Invesco Large Cap Growth ETF
36 hedge funds and large institutions have $111M invested in Invesco Large Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.
9% more capital invested
Capital invested by funds: $102M → $111M (+$8.85M)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 47.13% → 46.98% (-0.16%)
10% less funds holding
Funds holding: 40 → 36 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.49M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$420K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$359K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$342K |
| 5 |
LPL Financial
San Diego,
California
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$691K |
| 4 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$465K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$346K |
PWB Hedge Fund Activity: Q3 2013 in Review
36 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2013, worth a combined $111M — up 8.7% from $102M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PWB and 3 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $2.49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.3M sold.
- 36 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2013, down from 40 in Q2 2013.
- Funds reported $111M of Invesco Large Cap Growth ETF stock for Q3 2013, up 8.7% quarter-over-quarter.
- 3 funds opened new Invesco Large Cap Growth ETF positions in Q3 2013 and 6 closed out, a net change of -3 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q3 2013 was Morgan Stanley, an estimated $2.49M added.
- The largest Invesco Large Cap Growth ETF seller in Q3 2013 was Susquehanna International Group, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2013.