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Invesco Large Cap Growth ETF
PWB

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: 107 → 107 (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: 4 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$5.23M
2
CS
Credit Suisse
Switzerland
+$3.78M
3
AAS
Avantax Advisory Services
Texas
+$1.78M
4
LPL Financial
LPL Financial
California
+$1.67M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$13.7M
2
PAG
Private Advisor Group
New Jersey
-$12.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
4
AG
Advisor Group
Arizona
-$7.72M
5
FHC
First Heartland Consultants
Missouri
-$4.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Nations Financial Group
Iowa
$253K -$23.1K -470 -9%
CA
77
Cetera Advisors
Colorado
$251K -$15K -305 -6%
CPIG
78
Chicago Partners Investment Group
Illinois
$236K – – –
CWM
79
Cornerstone Wealth Management
Missouri
$221K -$3.54K -72 -2%
CIBC World Market
80
CIBC World Market
Ontario, Canada
$212K +$203K +4,133 New
EIP
81
Ellis Investment Partners
Pennsylvania
$193K +$197 +4 +0.1%
CF
82
Centaurus Financial
California
$106K +$102K +2,064 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$93K – – –
US Bancorp
84
US Bancorp
Minnesota
$91K – – –
CFGS
85
Concourse Financial Group Securities
Alabama
$89K +$81.5K +1,655 +2,399%
HWM
86
Holloway Wealth Management
Florida
$83K – – –
ASN
87
Advisory Services Network
Georgia
$76K – – –
GWM
88
Geneos Wealth Management
Colorado
$71K – – –
APA
89
American Portfolios Advisors
New York
$63K +$49 +1 +0.1%
SSWG
90
Seven Springs Wealth Group
Tennessee
$48K +$45.8K +930 New
BW
91
Bison Wealth
Georgia
$42K +$40.1K +815 New
HIA
92
Harbor Investment Advisory
Maryland
$39K +$36.9K +750 New
SIM
93
Sonora Investment Management
Arizona
$37K – – –
AIP
94
Ameritas Investment Partners
Nebraska
$36K – – –
BCMIO
95
Beacon Capital Management Inc (Ohio)
Ohio
$35K -$591 -12 -2%
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$27K +$25.7K +523 New
CAGAS
97
Capital Advisory Group Advisory Services
Minnesota
$26K – – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$26K – – –
AIC
99
Archer Investment Corporation
Indiana
$23K – – –
LFA
100
Lighthouse Financial Advisors
Maryland
$15K +$15K +304 New
1 2 3
4
5

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.