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Invesco Large Cap Growth ETF
PWB

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: 124 → 132 (+8)

2.01% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.6M
2
EF
Empowered Funds
Pennsylvania
+$7.26M
3
FCM
Firestone Capital Management
Florida
+$3.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.27M
5
EWA
Evolution Wealth Advisors
Florida
+$788K

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$11.4M
2
IA
IAM Advisory
Pennsylvania
-$9.61M
3
TFS
TrustCore Financial Services
Tennessee
-$2.88M
4
TFA
Tobias Financial Advisors
Florida
-$1.8M
5
Truist Financial
Truist Financial
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
26
Firestone Capital Management
Florida
$3.14M +$3.07M +38,929 New
T
27
TCWP
Ohio
$2.95M +$2.88M +36,518 New
SWP
28
Stratos Wealth Partners
Ohio
$2.65M +$178K +2,263 +7%
IF
29
Integrity Financial
Wyoming
$2.51M +$2.45M +31,129 New
FAIM
30
Financial Advocates Investment Management
Washington
$2.32M +$15.4K +196 +0.7%
SWM
31
Spire Wealth Management
Virginia
$2.19M -$254K -3,224 -11%
CWM
32
Cornerstone Wealth Management
Missouri
$2.09M +$403K +5,122 +25%
UWPG
33
Ullmann Wealth Partners Group
Florida
$2.07M – – –
AWA
34
Arkadios Wealth Advisors
Georgia
$1.83M +$250K +3,172 +16%
HFW
35
Horizon Family Wealth
Illinois
$1.82M +$1.78M +22,601 New
Stifel Financial
36
Stifel Financial
Missouri
$1.73M +$13.4K +170 +0.8%
BPA
37
Beacon Pointe Advisors
California
$1.69M +$89.6K +1,138 +6%
EH
38
Equitable Holdings
New York
$1.68M -$18.6K -236 -1%
OC
39
Oppenheimer & Co
New York
$1.55M +$787K +9,991 +109%
IWM
40
IHT Wealth Management
Illinois
$1.42M -$62.8K -798 -4%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$1.41M -$507K -6,436 -27%
FAM
42
Fenimore Asset Management
New York
$1.37M – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.35M +$1.27M +16,184 +3,083%
NEPWA
44
New England Private Wealth Advisors
Massachusetts
$1.27M – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.27M -$40.2K -511 -3%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.12M +$295K +3,750 +37%
GVAG
47
Great Valley Advisor Group
Delaware
$1.1M -$26.5K -336 -2%
HFA
48
HC Financial Advisors
California
$1.08M +$31K +394 +3%
TFS
49
Thoroughbred Financial Services
Tennessee
$1.07M – – –
PA
50
Parallel Advisors
California
$996K +$53.9K +685 +6%
1
2
3 4 5

PWB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2021, worth a combined $444M — up 11% from $401M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 28 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $11.4M sold.

  • 132 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $444M of Invesco Large Cap Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2021 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2021 was Morgan Stanley, an estimated $12.6M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2021 was Almanack Investment Partners, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2021.