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Invesco Large Cap Growth ETF

112 hedge funds and large institutions have $385M invested in Invesco Large Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 109112 (+3)

4% more capital invested

Capital invested by funds: $371M → $385M (+$14.4M)

0.9% more ownership

Funds ownership: 49.54%50.44% (+0.9%)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
28
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59.2M +$864K +13,402 +2%
LPL Financial
2
LPL Financial
California
$27.8M -$26.2M -406,779 -50%
Bank of America
3
Bank of America
North Carolina
$27.7M -$234K -3,630 -0.9%
RJA
4
Raymond James & Associates
Florida
$24.4M +$31.3K +486 +0.1%
UCFA
5
United Capital Financial Advisors
Texas
$23.6M +$184K +2,860 +0.8%
IA
6
IAM Advisory
Pennsylvania
$18.6M +$17.2M +266,483 New
UBS Group
7
UBS Group
Switzerland
$15.4M -$172K -2,672 -1%
Wells Fargo
8
Wells Fargo
California
$14M +$2.26M +35,018 +20%
Ameriprise
9
Ameriprise
Minnesota
$14M -$1.38M -21,397 -10%
WBG
10
Wharton Business Group
Pennsylvania
$12M -$840K -13,020 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.27M +19,742 +13%
AIP
12
Almanack Investment Partners
Pennsylvania
$10.1M +$77.8K +1,206 +0.8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.62M -$563K -8,727 -6%
PA
14
Prism Advisors
California
$9.57M -$479K -7,429 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.44M -$653K -10,125 -7%
PAG
16
Private Advisor Group
New Jersey
$8.7M -$827K -12,823 -9%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$8.68M +$16.2K +251 +0.2%
TFS
18
TrustCore Financial Services
Tennessee
$7.82M -$830K -12,863 -10%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$7.62M
Truist Financial
20
Truist Financial
North Carolina
$6.24M -$228K -3,539 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.24M -$1.8M -27,889 -26%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.13M -$850K -13,173 -18%
IFWM
23
Institute for Wealth Management
Colorado
$2.77M -$142K -2,201 -5%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$2.74M +$70.8K +1,098 +3%
FAIM
25
Financial Advocates Investment Management
Washington
$2.03M +$24.6K +382 +1%

PWB Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2020, worth a combined $385M — up 3.9% from $371M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PWB positions and 6 closed out — a net gain of 4 holders — while 28 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was LPL Financial, cutting an estimated $26.2M.

  • 112 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2020, up from 109 in Q3 2020.
  • Funds reported $385M of Invesco Large Cap Growth ETF stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 10 funds opened new Invesco Large Cap Growth ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2020 was Wells Fargo, an estimated $2.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2020 was LPL Financial, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2020.