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Invesco Large Cap Growth ETF
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Overview Fund Activity

136 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, 38 reducing their positions, and 7 closing their positions.

Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
LPL Financial
2
LPL Financial
California
$58.6M
3
CICC
3
Capital Investment Counsel (Colorado)
Colorado
$4.05M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$4.09M
5
MWM
5
Meridian Wealth Management
Kentucky
$3.81M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$8.75M
2
GM
2
GeoWealth Management
Illinois
$0
3
SWM
3
Spire Wealth Management
Virginia
$2.37M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.1M
5
IF
5
Integrity Financial
Wyoming
$4.12K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.32M 42,773 +3,215 +8%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$3.26M 41,969 +3,163 +8%
WA
28
Win Advisors
Florida
$3.17M 40,750 +40,750 New
Ameriprise
29
Ameriprise
Minnesota
$3.12M 40,196 -7,484 -16%
FCM
30
Firestone Capital Management
Florida
$2.85M 36,743 -333 -0.9%
IFWM
31
Institute for Wealth Management
Colorado
$2.58M 33,192 -5,298 -14%
SWM
32
Spire Wealth Management
Virginia
$2.37M 29,245 -74,030 -72%
UWPG
33
Ullmann Wealth Partners Group
Florida
$2.02M 25,992 +7 +0%
SWP
34
Stratos Wealth Partners
Ohio
$1.99M 25,640 +12 +0%
PA
35
Prism Advisors
California
$1.94M 24,934 -138 -0.6%
JWM
36
JPL Wealth Management
Colorado
$1.75M 22,474 +22,474 New
EH
37
Equitable Holdings
New York
$1.63M 20,973 +4 +0%
MFG
38
Merit Financial Group
Georgia
$1.63M 20,943 -4,225 -17%
TFA
39
Tobias Financial Advisors
Florida
$1.62M 20,903 -222 -1%
Comerica Bank
40
Comerica Bank
Texas
$1.45M 18,640 -1,663 -8%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.41M 18,131 +287 +2%
BWG
42
Balanced Wealth Group
Ohio
$1.38M 17,703 +17,703 New
FAM
43
Fenimore Asset Management
New York
$1.32M 17,000 – –
NEPWA
44
New England Private Wealth Advisors
Massachusetts
$1.23M 15,842 +20 +0.1%
AWM
45
Apollon Wealth Management
South Carolina
$1.2M 15,384 +15,384 New
GWM
46
Geneos Wealth Management
Colorado
$1.14M 14,736 +2,636 +22%
BPA
47
Beacon Pointe Advisors
California
$1.13M 14,607 -1,737 -11%
AWS
48
Atria Wealth Solutions
New York
$1.08M 13,862 +348 +3%
IWM
49
IHT Wealth Management
Illinois
$1.08M 13,837 +8 +0.1%
TFS
50
Thoroughbred Financial Services
Tennessee
$1.04M 13,381 -209 -2%
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