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Invesco Large Cap Growth ETF
PWB

100 hedge funds and large institutions have $292M invested in Invesco Large Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.21% more ownership

Funds ownership: 46.89% → 51.1% (+4.2%)

7% less funds holding

Funds holding: 107 → 100 (-7)

16% less capital invested

Capital invested by funds: $346M → $292M (-$54.2M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
100
Holders Change
-7
Holders Change %
-6.54%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
24
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$30.9M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$3.34M
3
Wells Fargo
Wells Fargo
California
+$3M
4
RJA
Raymond James & Associates
Florida
+$2.07M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
MFS
Madrona Financial Services
Washington
-$8.69M
2
Ameriprise
Ameriprise
Minnesota
-$5.47M
3
CS
Credit Suisse
Switzerland
-$4.77M
4
PA
Prism Advisors
California
-$4.48M
5
Morgan Stanley
Morgan Stanley
New York
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$65K – – –
SMG
77
Spectrum Management Group
Indiana
$64K +$73.1K +1,469 New
APA
78
American Portfolios Advisors
New York
$62.4K +$9.96K +200 +16%
GWM
79
Geneos Wealth Management
Colorado
$59K – – –
MHR
80
Matthew Hamilton Rosenberg
$45K +$50.3K +1,010 New
BW
81
Bison Wealth
Georgia
$36K – – –
HIA
82
Harbor Investment Advisory
Maryland
$33K – – –
AIP
83
Ameritas Investment Partners
Nebraska
$31K – – –
SIM
84
Sonora Investment Management
Arizona
$31K – – –
BCMIO
85
Beacon Capital Management Inc (Ohio)
Ohio
$28K -$2.49K -50 -7%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$23K +$26.1K +525 New
CAGAS
87
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$22K – – –
OPS
89
Orion Portfolio Solutions
Nebraska
$20K +$23.1K +465 New
AIC
90
Archer Investment Corporation
Indiana
$19K – – –
DWM
91
Darwin Wealth Management
Florida
$11K +$12.7K +255 New
CWP
92
CFM Wealth Partners
Texas
$10K – – –
MRCM
93
M&R Capital Management
New Jersey
$8K -$398 -8 -4%
RAM
94
Riggs Asset Management
Pennsylvania
$8K – – –
William Blair & Company
95
William Blair & Company
Illinois
$6K – – –
SF
96
Synovus Financial
Georgia
$6K +$6.37K +128 New
AIC
97
Ameritas Investment Company
Nebraska
$6K +$7.02K +141 New
PO
98
Private Ocean
California
$6K +$7.71K +155 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$5K -$1.15K -23 -17%
IRC
100
Investors Research Corp
Georgia
$4K +$2.99K +60 +240%
1 2 3
4
5

PWB Hedge Fund Activity: Q1 2020 in Review

100 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2020, worth a combined $292M — down 16% from $346M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PWB and 13 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 24 added.

The largest buyer was LPL Financial, adding an estimated $30.9M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $8.69M sold.

  • 100 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2020, down from 107 in Q4 2019.
  • Funds reported $292M of Invesco Large Cap Growth ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 13 funds opened new Invesco Large Cap Growth ETF positions in Q1 2020 and 17 closed out, a net change of -4 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2020 was LPL Financial, an estimated $30.9M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2020 was Madrona Financial Services, an estimated $8.69M sold.

Based on aggregated 13F filings for Q1 2020.