Invesco Large Cap Growth ETF
103 hedge funds and large institutions have $336M invested in Invesco Large Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
15% more capital invested
Capital invested by funds: $292M → $336M (+$44.5M)
3% more funds holding
Funds holding: 100 → 103 (+3)
1.66% less ownership
Funds ownership: 51.1% → 49.44% (-1.7%)
18% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 38
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.19M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.98M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.51M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$780K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$670K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.02M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.73M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.16M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.87M |
| 5 |
Morgan Stanley
New York
|
-$2.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
William Blair & Company
Chicago,
Illinois
| $7K | – | – | – |
|
|
IRC
102
Investors Research Corp
Atlanta,
Georgia
| $6K | +$1.06K | +21 | +25% |
|
103
Fidelity Investments
Boston,
Massachusetts
| $5K | -$704 | -14 | -13% |
|
|
CFG
104
Citizens Financial Group
Providence,
Rhode Island
| $5K | – | – | – |
|
105
Goldman Sachs
New York
| – | -$788K | -18,000 | Closed |
|
|
BRWM
106
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$450K | -10,276 | Closed |
|
|
ASN
107
Advisory Services Network
Atlanta,
Georgia
| – | -$65K | -1,475 | Closed |
|
|
DWM
108
Darwin Wealth Management
Tampa,
Florida
| – | -$11K | -255 | Closed |
|
|
PO
109
Private Ocean
San Rafael,
California
| – | -$6K | -155 | Closed |
|
|
AIC
110
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$6K | -141 | Closed |
|
|
SF
111
Synovus Financial
Columbus,
Georgia
| – | -$6K | -128 | Closed |
|
PWB Hedge Fund Activity: Q2 2020 in Review
103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2020, worth a combined $336M — up 15% from $292M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PWB positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 38 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.19M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.02M.
- 103 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2020, up from 100 in Q1 2020.
- Funds reported $336M of Invesco Large Cap Growth ETF stock for Q2 2020, up 15% quarter-over-quarter.
- 10 funds opened new Invesco Large Cap Growth ETF positions in Q2 2020 and 7 closed out, a net change of +3 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q2 2020 was Raymond James & Associates, an estimated $2.19M added.
- The largest Invesco Large Cap Growth ETF seller in Q2 2020 was Commonwealth Equity Services, an estimated $7.02M sold.
Based on aggregated 13F filings for Q2 2020.