We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF

107 hedge funds and large institutions have $346M invested in Invesco Large Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

0% more funds holding

Funds holding: 107107 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

6.19% less ownership

Funds ownership: 53.09%46.89% (-6.2%)

14% less capital invested

Capital invested by funds: $401M → $346M (-$55.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
16
Increased
33
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
CFM Wealth Partners
Texas
$12K +$10.8K +220 New
MRCM
102
M&R Capital Management
New Jersey
$10K -$22.9K -466 -70%
RAM
103
Riggs Asset Management
Pennsylvania
$10K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$7K -$9.06K -184 -58%
TAIM
105
TD Ameritrade Investment Management
Nebraska
$7K +$4.92K +100 +270%
William Blair & Company
106
William Blair & Company
Illinois
$6K
NFG
107
Next Financial Group
Texas
$3K
IRC
108
Investors Research Corp
Georgia
$1K +$640 +13 +108%
PI
109
PFS Investments
Georgia
-$13.7M -282,681 Closed
HI
110
Horizon Investments
North Carolina
-$2.99M -61,887 Closed
FFS
111
Founders Financial Securities
Maryland
-$2.24M -46,357 Closed
Jane Street
112
Jane Street
New York
-$867K -17,929 Closed
PFG
113
Pacific Financial Group
Washington
-$313K -6,469 Closed
DAS
114
Dynamic Advisor Solutions
Arizona
-$234K -4,850 Closed
FAAS
115
First Allied Advisory Services
California
-$166K -3,439 Closed
PW
116
Price Wealth
Texas
-$143K -2,965 Closed
GWAG
117
Garrett Wealth Advisory Group
Texas
-$102K -2,107 Closed
CCM
118
Cribstone Capital Management
Maine
-$16K -330 Closed
BC
119
Barnett & Company
Tennessee
-$12K -250 Closed
IA
120
IFP Advisors
Florida
-$5.02K -102 Closed
AIC
121
Ameritas Investment Company
Nebraska
-$5K -96 Closed

PWB Hedge Fund Activity: Q4 2019 in Review

107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2019, worth a combined $346M — down 14% from $401M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 13 closed out — a net gain of 3 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $5.23M. The largest seller was PFS Investments, exiting entirely with an estimated $13.7M sold.

  • 107 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $346M of Invesco Large Cap Growth ETF stock for Q4 2019, down 14% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q4 2019 and 13 closed out, a net change of +3 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $5.23M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2019 was PFS Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2019.