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Invesco Large Cap Growth ETF

110 hedge funds and large institutions have $356M invested in Invesco Large Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

24% more capital invested

Capital invested by funds: $288M → $356M (+$68M)

9% more funds holding

Funds holding: 101110 (+9)

3.04% more ownership

Funds ownership: 45.88%48.92% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
37
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.2M -$830K -18,254 -1%
Bank of America
2
Bank of America
North Carolina
$22.4M +$2.14M +47,125 +11%
Ameriprise
3
Ameriprise
Minnesota
$19.6M +$1.41M +31,075 +8%
BTS
4
BB&T Securities
Virginia
$18.7M +$1.37M +30,228 +8%
UCFA
5
United Capital Financial Advisors
Texas
$15.2M +$10.9K +240 +0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14M +$7.64M +168,020 +132%
UBS Group
7
UBS Group
Switzerland
$13.4M +$545K +11,978 +4%
RJA
8
Raymond James & Associates
Florida
$13.2M -$1.66M -36,559 -12%
PI
9
PFS Investments
Georgia
$11.3M +$2.3M +50,679 +27%
PA
10
Prism Advisors
California
$11.3M +$53.4K +1,175 +0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.5M -$437K -9,611 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.4M +$1.85M +40,765 +23%
TFS
13
TrustCore Financial Services
Tennessee
$9.9M +$439K +9,658 +5%
WBG
14
Wharton Business Group
Pennsylvania
$9.79M -$10K -220 -0.1%
PAG
15
Private Advisor Group
New Jersey
$9.44M +$9.04M +198,897 New
Wells Fargo
16
Wells Fargo
California
$8.5M -$810K -17,821 -9%
AG
17
Advisor Group
Arizona
$8.39M +$1.31M +28,889 +20%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$7.62M +$4.65M +102,267 New
FHC
19
First Heartland Consultants
Missouri
$6.57M +$280K +6,166 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.52M +$1.11M +24,367 +22%
LPL Financial
21
LPL Financial
California
$6.14M -$473K -10,412 -7%
Goldman Sachs
22
Goldman Sachs
New York
$4.75M
PS
23
Portfolio Strategies
New York
$3.7M -$32K -704 -0.9%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.69M +$254K +5,589 +8%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$3.55M +$58.2K +1,280 +2%

PWB Hedge Fund Activity: Q1 2019 in Review

110 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2019, worth a combined $356M — up 24% from $288M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PWB positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.51M sold.

  • 110 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $356M of Invesco Large Cap Growth ETF stock for Q1 2019, up 24% quarter-over-quarter.
  • 18 funds opened new Invesco Large Cap Growth ETF positions in Q1 2019 and 9 closed out, a net change of +9 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2019 was Private Advisor Group, an estimated $9.04M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2019 was Susquehanna International Group, an estimated $5.51M sold.

Based on aggregated 13F filings for Q1 2019.