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Invesco Large Cap Growth ETF

132 hedge funds and large institutions have $444M invested in Invesco Large Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $401M → $444M (+$43M)

6% more funds holding

Funds holding: 124132 (+8)

2.01% more ownership

Funds ownership: 51.07%53.08% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 44

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
28
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.3M +$12.6M +160,192 +20%
UCFA
2
United Capital Financial Advisors
Texas
$30.7M +$227K +2,881 +0.8%
Bank of America
3
Bank of America
North Carolina
$29.8M +$295K +3,749 +1%
LPL Financial
4
LPL Financial
California
$27.2M -$532K -6,753 -2%
RJA
5
Raymond James & Associates
Florida
$25.3M -$585K -7,434 -2%
UBS Group
6
UBS Group
Switzerland
$18.8M -$165K -2,101 -0.9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$15.2M +$373K +4,738 +3%
WBG
8
Wharton Business Group
Pennsylvania
$14M
Wells Fargo
9
Wells Fargo
California
$13.1M -$1.01M -12,809 -7%
Ameriprise
10
Ameriprise
Minnesota
$12.4M -$101K -1,287 -0.8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.2M +$78K +991 +0.7%
PA
12
Prism Advisors
California
$11.7M +$244K +3,096 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.4M -$68.3K -867 -0.7%
IA
14
IAM Advisory
Pennsylvania
$10.4M -$9.61M -122,033 -47%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$9.95M -$276K -3,502 -3%
PAG
16
Private Advisor Group
New Jersey
$8.38M -$72.1K -916 -0.9%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$8.01M +$7.81M +99,217 New
Goldman Sachs
18
Goldman Sachs
New York
$7.88M +$547K +6,941 +8%
EF
19
Empowered Funds
Pennsylvania
$7.44M +$7.26M +92,143 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.48M -$1.04M -13,234 -14%
Truist Financial
21
Truist Financial
North Carolina
$6.11M -$1.67M -21,189 -22%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.96M -$108K -1,370 -2%
TFS
23
TrustCore Financial Services
Tennessee
$5.5M -$2.88M -36,604 -35%
KAS
24
Kestra Advisory Services
Texas
$3.89M +$168K +2,134 +5%
IFWM
25
Institute for Wealth Management
Colorado
$3.16M -$31.4K -399 -1%