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Invesco Large Cap Growth ETF
PWB

121 hedge funds and large institutions have $300M invested in Invesco Large Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $276M → $300M (+$23.3M)

6% more funds holding

Funds holding: 114 → 121 (+7)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.99% more ownership

Funds ownership: 53.54% → 54.54% (+0.99%)

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.88M
2
Wells Fargo
Wells Fargo
California
+$5.02M
3
RJA
Raymond James & Associates
Florida
+$1.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.27M
5
Morgan Stanley
Morgan Stanley
New York
+$1.11M

Top Sellers

1
FCM
Firestone Capital Management
Florida
-$2.15M
2
Jane Street
Jane Street
New York
-$1.04M
3
PA
Prism Advisors
California
-$575K
4
Citadel Advisors
Citadel Advisors
Florida
-$535K
5
SOS
Silver Oak Securities
Tennessee
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
26
Horizon Family Wealth
Illinois
$2.05M +$152K +2,499 +8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.58M +$954K +15,699 +146%
PA
28
Prism Advisors
California
$1.58M -$575K -9,469 -26%
FAIM
29
Financial Advocates Investment Management
Washington
$1.57M -$25.7K -423 -2%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.54M +$268K +4,406 +21%
UWPG
31
Ullmann Wealth Partners Group
Florida
$1.53M +$1.34K +22 +0.1%
EH
32
Equitable Holdings
New York
$1.44M -$74.1K -1,220 -5%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.32M -$304 -5 -0%
TFA
34
Tobias Financial Advisors
Florida
$1.27M -$10.3K -169 -0.8%
SWM
35
Spire Wealth Management
Virginia
$1.18M – – –
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$122 +2 +0%
FAM
37
Fenimore Asset Management
New York
$1.02M – – –
IWM
38
IHT Wealth Management
Illinois
$957K -$608 -10 -0.1%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$943K +$959K +15,777 New
BPA
40
Beacon Pointe Advisors
California
$927K +$122 +2 +0%
AWS
41
Atria Wealth Solutions
New York
$891K -$26.1K -430 -3%
NRI
42
NFP Retirement Inc
California
$844K – – –
TFS
43
Thoroughbred Financial Services
Tennessee
$824K -$88.7K -1,460 -10%
SPIA
44
Steward Partners Investment Advisory
New York
$820K -$9.12K -150 -1%
Citadel Advisors
45
Citadel Advisors
Florida
$747K -$535K -8,798 -41%
PA
46
Parallel Advisors
California
$737K – – –
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$695K +$13.7K +226 +2%
FFN
48
Focus Financial Network
Minnesota
$668K -$5.59K -92 -0.8%
PFS
49
Prospera Financial Services
Texas
$523K -$12.6K -208 -2%
OC
50
Oppenheimer & Co
New York
$493K -$182 -3 -0%
1
2
3 4 5

PWB Hedge Fund Activity: Q4 2022 in Review

121 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2022, worth a combined $300M — up 8.4% from $276M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 6 closed out — a net gain of 10 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.88M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $2.15M sold.

  • 121 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $300M of Invesco Large Cap Growth ETF stock for Q4 2022, up 8.4% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2022 was LPL Financial, an estimated $8.88M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2022 was Firestone Capital Management, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2022.