Invesco Large Cap Growth ETF
69 hedge funds and large institutions have $201M invested in Invesco Large Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
8% more funds holding
Funds holding: 64 → 69 (+5)
1.31% less ownership
Funds ownership: 50.43% → 49.12% (-1.3%)
7% less capital invested
Capital invested by funds: $217M → $201M (-$15.5M)
24% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.48M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.4M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$421K |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$414K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$16.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.96M |
| 3 |
Morgan Stanley
New York
|
-$1.99M |
| 4 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$1.92M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.1M |
PWB Hedge Fund Activity: Q4 2016 in Review
69 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2016, worth a combined $201M — down 7.2% from $217M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PWB positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 25 trimmed.
The largest buyer was Credit Suisse, adding an estimated $3.48M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $16.9M.
- 69 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2016, up from 64 in Q3 2016.
- Funds reported $201M of Invesco Large Cap Growth ETF stock for Q4 2016, down 7.2% quarter-over-quarter.
- 11 funds opened new Invesco Large Cap Growth ETF positions in Q4 2016 and 5 closed out, a net change of +6 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q4 2016 was Credit Suisse, an estimated $3.48M added.
- The largest Invesco Large Cap Growth ETF seller in Q4 2016 was Cambridge Investment Research Advisors, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2016.