PWB icon

Invesco Large Cap Growth ETF
PWB

Overview Fund Activity

93 hedge funds and large institutions have $305M invested in Invesco Large Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
33
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Prism Advisors
California
+$10.1M
2
Ameriprise
Ameriprise
Minnesota
+$6.44M
3
PAG
Private Advisor Group
New Jersey
+$6.23M
4
AG
Advisor Group
Arizona
+$2.39M
5
TFS
TrustCore Financial Services
Tennessee
+$2.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$17.5M
2
CWM
CMH Wealth Management
New Hampshire
-$4.76M
3
ACM
Avalon Capital Management
California
-$3.02M
4
Morgan Stanley
Morgan Stanley
New York
-$2.06M
5
Citadel Advisors
Citadel Advisors
Florida
-$906K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71.6M -$2.06M -42,789 -3%
Ameriprise
2
Ameriprise
Minnesota
$23.6M +$6.44M +133,697 +37%
UCFA
3
United Capital Financial Advisors
Texas
$15.2M +$255K +5,291 +2%
Bank of America
4
Bank of America
North Carolina
$15.2M +$516K +10,705 +4%
RJA
5
Raymond James & Associates
Florida
$11.9M +$529K +10,966 +5%
UBS Group
6
UBS Group
Switzerland
$10.6M -$487K -10,101 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$10.6M -$655K -13,574 -6%
WBG
8
Wharton Business Group
Pennsylvania
$10.5M -$35K -725 -0.3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.2M -$196K -4,058 -2%
PA
10
Prism Advisors
California
$10.1M +$10.1M +221,906 New
TFS
11
TrustCore Financial Services
Tennessee
$9.76M +$2.1M +43,453 +27%
PI
12
PFS Investments
Georgia
$9.29M +$1.64M +33,984 +21%
PAG
13
Private Advisor Group
New Jersey
$7.87M +$6.23M +129,066 +378%
Wells Fargo
14
Wells Fargo
California
$7.65M +$199K +4,132 +3%
AG
15
Advisor Group
Arizona
$6.88M +$2.39M +49,504 +53%
LPL Financial
16
LPL Financial
California
$6.69M +$510K +10,563 +8%
FHC
17
First Heartland Consultants
Missouri
$6.16M +$954K +19,773 +18%
CWM
18
CMH Wealth Management
New Hampshire
$5.14M -$4.76M -98,098 -48%
PS
19
Portfolio Strategies
New York
$3.84M -$24.4K -506 -0.6%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$3.57M -$330K -6,849 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.56M +$356K +7,390 +11%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$3.39M +$304K +6,262 +10%
BTS
23
BB&T Securities
Virginia
$3.16M -$120K -2,483 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.93M +$395K +8,195 +16%
Goldman Sachs
25
Goldman Sachs
New York
$2.8M -$7.91K -164 -0.3%
1
2 3 4 5