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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.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

7% more funds holding

Funds holding: 8389 (+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: 22 (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%)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
28
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.2M -$617K -14,184 -1%
UCFA
2
United Capital Financial Advisors
Texas
$25.3M -$196K -4,506 -0.8%
Ameriprise
3
Ameriprise
Minnesota
$13.7M +$3.61M +82,973 +35%
Bank of America
4
Bank of America
North Carolina
$12.9M -$48K -1,103 -0.4%
RJA
5
Raymond James & Associates
Florida
$11.1M -$81.8K -1,882 -0.7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.56M -$40.2K -925 -0.4%
WBG
7
Wharton Business Group
Pennsylvania
$9.54M -$1.37M -31,535 -12%
CWM
8
CMH Wealth Management
New Hampshire
$8.16M -$1.32M -30,470 -14%
UBS Group
9
UBS Group
Switzerland
$7.48M -$403K -9,263 -5%
LPL Financial
10
LPL Financial
California
$7.15M -$4.03M -92,749 -36%
TFS
11
TrustCore Financial Services
Tennessee
$6.43M +$862K +19,836 +15%
Wells Fargo
12
Wells Fargo
California
$5.77M +$560K +12,881 +11%
PI
13
PFS Investments
Georgia
$5.62M +$2.16M +49,659 +61%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.19M +$391K +8,986 +8%
FHC
15
First Heartland Consultants
Missouri
$4.44M +$4.52M +103,888 New
VFA
16
Voya Financial Advisors
Connecticut
$4.14M -$185K -4,250 -4%
AG
17
Advisor Group
Arizona
$3.96M +$343K +7,898 +9%
PAG
18
Private Advisor Group
New Jersey
$3.63M +$2.28M +52,398 +161%
BTS
19
BB&T Securities
Virginia
$2.96M -$10.2M -234,989 -77%
HI
20
Horizon Investments
North Carolina
$2.7M -$4.13M -94,883 -60%
FA
21
FDx Advisors
Illinois
$2.67M -$144K -3,303 -5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.51M +$203K +4,668 +9%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.48M -$198K -4,551 -7%
Goldman Sachs
24
Goldman Sachs
New York
$2.48M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.4M +$1.2M +27,706 +99%