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Invesco Large Cap Growth ETF

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: 109112 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Barnett & Company
Tennessee
$47K +$45.1K +700 New
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$35K
CAGAS
103
Capital Advisory Group Advisory Services
Minnesota
$34K
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$34K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$33K -$322 -5 -1%
BCMIO
106
Beacon Capital Management Inc (Ohio)
Ohio
$32K -$258 -4 -0.8%
IRC
107
Investors Research Corp
Georgia
$22K +$9.74K +151 +85%
AIC
108
Archer Investment Corporation
Indiana
$18.9K -$9.55K -148 -35%
JCM
109
Jacobi Capital Management
Pennsylvania
$14K +$12.9K +200 New
MRCM
110
M&R Capital Management
New Jersey
$13K +$129 +2 +1%
AWA
111
Arkadios Wealth Advisors
Georgia
$13K +$12.7K +197 New
COCM
112
Charter Oak Capital Management
New Hampshire
$5K +$4.45K +69 New
GEA
113
Glen Eagle Advisors
New Jersey
$3.72K +$3.55K +55 New
MNBTD
114
Moody National Bank Trust Division
Texas
-$734K -11,853 Closed
AAS
115
Avantax Advisory Services
Texas
-$689K -11,102 Closed
BRWM
116
B. Riley Wealth Management
Tennessee
-$450K -7,276 Closed
BSW
117
Buckingham Strategic Wealth
Missouri
-$260K -4,196 Closed
DAS
118
Dynamic Advisor Solutions
Arizona
-$206K -3,327 Closed
BA
119
Bristlecone Advisors
Washington
-$162K -2,612 Closed

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.