Invesco Large Cap Growth ETF
121 hedge funds and large institutions have $366M invested in Invesco Large Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
8% more funds holding
Funds holding: 112 → 121 (+9)
0.09% more ownership
Funds ownership: 50.44% → 50.53% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $385M → $366M (-$19.3M)
40% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.61M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.15M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.22M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$855K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$711K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$10.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.37M |
| 4 |
Morgan Stanley
New York
|
-$3.27M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.23M |
PWB Hedge Fund Activity: Q1 2021 in Review
121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2021, worth a combined $366M — down 5% from $385M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PWB positions and 5 closed out — a net gain of 9 holders — while 26 added to existing stakes and 43 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $2.61M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $10.1M sold.
- 121 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2021, up from 112 in Q4 2020.
- Funds reported $366M of Invesco Large Cap Growth ETF stock for Q1 2021, down 5% quarter-over-quarter.
- 14 funds opened new Invesco Large Cap Growth ETF positions in Q1 2021 and 5 closed out, a net change of +9 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q1 2021 was Kestra Advisory Services, an estimated $2.61M added.
- The largest Invesco Large Cap Growth ETF seller in Q1 2021 was Almanack Investment Partners, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2021.