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Invesco Large Cap Growth ETF

124 hedge funds and large institutions have $401M invested in Invesco Large Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $375M → $401M (+$25.9M)

2.77% more ownership

Funds ownership: 48.3%51.07% (+2.8%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

2% less funds holding

Funds holding: 127124 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
33
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
76
Eagle Bay Advisors
New York
$280K
HighTower Advisors
77
HighTower Advisors
Illinois
$276K +$9.95K +130 +4%
BL
78
BFSG LLC
California
$251K +$259K +3,390 New
NP
79
NorthRock Partners
Minnesota
$250K
SFWC
80
Strategic Family Wealth Counselors
New Jersey
$237K
BRWA
81
B. Riley Wealth Advisors
Florida
$222K
KeyBank National Association
82
KeyBank National Association
Ohio
$217K
C
83
Certuity
Florida
$209K
RA
84
Rodgers & Associates
Pennsylvania
$205K
BA
85
Bristlecone Advisors
Washington
$202K
TAIM
86
TD Ameritrade Investment Management
Nebraska
$194K +$112K +1,460 +87%
CWC
87
Carolinas Wealth Consulting
North Carolina
$183K +$77 +1 +0%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$177K +$68.1K +890 +59%
BWA
89
BDO Wealth Advisors
Florida
$172K
Bessemer Group
90
Bessemer Group
New Jersey
$166K
William Blair & Company
91
William Blair & Company
Illinois
$160K
CF
92
Centaurus Financial
California
$153K
IRC
93
Investors Research Corp
Georgia
$142K +$40.1K +524 +37%
APA
94
American Portfolios Advisors
New York
$135K
HIA
95
Harbor Investment Advisory
Maryland
$126K +$72.5K +947 +126%
BU
96
BBVA USA
Alabama
$116K
AF
97
Advisornet Financial
Minnesota
$102K -$138K -1,806 -57%
CFGS
98
Concourse Financial Group Securities
Alabama
$100K +$4.59K +60 +5%
HI
99
Harbour Investments
Wisconsin
$90K -$15.3K -200 -14%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$89K

PWB Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2021, worth a combined $401M — up 6.9% from $375M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PWB and 8 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was IAM Advisory, opening a new position worth an estimated $19.8M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2021, down from 127 in Q2 2021.
  • Funds reported $401M of Invesco Large Cap Growth ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 8 funds opened new Invesco Large Cap Growth ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2021 was IAM Advisory, an estimated $19.8M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2021.