Invesco Large Cap Growth ETF
42 hedge funds and large institutions have $144M invested in Invesco Large Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more funds holding
Funds holding: 36 → 42 (+6)
15% more capital invested
Capital invested by funds: $125M → $144M (+$19.3M)
1.56% more ownership
Funds ownership: 46.91% → 48.46% (+1.6%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$13.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.04M |
| 3 |
Jane Street
New York
|
+$1.17M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$924K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$832K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.35M |
| 2 |
Morgan Stanley
New York
|
-$1.31M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$114K |
| 4 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$89.8K |
| 5 |
Barclays
London,
United Kingdom
|
-$72.6K |
PWB Hedge Fund Activity: Q1 2014 in Review
42 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2014, worth a combined $144M — up 15% from $125M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PWB positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Pacific Financial Group, opening a new position worth an estimated $13.2M. The largest seller was Invesco, cutting an estimated $1.35M.
- 42 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2014, up from 36 in Q4 2013.
- Funds reported $144M of Invesco Large Cap Growth ETF stock for Q1 2014, up 15% quarter-over-quarter.
- 7 funds opened new Invesco Large Cap Growth ETF positions in Q1 2014 and 1 closed out, a net change of +6 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q1 2014 was Pacific Financial Group, an estimated $13.2M added.
- The largest Invesco Large Cap Growth ETF seller in Q1 2014 was Invesco, an estimated $1.35M sold.
Based on aggregated 13F filings for Q1 2014.