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Invesco Large Cap Growth ETF
PWB

109 hedge funds and large institutions have $371M invested in Invesco Large Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $336M → $371M (+$34.7M)

6% more funds holding

Funds holding: 103 → 109 (+6)

0.1% more ownership

Funds ownership: 49.44% → 49.54% (+0.1%)

58% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 45

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
45
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIP
Almanack Investment Partners
Pennsylvania
+$8.83M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.13M
4
AAS
Avantax Advisory Services
Texas
+$661K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$633K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.33M
2
Bank of America
Bank of America
North Carolina
-$3.43M
3
PAG
Private Advisor Group
New Jersey
-$2.32M
4
TFS
TrustCore Financial Services
Tennessee
-$1.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
76
Strategic Family Wealth Counselors
New Jersey
$235K – – –
CF
77
Centaurus Financial
California
$218K +$60 +1 +0%
KAS
78
Kestra Advisory Services
Texas
$215K +$3.22K +54 New
NP
79
NorthRock Partners
Minnesota
$209K +$201K +3,380 New
DAS
80
Dynamic Advisor Solutions
Arizona
$206K +$198K +3,327 New
TAIM
81
TD Ameritrade Investment Management
Nebraska
$194K -$88.7K -1,488 -32%
BA
82
Bristlecone Advisors
Washington
$162K +$156K +2,612 New
CWC
83
Carolinas Wealth Consulting
North Carolina
$153K – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$111K – – –
HWM
85
Holloway Wealth Management
Florida
$108K – – –
SMG
86
Spectrum Management Group
Indiana
$91K – – –
ASN
87
Advisory Services Network
Georgia
$91K +$87.9K +1,475 New
APA
88
American Portfolios Advisors
New York
$88.3K – – –
GWM
89
Geneos Wealth Management
Colorado
$84K – – –
CFGS
90
Concourse Financial Group Securities
Alabama
$75K -$61.9K -1,039 -46%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$75K – – –
MHR
92
Matthew Hamilton Rosenberg
$63K – – –
EIP
93
Ellis Investment Partners
Pennsylvania
$63K +$60.9K +1,023 New
BW
94
Bison Wealth
Georgia
$50K – – –
FCB
95
First Command Bank
Texas
$46K – – –
FCFS
96
First Command Financial Services
Texas
$46K – – –
HIA
97
Harbor Investment Advisory
Maryland
$46K – – –
APWA
98
Atlas Private Wealth Advisors
New Jersey
$45K – – –
SIM
99
Sonora Investment Management
Arizona
$44K -$17.8K -298 -29%
AIP
100
Ameritas Investment Partners
Nebraska
$43K – – –
1 2 3
4
5

PWB Hedge Fund Activity: Q3 2020 in Review

109 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2020, worth a combined $371M — up 10% from $336M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PWB positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 45 trimmed.

The largest buyer was Almanack Investment Partners, opening a new position worth an estimated $8.83M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 109 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2020, up from 103 in Q2 2020.
  • Funds reported $371M of Invesco Large Cap Growth ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 11 funds opened new Invesco Large Cap Growth ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2020 was Almanack Investment Partners, an estimated $8.83M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2020.