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Invesco Large Cap Growth ETF

107 hedge funds and large institutions have $401M invested in Invesco Large Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $368M → $401M (+$33.3M)

5.09% more ownership

Funds ownership: 47.99%53.09% (+5.1%)

4% less funds holding

Funds holding: 111107 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
11
Increased
38
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.2M -$4.84M -98,941 -8%
Bank of America
2
Bank of America
North Carolina
$25.8M +$2.68M +54,819 +11%
PAG
3
Private Advisor Group
New Jersey
$22.9M +$12.5M +255,553 +117%
Ameriprise
4
Ameriprise
Minnesota
$20.3M -$599K -12,240 -3%
BTS
5
BB&T Securities
Virginia
$19.1M -$664K -13,576 -3%
UCFA
6
United Capital Financial Advisors
Texas
$15.6M +$25.6K +524 +0.2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.9M +$2.1M +43,004 +16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.8M +$304K +6,219 +2%
RJA
9
Raymond James & Associates
Florida
$13.8M +$175K +3,568 +1%
PI
10
PFS Investments
Georgia
$13.7M +$1.05M +21,480 +8%
UBS Group
11
UBS Group
Switzerland
$13.4M -$413K -8,438 -3%
LPL Financial
12
LPL Financial
California
$11.5M +$4.52M +92,295 +63%
PA
13
Prism Advisors
California
$11M -$816K -16,674 -7%
TFS
14
TrustCore Financial Services
Tennessee
$10.4M -$240K -4,907 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.3M -$276K -5,635 -3%
AG
16
Advisor Group
Arizona
$10.1M +$917K +18,745 +10%
WBG
17
Wharton Business Group
Pennsylvania
$9.86M -$13.7K -280 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.48M +$1.27M +26,018 +17%
MFS
19
Madrona Financial Services
Washington
$8.13M +$8.23M +168,121 New
MF
20
Madrona Funds
Washington
$8.13M +$8.23M +168,121 New
Wells Fargo
21
Wells Fargo
California
$8.06M -$349K -7,141 -4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$7.62M
FHC
23
First Heartland Consultants
Missouri
$6.89M +$227K +4,637 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$5.83M -$2.2M -44,939 -27%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.74M +$4.5K +92 +0.1%