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Invesco Large Cap Growth ETF

118 hedge funds and large institutions have $291M invested in Invesco Large Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 54.24%53.86% (-0.38%)

5% less funds holding

Funds holding: 124118 (-6)

24% less capital invested

Capital invested by funds: $381M → $291M (-$90.1M)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
31
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Firestone Capital Management
Florida
$2.22M -$89.8K -1,408 -4%
CWM
27
Cornerstone Wealth Management
Missouri
$2.17M +$426K +6,684 +22%
PA
28
Prism Advisors
California
$2.15M -$7.82M -122,569 -77%
IF
29
Integrity Financial
Wyoming
$1.82M +$22.2K +348 +1%
EH
30
Equitable Holdings
New York
$1.68M +$482K +7,561 +36%
HFW
31
Horizon Family Wealth
Illinois
$1.57M +$21.8K +342 +1%
FAIM
32
Financial Advocates Investment Management
Washington
$1.56M -$126K -1,969 -7%
UWPG
33
Ullmann Wealth Partners Group
Florida
$1.5M
SWM
34
Spire Wealth Management
Virginia
$1.45M -$142K -2,219 -8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.27M -$957 -15 -0.1%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.26M +$192K +3,015 +16%
TFA
37
Tobias Financial Advisors
Florida
$1.25M -$179K -2,813 -12%
HFA
38
HC Financial Advisors
California
$1.17M +$53.2K +834 +4%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$1.14M
Citadel Advisors
40
Citadel Advisors
Florida
$1.05M +$204K +3,202 +22%
IWM
41
IHT Wealth Management
Illinois
$1.03M +$9.25K +145 +0.8%
FAM
42
Fenimore Asset Management
New York
$997K
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$953K -$73.5K -1,152 -7%
BPA
44
Beacon Pointe Advisors
California
$908K -$521K -8,166 -34%
TFS
45
Thoroughbred Financial Services
Tennessee
$895K
AWS
46
Atria Wealth Solutions
New York
$885K +$493K +7,726 +105%
NRI
47
NFP Retirement Inc
California
$855K -$31.9K -500 -3%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$832K +$31.8K +499 +4%
SPIA
49
Steward Partners Investment Advisory
New York
$779K -$4.08K -64 -0.5%
PA
50
Parallel Advisors
California
$723K

PWB Hedge Fund Activity: Q2 2022 in Review

118 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2022, worth a combined $291M — down 24% from $381M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PWB and 5 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 31 added.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $812K. The largest seller was Morgan Stanley, cutting an estimated $8.6M.

  • 118 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2022, down from 124 in Q1 2022.
  • Funds reported $291M of Invesco Large Cap Growth ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 5 funds opened new Invesco Large Cap Growth ETF positions in Q2 2022 and 11 closed out, a net change of -6 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q2 2022 was Arkadios Wealth Advisors, an estimated $812K added.
  • The largest Invesco Large Cap Growth ETF seller in Q2 2022 was Morgan Stanley, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2022.