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Invesco Large Cap Growth ETF

121 hedge funds and large institutions have $355M invested in Invesco Large Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.92% more ownership

Funds ownership: 54.92%56.84% (+1.9%)

0% less capital invested

Capital invested by funds: $356M → $355M (-$962K)

5% less funds holding

Funds holding: 128121 (-7)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
33
Reduced
37
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
$49.3M +$2.89M +40,960 +6%
LPL Financial
2
LPL Financial
California
$40.9M +$2.17M +30,786 +5%
UCFA
3
United Capital Financial Advisors
Texas
$25.7M -$643K -9,128 -2%
Bank of America
4
Bank of America
North Carolina
$25.5M +$219K +3,105 +0.8%
RJA
5
Raymond James & Associates
Florida
$23.1M -$243K -3,444 -1%
UBS Group
6
UBS Group
Switzerland
$16M -$42.4K -602 -0.3%
WBG
7
Wharton Business Group
Pennsylvania
$11.6M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$11.5M +$560K +7,950 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.96M -$620K -8,800 -6%
Wells Fargo
10
Wells Fargo
California
$8.73M +$803K +11,398 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.64M -$1.04M -14,729 -12%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.58M -$39.4K -559 -0.5%
PAG
13
Private Advisor Group
New Jersey
$7.31M +$543K +7,713 +8%
GM
14
GeoWealth Management
Illinois
$7.11M +$7.39M +104,913 New
Goldman Sachs
15
Goldman Sachs
New York
$6.1M
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$6.07M -$104K -1,479 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$5.11M -$130K -1,850 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.99M -$479K -6,801 -8%
SWM
19
Spire Wealth Management
Virginia
$4.87M +$5.57M +79,025 +326%
KAS
20
Kestra Advisory Services
Texas
$4.52M +$188K +2,671 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.87M +$361K +5,128 +10%
Truist Financial
22
Truist Financial
North Carolina
$3.72M -$93.1K -1,321 -2%
CWM
23
Cornerstone Wealth Management
Missouri
$3.5M +$310K +4,395 +9%
Ameriprise
24
Ameriprise
Minnesota
$3.23M +$820K +11,642 +32%
MCCA
25
Mill Creek Capital Advisors
Pennsylvania
$3.15M