Invesco Large Cap Growth ETF
59 hedge funds and large institutions have $210M invested in Invesco Large Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
57% more capital invested
Capital invested by funds: $134M → $210M (+$76M)
16% more funds holding
Funds holding: 51 → 59 (+8)
9.28% more ownership
Funds ownership: 40.98% → 50.26% (+9.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$21.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.82M |
| 3 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
+$9.52M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.37M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$1.43M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$308K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$275K |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$245K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$212K |
PWB Hedge Fund Activity: Q4 2015 in Review
59 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2015, worth a combined $210M — up 57% from $134M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PWB positions and 3 closed out — a net gain of 8 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $21.5M. The largest seller was Pacific Financial Group, cutting an estimated $1.43M.
- 59 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2015, up from 51 in Q3 2015.
- Funds reported $210M of Invesco Large Cap Growth ETF stock for Q4 2015, up 57% quarter-over-quarter.
- 11 funds opened new Invesco Large Cap Growth ETF positions in Q4 2015 and 3 closed out, a net change of +8 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q4 2015 was Cambridge Investment Research Advisors, an estimated $21.5M added.
- The largest Invesco Large Cap Growth ETF seller in Q4 2015 was Pacific Financial Group, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2015.