Invesco Large Cap Growth ETF
92 hedge funds and large institutions have $281M invested in Invesco Large Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 27
12% more capital invested
Capital invested by funds: $251M → $281M (+$29.3M)
4.03% more ownership
Funds ownership: 44.57% → 48.6% (+4%)
3% more funds holding
Funds holding: 89 → 92 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$35.2M |
| 2 |
Morgan Stanley
New York
|
+$5.36M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.22M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$2.99M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.6M |
| 2 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$4.14M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.26M |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$1.94M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.74M |
PWB Hedge Fund Activity: Q2 2018 in Review
92 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2018, worth a combined $281M — up 12% from $251M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PWB positions and 7 closed out — a net gain of 4 holders — while 33 added to existing stakes and 27 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $35.2M. The largest seller was United Capital Financial Advisors, cutting an estimated $12.6M.
- 92 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2018, up from 89 in Q1 2018.
- Funds reported $281M of Invesco Large Cap Growth ETF stock for Q2 2018, up 12% quarter-over-quarter.
- 11 funds opened new Invesco Large Cap Growth ETF positions in Q2 2018 and 7 closed out, a net change of +4 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $35.2M added.
- The largest Invesco Large Cap Growth ETF seller in Q2 2018 was United Capital Financial Advisors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2018.