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Invesco Large Cap Growth ETF
PWB

110 hedge funds and large institutions have $356M invested in Invesco Large Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

24% more capital invested

Capital invested by funds: $288M → $356M (+$68M)

9% more funds holding

Funds holding: 101 → 110 (+9)

3.04% more ownership

Funds ownership: 45.88% → 48.92% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
37
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$9.04M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.64M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.65M
4
LA
LexAurum Advisors
Kansas
+$2.32M
5
PI
PFS Investments
Georgia
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.51M
2
CWM
CMH Wealth Management
New Hampshire
-$3.57M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.23M
4
RJA
Raymond James & Associates
Florida
-$1.66M
5
Morgan Stanley
Morgan Stanley
New York
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
76
Moody National Bank Trust Division
Texas
$119K +$113K +2,495 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$118K – – –
RCAG
78
Rehmann Capital Advisory Group
Michigan
$110K +$105K +2,310 New
US Bancorp
79
US Bancorp
Minnesota
$84K +$37.6K +828 +88%
CFGS
80
Concourse Financial Group Securities
Alabama
$81K +$682 +15 +0.9%
ASN
81
Advisory Services Network
Georgia
$70K – – –
SMG
82
Spectrum Management Group
Indiana
$70K – – –
TNBTD
83
Trustmark National Bank Trust Department
Mississippi
$69K – – –
GWM
84
Geneos Wealth Management
Colorado
$65K – – –
BCMIO
85
Beacon Capital Management Inc (Ohio)
Ohio
$45K -$2.14K -47 -5%
APA
86
American Portfolios Advisors
New York
$38.4K +$45 +1 +0.1%
SIM
87
Sonora Investment Management
Arizona
$34K – – –
AIP
88
Ameritas Investment Partners
Nebraska
$33K – – –
MRCM
89
M&R Capital Management
New Jersey
$28K -$955 -21 -3%
CAGAS
90
Capital Advisory Group Advisory Services
Minnesota
$24K – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$24K – – –
CHP
92
Cable Hill Partners
Oregon
$23K – – –
BlackRock
93
BlackRock
New York
$22K -$32.1K -707 -60%
AIC
94
Archer Investment Corporation
Indiana
$20K – – –
CFD
95
Creative Financial Designs
Indiana
$17K +$636 +14 +4%
CCM
96
Cribstone Capital Management
Maine
$16K – – –
SWM
97
SeaCrest Wealth Management
New York
$16K – – –
BC
98
Barnett & Company
Tennessee
$12K – – –
RAM
99
Riggs Asset Management
Pennsylvania
$9K – – –
First Manhattan
100
First Manhattan
New York
$6K +$6.14K +135 New
1 2 3
4
5

PWB Hedge Fund Activity: Q1 2019 in Review

110 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2019, worth a combined $356M — up 24% from $288M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PWB positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.51M sold.

  • 110 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $356M of Invesco Large Cap Growth ETF stock for Q1 2019, up 24% quarter-over-quarter.
  • 18 funds opened new Invesco Large Cap Growth ETF positions in Q1 2019 and 9 closed out, a net change of +9 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2019 was Private Advisor Group, an estimated $9.04M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2019 was Susquehanna International Group, an estimated $5.51M sold.

Based on aggregated 13F filings for Q1 2019.