We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF

159 hedge funds and large institutions have $527M invested in Invesco Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $470M → $527M (+$56.9M)

3.1% more ownership

Funds ownership: 57.64%60.73% (+3.1%)

2% more funds holding

Funds holding: 156159 (+3)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
37
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$76.5M +$3.36M +37,544 +5%
Morgan Stanley
2
Morgan Stanley
New York
$68.1M +$321K +3,591 +0.5%
RJA
3
Raymond James & Associates
Florida
$37M -$749K -8,382 -2%
Bank of America
4
Bank of America
North Carolina
$36M +$350K +3,916 +1%
UBS Group
5
UBS Group
Switzerland
$20M +$18.9M +212,013 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$18.1M +$2.17M +24,223 +14%
WBG
7
Wharton Business Group
Pennsylvania
$15.9M -$211K -2,360 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.3M -$606K -6,777 -5%
Wells Fargo
9
Wells Fargo
California
$11M +$30.1K +337 +0.3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$10.5M -$203K -2,273 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.1M -$325K -3,639 -3%
PAG
12
Private Advisor Group
New Jersey
$9.64M -$415K -4,647 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.36M +$238K +2,665 +3%
ECA
14
Elevation Capital Advisory
Oregon
$9.25M +$8.75M +97,945 New
CICC
15
Capital Investment Counsel (Colorado)
Colorado
$9.18M +$1.12M +12,564 +15%
EFG
16
Ethos Financial Group
Pennsylvania
$8.63M -$197K -2,204 -2%
Goldman Sachs
17
Goldman Sachs
New York
$8.54M +$24K +268 +0.3%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$7.78M -$448K -5,015 -6%
KAS
19
Kestra Advisory Services
Texas
$7.55M +$31.2K +349 +0.4%
RIA
20
Regal Investment Advisors
Michigan
$6.98M +$303K +3,392 +5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6.76M -$284K -3,182 -4%
CWM
22
Cornerstone Wealth Management
Missouri
$5.75M +$245K +2,744 +5%
UCFA
23
United Capital Financial Advisors
Texas
$5.6M -$1.17M -13,123 -18%
MCCA
24
Mill Creek Capital Advisors
Pennsylvania
$5.2M
RJFSA
25
Raymond James Financial Services Advisors
Florida
$5.08M -$44.9K -502 -0.9%