We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF
PWB

121 hedge funds and large institutions have $366M invested in Invesco Large Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

8% more funds holding

Funds holding: 112 → 121 (+9)

0.09% more ownership

Funds ownership: 50.44% → 50.53% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $385M → $366M (-$19.3M)

40% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 43

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
26
Reduced
43
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$2.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.15M
3
FTUS
Flow Traders U.S.
New York
+$1.22M
4
UCFA
United Capital Financial Advisors
Texas
+$855K
5
SPIA
Steward Partners Investment Advisory
New York
+$711K

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$10.1M
2
LPL Financial
LPL Financial
California
-$7.13M
3
Bank of America
Bank of America
North Carolina
-$3.37M
4
Morgan Stanley
Morgan Stanley
New York
-$3.27M
5
Wells Fargo
Wells Fargo
California
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$1.99M -$55.4K -808 -3%
SWP
27
Stratos Wealth Partners
Ohio
$1.79M -$93K -1,356 -5%
UWPG
28
Ullmann Wealth Partners Group
Florida
$1.78M – – –
SPIA
29
Steward Partners Investment Advisory
New York
$1.68M +$711K +10,369 +72%
TFA
30
Tobias Financial Advisors
Florida
$1.68M -$81.3K -1,185 -5%
EH
31
Equitable Holdings
New York
$1.57M +$2.19K +32 +0.1%
BPA
32
Beacon Pointe Advisors
California
$1.56M -$2.47K -36 -0.2%
FTUS
33
Flow Traders U.S.
New York
$1.52M +$1.22M +17,838 +403%
Stifel Financial
34
Stifel Financial
Missouri
$1.49M -$259K -3,778 -15%
RWMH
35
Riverpoint Wealth Management Holdings
Illinois
$1.48M -$63.5K -926 -4%
IWM
36
IHT Wealth Management
Illinois
$1.25M +$7.27K +106 +0.6%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.17M +$349K +5,088 +42%
FAM
38
Fenimore Asset Management
New York
$1.16M – – –
Citadel Advisors
39
Citadel Advisors
Florida
$1.14M -$501K -7,303 -30%
GVAG
40
Great Valley Advisor Group
Delaware
$1.13M -$52K -758 -4%
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$1.07M – – –
AW
42
ACG Wealth
Georgia
$921K -$200K -2,912 -18%
TFS
43
Thoroughbred Financial Services
Tennessee
$899K – – –
HFA
44
HC Financial Advisors
California
$839K +$25.4K +370 +3%
CWM
45
Cornerstone Wealth Management
Missouri
$830K +$127K +1,856 +18%
PA
46
Parallel Advisors
California
$793K – – –
Citigroup
47
Citigroup
New York
$772K +$3.29K +48 +0.4%
PFS
48
Prospera Financial Services
Texas
$686K +$691K +10,077 New
OC
49
Oppenheimer & Co
New York
$669K -$100K -1,465 -13%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$640K -$3.77K -55 -0.6%
1
2
3 4 5

PWB Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2021, worth a combined $366M — down 5% from $385M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PWB positions and 5 closed out — a net gain of 9 holders — while 26 added to existing stakes and 43 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.61M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $10.1M sold.

  • 121 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2021, up from 112 in Q4 2020.
  • Funds reported $366M of Invesco Large Cap Growth ETF stock for Q1 2021, down 5% quarter-over-quarter.
  • 14 funds opened new Invesco Large Cap Growth ETF positions in Q1 2021 and 5 closed out, a net change of +9 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2021 was Kestra Advisory Services, an estimated $2.61M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2021 was Almanack Investment Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2021.