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Invesco Large Cap Growth ETF
PWB

103 hedge funds and large institutions have $336M invested in Invesco Large Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $292M → $336M (+$44.5M)

3% more funds holding

Funds holding: 100 → 103 (+3)

1.66% less ownership

Funds ownership: 51.1% → 49.44% (-1.7%)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
31
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$2.19M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.98M
3
FAIM
Financial Advocates Investment Management
Washington
+$1.51M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$780K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$670K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.02M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.73M
3
Ameriprise
Ameriprise
Minnesota
-$3.16M
4
LPL Financial
LPL Financial
California
-$2.87M
5
Morgan Stanley
Morgan Stanley
New York
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
76
Carolinas Wealth Consulting
North Carolina
$135K +$151 +3 +0.1%
CFGS
77
Concourse Financial Group Securities
Alabama
$124K +$38.5K +766 +51%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$99K – – –
HWM
79
Holloway Wealth Management
Florida
$91K – – –
SMG
80
Spectrum Management Group
Indiana
$80K – – –
APA
81
American Portfolios Advisors
New York
$78.2K +$50 +1 +0.1%
GWM
82
Geneos Wealth Management
Colorado
$74K – – –
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$66K +$60.4K +1,200 New
MHR
84
Matthew Hamilton Rosenberg
$55K – – –
SIM
85
Sonora Investment Management
Arizona
$55K +$15K +298 +42%
BW
86
Bison Wealth
Georgia
$45K – – –
HIA
87
Harbor Investment Advisory
Maryland
$41K – – –
FCB
88
First Command Bank
Texas
$41K +$37.2K +740 New
FCFS
89
First Command Financial Services
Texas
$41K +$37.2K +740 New
APWA
90
Atlas Private Wealth Advisors
New Jersey
$39K +$36.2K +720 New
AIP
91
Ameritas Investment Partners
Nebraska
$38K – – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$29K – – –
CAGAS
93
Capital Advisory Group Advisory Services
Minnesota
$28K – – –
BCMIO
94
Beacon Capital Management Inc (Ohio)
Ohio
$27K -$6.44K -128 -20%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$27K – – –
AIC
96
Archer Investment Corporation
Indiana
$23.4K – – –
OPS
97
Orion Portfolio Solutions
Nebraska
$23K -$2.57K -51 -11%
CWP
98
CFM Wealth Partners
Texas
$12K – – –
MRCM
99
M&R Capital Management
New Jersey
$10K -$101 -2 -1%
RAM
100
Riggs Asset Management
Pennsylvania
$10K – – –
1 2 3
4
5

PWB Hedge Fund Activity: Q2 2020 in Review

103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2020, worth a combined $336M — up 15% from $292M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PWB positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.19M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.02M.

  • 103 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2020, up from 100 in Q1 2020.
  • Funds reported $336M of Invesco Large Cap Growth ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 10 funds opened new Invesco Large Cap Growth ETF positions in Q2 2020 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q2 2020 was Raymond James & Associates, an estimated $2.19M added.
  • The largest Invesco Large Cap Growth ETF seller in Q2 2020 was Commonwealth Equity Services, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2020.