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Invesco Large Cap Growth ETF

70 hedge funds and large institutions have $213M invested in Invesco Large Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $207M → $213M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.33% less ownership

Funds ownership: 46.62%44.29% (-2.3%)

4% less funds holding

Funds holding: 7370 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
18
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.1M -$105K -2,797 -0.2%
UCFA
2
United Capital Financial Advisors
Texas
$23.5M -$244K -6,502 -1%
BTS
3
BB&T Securities
Virginia
$11.6M -$884K -23,563 -7%
Bank of America
4
Bank of America
North Carolina
$11.4M -$1.68M -44,727 -13%
RJA
5
Raymond James & Associates
Florida
$10.3M -$1.4M -37,363 -12%
LPL Financial
6
LPL Financial
California
$9.57M -$751 -20 -0%
WBG
7
Wharton Business Group
Pennsylvania
$9.25M -$692K -18,445 -7%
CWM
8
CMH Wealth Management
New Hampshire
$8.89M +$52.4K +1,395 +0.6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.51M -$2.75M -73,181 -28%
UBS Group
10
UBS Group
Switzerland
$7.43M -$44.1K -1,175 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$6.66M +$2.74M +73,028 +75%
HI
12
Horizon Investments
North Carolina
$6.05M +$353K +9,413 +6%
Wells Fargo
13
Wells Fargo
California
$4.95M -$935K -24,907 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.09M +$237K +6,326 +6%
VFA
15
Voya Financial Advisors
Connecticut
$4.04M -$45.9K -1,223 -1%
PAG
16
Private Advisor Group
New Jersey
$3.67M -$39.9K -1,062 -1%
AG
17
Advisor Group
Arizona
$3.01M +$1.76M +46,802 +153%
JP Morgan Chase
18
JP Morgan Chase
New York
$3M -$144K -3,842 -5%
FA
19
FDx Advisors
Illinois
$2.71M -$147K -3,924 -5%
Goldman Sachs
20
Goldman Sachs
New York
$2.26M +$2.17M +57,951 New
SB
21
Suntrust Banks
Georgia
$2.14M -$618K -16,473 -19%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.84M +$46.1K +1,229 +3%
IFWM
23
Institute for Wealth Management
Colorado
$1.78M
MML Investors Services
24
MML Investors Services
Massachusetts
$1.71M +$109K +2,900 +7%
UWPG
25
Ullmann Wealth Partners Group
Florida
$1.62M +$325K +8,656 +20%

PWB Hedge Fund Activity: Q3 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2017, worth a combined $213M — up 2.8% from $207M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PWB and 6 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 18 added.

The largest buyer was Ameriprise, adding an estimated $2.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.93M sold.

  • 70 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2017, down from 73 in Q2 2017.
  • Funds reported $213M of Invesco Large Cap Growth ETF stock for Q3 2017, up 2.8% quarter-over-quarter.
  • 6 funds opened new Invesco Large Cap Growth ETF positions in Q3 2017 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2017 was Ameriprise, an estimated $2.74M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2017 was Susquehanna International Group, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2017.