Invesco Large Cap Growth ETF
93 hedge funds and large institutions have $305M invested in Invesco Large Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 11 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
9% more capital invested
Capital invested by funds: $281M → $305M (+$24.2M)
1% more funds holding
Funds holding: 92 → 93 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.52% less ownership
Funds ownership: 48.6% → 45.08% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Prism Advisors
Studio City,
California
|
+$10.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.28M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.06M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.33M |
| 5 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$17.5M |
| 2 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$4.61M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.02M |
| 4 |
Morgan Stanley
New York
|
-$2.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$906K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
101
Bay Colony Advisors
Concord,
Massachusetts
| – | -$8K | -168 | Closed |
|
|
PCIA
102
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$4K | -91 | Closed |
|
103
SEI Investments
Oaks,
Pennsylvania
| – | -$3K | -67 | Closed |
|
PWB Hedge Fund Activity: Q3 2018 in Review
93 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2018, worth a combined $305M — up 8.6% from $281M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PWB positions and 11 closed out — a net gain of 1 holder — while 33 added to existing stakes and 25 trimmed.
The largest buyer was Prism Advisors, opening a new position worth an estimated $10.4M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $17.5M sold.
- 93 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2018, up from 92 in Q2 2018.
- Funds reported $305M of Invesco Large Cap Growth ETF stock for Q3 2018, up 8.6% quarter-over-quarter.
- 12 funds opened new Invesco Large Cap Growth ETF positions in Q3 2018 and 11 closed out, a net change of +1 holder.
- The largest Invesco Large Cap Growth ETF buyer in Q3 2018 was Prism Advisors, an estimated $10.4M added.
- The largest Invesco Large Cap Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2018.