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Invesco Large Cap Growth ETF

159 hedge funds and large institutions have $527M invested in Invesco Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $470M → $527M (+$56.9M)

3.1% more ownership

Funds ownership: 57.64%60.73% (+3.1%)

2% more funds holding

Funds holding: 156159 (+3)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
37
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
101
NorthRock Partners
Minnesota
$319K
PPWM
102
Paragon Private Wealth Management
Kentucky
$315K
EWA
103
EverSource Wealth Advisors
Alabama
$312K
EBA
104
Eagle Bay Advisors
New York
$312K
IA
105
IAM Advisory
Pennsylvania
$311K
CCA
106
Carrera Capital Advisors
Michigan
$302K +$286K +3,198 New
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$302K
SPWM
108
Schrum Private Wealth Management
Florida
$288K
PS
109
Principal Securities
Iowa
$285K
GCP
110
GSA Capital Partners
United Kingdom
$281K -$125K -1,400 -32%
Cerity Partners
111
Cerity Partners
New York
$281K
KeyBank National Association
112
KeyBank National Association
Ohio
$277K
IAG
113
Investment Advisory Group
Massachusetts
$264K
SOS
114
Silver Oak Securities
Tennessee
$261K +$152K +1,700 +160%
ECM
115
Exchange Capital Management
Michigan
$243K -$53.9K -603 -19%
PTC
116
Philadelphia Trust Company
Pennsylvania
$236K
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$232K -$34K -380 -13%
DWM
118
Dakota Wealth Management
Florida
$226K
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$219K
CL
120
Choreo LLC
Illinois
$219K
VP
121
Verum Partners
North Carolina
$219K
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$215K -$34.2K -383 -0.2%
ACM
123
Alamar Capital Management
California
$213K +$201K +2,250 New
Citigroup
124
Citigroup
New York
$182K
BL
125
BFSG LLC
California
$179K