Invesco Large Cap Growth ETF
67 hedge funds and large institutions have $205M invested in Invesco Large Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 6 closing their positions.
2% more capital invested
Capital invested by funds: $201M → $205M (+$3.79M)
1.15% less ownership
Funds ownership: 49.12% → 47.97% (-1.2%)
3% less funds holding
Funds holding: 69 → 67 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
48% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$8.87M |
| 2 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
+$5.11M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.13M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.01M |
| 5 |
LPL Financial
San Diego,
California
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$7.52M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.6M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.23M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.2M |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$2.03M |
PWB Hedge Fund Activity: Q1 2017 in Review
67 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2017, worth a combined $205M — up 1.9% from $201M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PWB and 5 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 16 added.
The largest buyer was BB&T Securities, adding an estimated $8.87M. The largest seller was Horizon Investments, cutting an estimated $7.52M.
- 67 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2017, down from 69 in Q4 2016.
- Funds reported $205M of Invesco Large Cap Growth ETF stock for Q1 2017, up 1.9% quarter-over-quarter.
- 5 funds opened new Invesco Large Cap Growth ETF positions in Q1 2017 and 6 closed out, a net change of -1 holder.
- The largest Invesco Large Cap Growth ETF buyer in Q1 2017 was BB&T Securities, an estimated $8.87M added.
- The largest Invesco Large Cap Growth ETF seller in Q1 2017 was Horizon Investments, an estimated $7.52M sold.
Based on aggregated 13F filings for Q1 2017.