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Invesco Large Cap Growth ETF
PWB

112 hedge funds and large institutions have $385M invested in Invesco Large Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 109 → 112 (+3)

4% more capital invested

Capital invested by funds: $371M → $385M (+$14.4M)

0.9% more ownership

Funds ownership: 49.54% → 50.44% (+0.9%)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
28
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.26M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.27M
3
Citadel Advisors
Citadel Advisors
Florida
+$965K
4
Morgan Stanley
Morgan Stanley
New York
+$864K
5
Stifel Financial
Stifel Financial
Missouri
+$309K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$26.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.55M
4
Ameriprise
Ameriprise
Minnesota
-$1.38M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$850K
Name Holding Trade Value Shares
Change 		Change in
Stake
NP
76
NorthRock Partners
Minnesota
$228K – – –
RA
77
Rodgers & Associates
Pennsylvania
$218K +$208K +3,220 New
CWC
78
Carolinas Wealth Consulting
North Carolina
$167K +$64 +1 +0%
TAIM
79
TD Ameritrade Investment Management
Nebraska
$164K -$45.2K -701 -22%
William Blair & Company
80
William Blair & Company
Illinois
$146K +$133K +2,063 +2,195%
GWM
81
Geneos Wealth Management
Colorado
$140K +$45.1K +700 +50%
CF
82
Centaurus Financial
California
$139K -$94.4K -1,464 -41%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$122K – – –
HWM
84
Holloway Wealth Management
Florida
$117K – – –
ASN
85
Advisory Services Network
Georgia
$100K – – –
SMG
86
Spectrum Management Group
Indiana
$99K – – –
APA
87
American Portfolios Advisors
New York
$96.4K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$90K +$7.74K +120 +10%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$81K – – –
Bessemer Group
90
Bessemer Group
New Jersey
$76K +$72.6K +1,125 New
EIP
91
Ellis Investment Partners
Pennsylvania
$69K – – –
MHR
92
Matthew Hamilton Rosenberg
$68K – – –
BW
93
Bison Wealth
Georgia
$55K – – –
MCC
94
Money Concepts Capital
Florida
$53K +$50.3K +780 New
HIA
95
Harbor Investment Advisory
Maryland
$51K – – –
FCB
96
First Command Bank
Texas
$50K – – –
FCFS
97
First Command Financial Services
Texas
$50K – – –
APWA
98
Atlas Private Wealth Advisors
New Jersey
$49K – – –
SIM
99
Sonora Investment Management
Arizona
$48K – – –
AIP
100
Ameritas Investment Partners
Nebraska
$47K – – –
1 2 3
4
5

PWB Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2020, worth a combined $385M — up 3.9% from $371M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PWB positions and 6 closed out — a net gain of 4 holders — while 28 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was LPL Financial, cutting an estimated $26.2M.

  • 112 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2020, up from 109 in Q3 2020.
  • Funds reported $385M of Invesco Large Cap Growth ETF stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 10 funds opened new Invesco Large Cap Growth ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2020 was Wells Fargo, an estimated $2.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2020 was LPL Financial, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2020.