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Invesco Large Cap Growth ETF

114 hedge funds and large institutions have $276M invested in Invesco Large Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 53.86%53.54% (-0.32%)

5% less capital invested

Capital invested by funds: $291M → $276M (-$14.2M)

3% less funds holding

Funds holding: 118114 (-4)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.97M -$431K -6,871 -17%
HFW
27
Horizon Family Wealth
Illinois
$1.81M +$307K +4,888 +18%
IF
28
Integrity Financial
Wyoming
$1.69M -$81.3K -1,295 -4%
FAIM
29
Financial Advocates Investment Management
Washington
$1.52M +$4.71K +75 +0.3%
UWPG
30
Ullmann Wealth Partners Group
Florida
$1.46M +$690 +11 +0%
EH
31
Equitable Holdings
New York
$1.44M -$210K -3,350 -12%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.26M +$29.2K +465 +2%
TFA
33
Tobias Financial Advisors
Florida
$1.22M
Osaic Holdings
34
Osaic Holdings
Arizona
$1.22M -$1.34M -21,413 -50%
Citadel Advisors
35
Citadel Advisors
Florida
$1.21M +$211K +3,365 +19%
SWM
36
Spire Wealth Management
Virginia
$1.12M -$318K -5,059 -20%
Jane Street
37
Jane Street
New York
$1.04M +$1.15M +18,249 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$982K +$62.8K +1,001 +6%
FAM
39
Fenimore Asset Management
New York
$968K
IWM
40
IHT Wealth Management
Illinois
$913K -$90.9K -1,449 -8%
BPA
41
Beacon Pointe Advisors
California
$882K
AWS
42
Atria Wealth Solutions
New York
$874K +$16.1K +256 +2%
TFS
43
Thoroughbred Financial Services
Tennessee
$869K
RJFSA
44
Raymond James Financial Services Advisors
Florida
$835K +$29.9K +476 +3%
NRI
45
NFP Retirement Inc
California
$805K -$27K -430 -3%
SPIA
46
Steward Partners Investment Advisory
New York
$790K +$37.5K +598 +5%
PA
47
Parallel Advisors
California
$702K
AWA
48
Arkadios Wealth Advisors
Georgia
$658K -$2.4M -38,228 -77%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$650K +$210K +3,341 +41%
FFN
50
Focus Financial Network
Minnesota
$642K

PWB Hedge Fund Activity: Q3 2022 in Review

114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2022, worth a combined $276M — down 4.9% from $291M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PWB and 6 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 28 added.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $2.4M.

  • 114 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2022, down from 118 in Q2 2022.
  • Funds reported $276M of Invesco Large Cap Growth ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 6 funds opened new Invesco Large Cap Growth ETF positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $1.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2022 was Arkadios Wealth Advisors, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2022.