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.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+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: 111 → 107 (-4)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$12.5M |
| 2 |
MFS
Madrona Financial Services
Everett,
Washington
|
+$8.23M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.68M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.84M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.2M |
| 3 |
PA
Prism Advisors
Studio City,
California
|
-$816K |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$812K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$664K |
PWB Hedge Fund Activity: Q3 2019 in Review
107 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2019, worth a combined $401M — up 9% from $368M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PWB and 11 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 38 added.
The largest buyer was Private Advisor Group, adding an estimated $12.5M. The largest seller was Morgan Stanley, cutting an estimated $4.84M.
- 107 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2019, down from 111 in Q2 2019.
- Funds reported $401M of Invesco Large Cap Growth ETF stock for Q3 2019, up 9% quarter-over-quarter.
- 11 funds opened new Invesco Large Cap Growth ETF positions in Q3 2019 and 15 closed out, a net change of -4 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q3 2019 was Private Advisor Group, an estimated $12.5M added.
- The largest Invesco Large Cap Growth ETF seller in Q3 2019 was Morgan Stanley, an estimated $4.84M sold.
Based on aggregated 13F filings for Q3 2019.