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Invesco Large Cap Growth ETF

83 hedge funds and large institutions have $244M invested in Invesco Large Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

19% more funds holding

Funds holding: 7083 (+13)

15% more capital invested

Capital invested by funds: $213M → $244M (+$31.1M)

1.71% more ownership

Funds ownership: 44.29%46% (+1.7%)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

Holders
83
Holders Change
+13
Holders Change %
+18.57%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
24
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59M +$5.47M +134,888 +10%
UCFA
2
United Capital Financial Advisors
Texas
$24.7M -$318K -7,842 -1%
BTS
3
BB&T Securities
Virginia
$12.6M +$301K +7,414 +2%
Bank of America
4
Bank of America
North Carolina
$12.6M +$431K +10,624 +4%
RJA
5
Raymond James & Associates
Florida
$10.9M -$76.1K -1,877 -0.7%
LPL Financial
6
LPL Financial
California
$10.8M +$575K +14,176 +6%
WBG
7
Wharton Business Group
Pennsylvania
$10.1M +$697K +17,180 +7%
Ameriprise
8
Ameriprise
Minnesota
$9.94M +$2.73M +67,417 +39%
CWM
9
CMH Wealth Management
New Hampshire
$9.41M -$83.3K -2,055 -0.9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$9.31M +$1.28M +31,538 +16%
UBS Group
11
UBS Group
Switzerland
$7.64M -$269K -6,628 -3%
HI
12
Horizon Investments
North Carolina
$5.55M -$568K -14,020 -8%
TFS
13
TrustCore Financial Services
Tennessee
$5.42M +$5.29M +130,573 New
Wells Fargo
14
Wells Fargo
California
$5.06M -$206K -5,076 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.67M +$303K +7,474 +7%
VFA
16
Voya Financial Advisors
Connecticut
$4.28M -$64.1K -1,581 -2%
PI
17
PFS Investments
Georgia
$3.65M +$3.3M +81,443 New
AG
18
Advisor Group
Arizona
$3.52M +$303K +7,477 +10%
FA
19
FDx Advisors
Illinois
$2.73M -$149K -3,673 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.59M -$602K -14,839 -19%
Goldman Sachs
21
Goldman Sachs
New York
$2.4M
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.24M +$278K +6,862 +15%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.92M +$99.6K +2,457 +6%
IFWM
24
Institute for Wealth Management
Colorado
$1.89M -$4.05K -100 -0.2%
UWPG
25
Ullmann Wealth Partners Group
Florida
$1.54M -$560K -13,816 -27%