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Invesco Large Cap Growth ETF

66 hedge funds and large institutions have $212M invested in Invesco Large Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 6566 (+1)

0.76% more ownership

Funds ownership: 48.93%49.69% (+0.76%)

5% less capital invested

Capital invested by funds: $222M → $212M (-$10.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
23
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.5M -$1.89M -60,874 -4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$23.5M +$1.6M +51,442 +7%
UCFA
3
United Capital Financial Advisors
Texas
$19.5M +$20.8K +671 +0.1%
Bank of America
4
Bank of America
North Carolina
$13.2M -$6.75M -217,528 -34%
RJA
5
Raymond James & Associates
Florida
$10.4M +$380K +12,245 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10M +$287K +9,264 +3%
WBG
7
Wharton Business Group
Pennsylvania
$9.74M -$832K -26,825 -8%
LPL Financial
8
LPL Financial
California
$7.11M -$2.66M -85,856 -28%
HI
9
Horizon Investments
North Carolina
$7.04M +$302K +9,753 +5%
UBS Group
10
UBS Group
Switzerland
$6.92M -$643K -20,729 -9%
Wells Fargo
11
Wells Fargo
California
$6.12M +$384K +12,396 +7%
VFA
12
Voya Financial Advisors
Connecticut
$5.77M +$327K +10,549 +6%
RAM
13
Riggs Asset Management
Pennsylvania
$5.52M -$3.76M -121,398 -41%
FA
14
FDx Advisors
Illinois
$4.7M +$374K +12,051 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.45M +$98.8K +3,187 +2%
Ameriprise
16
Ameriprise
Minnesota
$4.07M +$775K +24,982 +24%
BTS
17
BB&T Securities
Virginia
$2.41M -$24.7K -797 -1%
PAG
18
Private Advisor Group
New Jersey
$2.36M +$352K +11,346 +18%
FFS
19
Founders Financial Securities
Maryland
$2.34M +$75K +2,419 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.19M +$64.8K +2,089 +3%
CWM
21
Concert Wealth Management
California
$1.51M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.21M +$152K +4,911 +15%
CS
23
Credit Suisse
Switzerland
$1.15M +$1.14M +36,665 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.12M +$386K +12,462 +53%
Goldman Sachs
25
Goldman Sachs
New York
$1.11M -$34.9K -1,126 -3%