We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF
PWB

124 hedge funds and large institutions have $401M invested in Invesco Large Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $375M → $401M (+$25.9M)

2.77% more ownership

Funds ownership: 48.3% → 51.07% (+2.8%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

2% less funds holding

Funds holding: 127 → 124 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
33
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IAM Advisory
Pennsylvania
+$19.8M
2
AIP
Almanack Investment Partners
Pennsylvania
+$10.1M
3
Goldman Sachs
Goldman Sachs
New York
+$6.93M
4
LPL Financial
LPL Financial
California
+$2.89M
5
UCFA
United Capital Financial Advisors
Texas
+$838K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.14M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$1.64M
3
RJA
Raymond James & Associates
Florida
-$777K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$746K
5
AW
ACG Wealth
Georgia
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$2.24M -$29.5K -386 -1%
FAIM
27
Financial Advocates Investment Management
Washington
$2.11M -$16.4K -214 -0.7%
UWPG
28
Ullmann Wealth Partners Group
Florida
$1.9M -$7.88K -103 -0.4%
TFA
29
Tobias Financial Advisors
Florida
$1.8M -$23K -300 -1%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$1.76M -$746K -9,750 -29%
FTUS
31
Flow Traders U.S.
New York
$1.64M +$375K +4,899 +28%
Stifel Financial
32
Stifel Financial
Missouri
$1.57M +$57K +745 +4%
EH
33
Equitable Holdings
New York
$1.56M -$164K -2,145 -9%
CWM
34
Cornerstone Wealth Management
Missouri
$1.53M +$461K +6,021 +41%
BPA
35
Beacon Pointe Advisors
California
$1.46M -$210K -2,738 -12%
AWA
36
Arkadios Wealth Advisors
Georgia
$1.44M +$340K +4,444 +30%
IWM
37
IHT Wealth Management
Illinois
$1.36M +$153 +2 +0%
FAM
38
Fenimore Asset Management
New York
$1.26M – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.2M -$19.1K -250 -2%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$1.16M +$230 +3 +0%
GVAG
41
Great Valley Advisor Group
Delaware
$1.03M -$13.9K -181 -1%
TFS
42
Thoroughbred Financial Services
Tennessee
$977K – – –
HFA
43
HC Financial Advisors
California
$963K +$6.12K +80 +0.6%
PA
44
Parallel Advisors
California
$862K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$852K +$4.98K +65 +0.6%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$745K +$463K +6,055 +151%
PFS
47
Prospera Financial Services
Texas
$712K -$27.9K -365 -4%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$694K -$3.98K -52 -0.6%
OC
49
Oppenheimer & Co
New York
$680K -$11.6K -152 -2%
CA
50
Cetera Advisors
Colorado
$677K – – –
1
2
3 4 5

PWB Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2021, worth a combined $401M — up 6.9% from $375M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PWB and 8 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was IAM Advisory, opening a new position worth an estimated $19.8M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2021, down from 127 in Q2 2021.
  • Funds reported $401M of Invesco Large Cap Growth ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 8 funds opened new Invesco Large Cap Growth ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2021 was IAM Advisory, an estimated $19.8M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2021.