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Invesco Large Cap Growth ETF

127 hedge funds and large institutions have $375M invested in Invesco Large Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

5% more funds holding

Funds holding: 121127 (+6)

2% more capital invested

Capital invested by funds: $366M → $375M (+$8.8M)

2.23% less ownership

Funds ownership: 50.53%48.3% (-2.2%)

36% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 39

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
25
Reduced
39
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
$60.5M -$1.07M -15,056 -2%
Bank of America
2
Bank of America
North Carolina
$27.4M +$567K +7,982 +2%
UCFA
3
United Capital Financial Advisors
Texas
$27.3M +$313K +4,407 +1%
RJA
4
Raymond James & Associates
Florida
$24.6M -$1.41M -19,856 -6%
LPL Financial
5
LPL Financial
California
$22.8M -$151K -2,120 -0.7%
UBS Group
6
UBS Group
Switzerland
$17.2M +$295K +4,148 +2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$13.5M +$555K +7,815 +5%
Wells Fargo
8
Wells Fargo
California
$13.3M +$296K +4,164 +2%
WBG
9
Wharton Business Group
Pennsylvania
$12.9M -$299K -4,210 -2%
Ameriprise
10
Ameriprise
Minnesota
$11.4M -$3.36M -47,312 -24%
PA
11
Prism Advisors
California
$11M +$402K +5,663 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.6M +$146K +2,051 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.8M -$265K -3,729 -3%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$9.02M -$11.3K -159 -0.1%
TFS
15
TrustCore Financial Services
Tennessee
$8.14M -$145K -2,042 -2%
PAG
16
Private Advisor Group
New Jersey
$7.93M -$443K -6,237 -6%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7.62M
Truist Financial
18
Truist Financial
North Carolina
$7.22M +$588K +8,277 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.92M +$28.4K +399 +0.4%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.6M +$301K +4,232 +6%
KAS
21
Kestra Advisory Services
Texas
$3.31M +$129K +1,809 +4%
IFWM
22
Institute for Wealth Management
Colorado
$2.96M
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$2.5M -$355K -5,000 -13%
SWM
24
Spire Wealth Management
Virginia
$2.29M -$43.1K -607 -2%
SWP
25
Stratos Wealth Partners
Ohio
$2.14M +$174K +2,445 +9%