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Invesco Large Cap Growth ETF

109 hedge funds and large institutions have $371M invested in Invesco Large Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $336M → $371M (+$34.7M)

6% more funds holding

Funds holding: 103109 (+6)

0.1% more ownership

Funds ownership: 49.44%49.54% (+0.1%)

58% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 45

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
45
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.4M -$4.33M -72,731 -8%
LPL Financial
2
LPL Financial
California
$50.7M -$1.01M -16,966 -2%
Bank of America
3
Bank of America
North Carolina
$25.6M -$3.43M -57,643 -12%
RJA
4
Raymond James & Associates
Florida
$22.3M -$716K -12,010 -3%
UCFA
5
United Capital Financial Advisors
Texas
$21.5M +$117K +1,971 +0.6%
UBS Group
6
UBS Group
Switzerland
$14.3M -$123K -2,063 -0.9%
Ameriprise
7
Ameriprise
Minnesota
$13.8M -$1.27M -21,354 -9%
WBG
8
Wharton Business Group
Pennsylvania
$11.8M -$401K -6,725 -3%
Wells Fargo
9
Wells Fargo
California
$10.7M -$117K -1,958 -1%
AIP
10
Almanack Investment Partners
Pennsylvania
$9.41M +$8.83M +148,235 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.35M +$221K +3,702 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.28M -$432K -7,250 -5%
PA
13
Prism Advisors
California
$9.23M +$328K +5,510 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.05M +$633K +10,625 +8%
PAG
15
Private Advisor Group
New Jersey
$8.76M -$2.32M -38,865 -22%
TFS
16
TrustCore Financial Services
Tennessee
$7.96M -$1.99M -33,355 -21%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$7.93M -$409K -6,868 -5%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$7.62M
Osaic Holdings
19
Osaic Holdings
Arizona
$6.53M +$1.13M +18,891 +22%
Truist Financial
20
Truist Financial
North Carolina
$5.93M -$102K -1,710 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.6M +$149K +2,496 +3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.26M +$2.3M +38,626 +275%
IFWM
23
Institute for Wealth Management
Colorado
$2.68M -$3.99K -67 -0.2%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$2.44M -$2.98K -50 -0.1%
SWP
25
Stratos Wealth Partners
Ohio
$2.21M +$19.8K +332 +0.9%

PWB Hedge Fund Activity: Q3 2020 in Review

109 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2020, worth a combined $371M — up 10% from $336M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PWB positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 45 trimmed.

The largest buyer was Almanack Investment Partners, opening a new position worth an estimated $8.83M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 109 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2020, up from 103 in Q2 2020.
  • Funds reported $371M of Invesco Large Cap Growth ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 11 funds opened new Invesco Large Cap Growth ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2020 was Almanack Investment Partners, an estimated $8.83M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2020.