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Invesco Large Cap Growth ETF
121 hedge funds and large institutions have $355M invested in Invesco Large Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.92% more ownership
Funds ownership: 54.92% → 56.84% (+1.9%)
0% less capital invested
Capital invested by funds: $356M → $355M (-$962K)
5% less funds holding
Funds holding: 128 → 121 (-7)
11% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 37
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
33
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$7.39M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$5.57M |
| 3 |
Morgan Stanley
New York
|
+$2.89M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.17M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$1.43M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWC
126
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$176K | -2,487 | Closed |
|
|
PPC
127
Park Place Capital
Homewood,
Alabama
| – | -$128K | -1,816 | Closed |
|
128
Bessemer Group
Woodbridge,
New Jersey
| – | -$79K | -1,125 | Closed |
|
|
RI
129
Ridgewood Investments
Springfield,
New Jersey
| – | -$50.2K | -711 | Closed |
|
|
TAIM
130
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$45K | -638 | Closed |
|
|
TFP
131
Tilia Fiduciary Partners
Wilmington,
North Carolina
| – | -$12K | -170 | Closed |
|
|
MA
132
Montag & Associates
Atlanta,
Georgia
| – | -$565 | -8 | Closed |
|