Invesco Large Cap Growth ETF
124 hedge funds and large institutions have $401M invested in Invesco Large Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 10 closing their positions.
7% more capital invested
Capital invested by funds: $375M → $401M (+$25.9M)
2.77% more ownership
Funds ownership: 48.3% → 51.07% (+2.8%)
3% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 34
2% less funds holding
Funds holding: 127 → 124 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| 1 |
IA
IAM Advisory
Easton,
Pennsylvania
|
+$19.8M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$10.1M |
| 3 |
Goldman Sachs
New York
|
+$6.93M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.89M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$838K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
126
Tidal Investments
Milwaukee,
Wisconsin
| – | -$244K | -3,271 | Closed |
|
127
Jane Street
New York
| – | -$242K | -3,249 | Closed |
|
128
CIBC World Market
Toronto,
Ontario, Canada
| – | -$241K | -3,237 | Closed |
|
|
ASN
129
Advisory Services Network
Atlanta,
Georgia
| – | -$110K | -1,475 | Closed |
|
|
WP
130
WealthShield Partners
Cary,
North Carolina
| – | -$47K | -634 | Closed |
|
|
AIP
131
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$44K | -595 | Closed |
|
|
SB
132
Strategic Blueprint
Atlanta,
Georgia
| – | -$10K | -138 | Closed |
|
|
ACM
133
Anfield Capital Management
Irvine,
California
| – | -$9K | -118 | Closed |
|
|
SWG
134
Summit Wealth Group
White River Junction,
Vermont
| – | -$6K | -76 | Closed |
|
PWB Hedge Fund Activity: Q3 2021 in Review
124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2021, worth a combined $401M — up 6.9% from $375M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PWB and 8 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 33 added.
The largest buyer was IAM Advisory, opening a new position worth an estimated $19.8M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.
- 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2021, down from 127 in Q2 2021.
- Funds reported $401M of Invesco Large Cap Growth ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
- 8 funds opened new Invesco Large Cap Growth ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q3 2021 was IAM Advisory, an estimated $19.8M added.
- The largest Invesco Large Cap Growth ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.14M sold.
Based on aggregated 13F filings for Q3 2021.