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Invesco Large Cap Growth ETF
PWB

137 hedge funds and large institutions have $460M invested in Invesco Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $355M → $460M (+$105M)

13% more funds holding

Funds holding: 121 → 137 (+16)

9.52% more ownership

Funds ownership: 56.84% → 66.36% (+9.5%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
137
Holders Change
+16
Holders Change %
+13.22%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$53.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.5M
3
LPL Financial
LPL Financial
California
+$10.9M
4
DAS
Dynamic Advisor Solutions
Arizona
+$3.63M
5
MWM
Meridian Wealth Management
Kentucky
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$19.3M
2
GM
GeoWealth Management
Illinois
-$7.11M
3
SWM
Spire Wealth Management
Virginia
-$5.34M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.15M
5
IF
Integrity Financial
Wyoming
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.32M +$232K +3,215 +8%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$3.26M +$228K +3,163 +8%
WA
28
Win Advisors
Florida
$3.17M +$2.94M +40,750 New
Ameriprise
29
Ameriprise
Minnesota
$3.12M -$540K -7,484 -16%
FCM
30
Firestone Capital Management
Florida
$2.85M -$24K -333 -0.9%
IFWM
31
Institute for Wealth Management
Colorado
$2.58M -$382K -5,298 -14%
SWM
32
Spire Wealth Management
Virginia
$2.37M -$5.34M -74,030 -72%
UWPG
33
Ullmann Wealth Partners Group
Florida
$2.02M +$505 +7 +0%
SWP
34
Stratos Wealth Partners
Ohio
$1.99M +$866 +12 +0%
PA
35
Prism Advisors
California
$1.94M -$9.96K -138 -0.6%
JWM
36
JPL Wealth Management
Colorado
$1.75M +$1.62M +22,474 New
EH
37
Equitable Holdings
New York
$1.63M +$289 +4 +0%
MFG
38
Merit Financial Group
Georgia
$1.63M -$305K -4,225 -17%
TFA
39
Tobias Financial Advisors
Florida
$1.62M -$16K -222 -1%
Comerica Bank
40
Comerica Bank
Texas
$1.45M -$120K -1,663 -8%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.41M +$20.7K +287 +2%
BWG
42
Balanced Wealth Group
Ohio
$1.38M +$1.28M +17,703 New
FAM
43
Fenimore Asset Management
New York
$1.32M – – –
NEPWA
44
New England Private Wealth Advisors
Massachusetts
$1.23M +$1.44K +20 +0.1%
AWM
45
Apollon Wealth Management
South Carolina
$1.2M +$1.11M +15,384 New
GWM
46
Geneos Wealth Management
Colorado
$1.14M +$190K +2,636 +22%
BPA
47
Beacon Pointe Advisors
California
$1.13M -$125K -1,737 -11%
AWS
48
Atria Wealth Solutions
New York
$1.08M +$25.1K +348 +3%
IWM
49
IHT Wealth Management
Illinois
$1.08M +$578 +8 +0.1%
TFS
50
Thoroughbred Financial Services
Tennessee
$1.04M -$15.1K -209 -2%
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PWB Hedge Fund Activity: Q4 2023 in Review

137 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2023, worth a combined $460M — up 29% from $355M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PWB positions and 7 closed out — a net gain of 16 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was United Capital Financial Advisors, cutting an estimated $19.3M.

  • 137 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $460M of Invesco Large Cap Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 23 funds opened new Invesco Large Cap Growth ETF positions in Q4 2023 and 7 closed out, a net change of +16 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2023.