

Funds ownership: 49.54%50.44% (+0.9%)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
28
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
51
Beirne Wealth Consulting Services
Connecticut
$628K
JP Morgan Chase
52
JP Morgan Chase
New York
$551K -$226K -3,506 -30%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$530K
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$517K
SAM
55
Strategy Asset Managers
California
$512K -$332K -5,155 -41%
BFA
56
Beacon Financial Advisory
Ohio
$511K
MML Investors Services
57
MML Investors Services
Massachusetts
$503K -$32.2K -500 -6%
CAN
58
Cetera Advisor Networks
California
$496K -$392K -6,072 -45%
CAM
59
Covenant Asset Management
New Jersey
$464K -$65.5K -1,015 -13%
FHA
60
Flagship Harbor Advisors
Massachusetts
$464K +$6.51K +101 +1%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$459K -$79.5K -1,232 -15%
ACM
62
Armbruster Capital Management
New York
$454K
GT
63
Glenmede Trust
Pennsylvania
$435K
CA
64
Cetera Advisors
Colorado
$394K +$29.4K +456 +8%
TRCT
65
Tower Research Capital (TRC)
New York
$370K -$107K -1,655 -23%
SPC
66
Sigma Planning Corp
Michigan
$329K -$420K -6,512 -57%
CPIG
67
Chicago Partners Investment Group
Illinois
$310K
KAS
68
Kestra Advisory Services
Texas
$309K +$292K +4,528 +8,385%
NFG
69
Nations Financial Group
Iowa
$303K -$28.8K -446 -9%
FTUS
70
Flow Traders U.S.
New York
$299K +$286K +4,428 New
ECM
71
Exchange Capital Management
Michigan
$293K -$7.74K -120 -3%
HighTower Advisors
72
HighTower Advisors
Illinois
$260K -$7.74K -120 -3%
CS
73
Credit Suisse
Switzerland
$258K -$9.22K -143 -4%
SFWC
74
Strategic Family Wealth Counselors
New Jersey
$256K
AF
75
Advisornet Financial
Minnesota
$246K -$76.1K -1,180 -24%

PWB Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2020, worth a combined $385M — up 3.9% from $371M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PWB positions and 6 closed out — a net gain of 4 holders — while 28 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was LPL Financial, cutting an estimated $26.2M.

  • 112 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2020, up from 109 in Q3 2020.
  • Funds reported $385M of Invesco Large Cap Growth ETF stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 10 funds opened new Invesco Large Cap Growth ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2020 was Wells Fargo, an estimated $2.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2020 was LPL Financial, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2020.