Invesco Large Cap Growth ETF
89 hedge funds and large institutions have $251M invested in Invesco Large Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
7% more funds holding
Funds holding: 83 → 89 (+6)
3% more capital invested
Capital invested by funds: $244M → $251M (+$7.11M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 31
1.43% less ownership
Funds ownership: 46% → 44.57% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$4.52M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.61M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.28M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.21M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$10.2M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$4.13M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.03M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$1.37M |
| 5 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$1.32M |
PWB Hedge Fund Activity: Q1 2018 in Review
89 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2018, worth a combined $251M — up 2.9% from $244M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PWB positions and 5 closed out — a net gain of 7 holders — while 28 added to existing stakes and 31 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $4.52M. The largest seller was BB&T Securities, cutting an estimated $10.2M.
- 89 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2018, up from 83 in Q4 2017.
- Funds reported $251M of Invesco Large Cap Growth ETF stock for Q1 2018, up 2.9% quarter-over-quarter.
- 12 funds opened new Invesco Large Cap Growth ETF positions in Q1 2018 and 5 closed out, a net change of +7 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q1 2018 was First Heartland Consultants, an estimated $4.52M added.
- The largest Invesco Large Cap Growth ETF seller in Q1 2018 was BB&T Securities, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2018.