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Invesco Large Cap Growth ETF

103 hedge funds and large institutions have $336M invested in Invesco Large Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $292M → $336M (+$44.5M)

3% more funds holding

Funds holding: 100103 (+3)

1.66% less ownership

Funds ownership: 51.1%49.44% (-1.7%)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
31
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.2M -$2.61M -51,950 -5%
LPL Financial
2
LPL Financial
California
$45.8M -$2.87M -57,106 -6%
Bank of America
3
Bank of America
North Carolina
$25.8M -$1.56M -31,045 -6%
RJA
4
Raymond James & Associates
Florida
$20.4M +$2.19M +43,561 +13%
UCFA
5
United Capital Financial Advisors
Texas
$18.9M +$84.5K +1,680 +0.5%
Ameriprise
6
Ameriprise
Minnesota
$14.4M -$3.16M -62,766 -20%
UBS Group
7
UBS Group
Switzerland
$12.7M -$2.04M -40,578 -15%
WBG
8
Wharton Business Group
Pennsylvania
$10.8M -$115K -2,280 -1%
PAG
9
Private Advisor Group
New Jersey
$9.88M -$1.41M -28,049 -13%
Wells Fargo
10
Wells Fargo
California
$9.54M -$1.46M -29,014 -14%
TFS
11
TrustCore Financial Services
Tennessee
$8.87M -$2.23M -44,398 -22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.6M +$780K +15,493 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.07M -$7.02M -139,489 -49%
PA
14
Prism Advisors
California
$7.86M +$430K +8,540 +6%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$7.62M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.43M +$204K +4,058 +3%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$7.39M -$556K -11,042 -8%
Truist Financial
18
Truist Financial
North Carolina
$5.34M -$271K -5,385 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.74M +$1.98M +39,378 +83%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.94M +$670K +13,323 +23%
IFWM
21
Institute for Wealth Management
Colorado
$2.37M -$1.66K -33 -0.1%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$2.16M -$167K -3,316 -8%
FHC
23
First Heartland Consultants
Missouri
$2.09M -$7.45K -148 -0.4%
Citadel Advisors
24
Citadel Advisors
Florida
$2.07M -$1.45M -28,918 -43%
SWP
25
Stratos Wealth Partners
Ohio
$1.94M +$428K +8,505 +32%

PWB Hedge Fund Activity: Q2 2020 in Review

103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2020, worth a combined $336M — up 15% from $292M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PWB positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.19M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.02M.

  • 103 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2020, up from 100 in Q1 2020.
  • Funds reported $336M of Invesco Large Cap Growth ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 10 funds opened new Invesco Large Cap Growth ETF positions in Q2 2020 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q2 2020 was Raymond James & Associates, an estimated $2.19M added.
  • The largest Invesco Large Cap Growth ETF seller in Q2 2020 was Commonwealth Equity Services, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2020.