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Invesco Large Cap Growth ETF
PWB

156 hedge funds and large institutions have $470M invested in Invesco Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

14% more funds holding

Funds holding: 137 → 156 (+19)

2% more capital invested

Capital invested by funds: $460M → $470M (+$10.3M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

8.72% less ownership

Funds ownership: 66.36% → 57.64% (-8.7%)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
40
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$7.93M
2
RIA
Regal Investment Advisors
Michigan
+$5.98M
3
RJA
Raymond James & Associates
Florida
+$4.54M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
+$2.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.5M
2
UBS Group
UBS Group
Switzerland
-$18M
3
MWM
Meridian Wealth Management
Kentucky
-$3.81M
4
UCFA
United Capital Financial Advisors
Texas
-$3.42M
5
Osaic Holdings
Osaic Holdings
Arizona
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$3.79M +$38.1K +449 +1%
Ameriprise
27
Ameriprise
Minnesota
$3.27M -$331K -3,898 -10%
FCM
28
Firestone Capital Management
Florida
$3.25M -$27.7K -327 -0.9%
WA
29
Win Advisors
Florida
$3.12M -$497K -5,863 -14%
IFWM
30
Institute for Wealth Management
Colorado
$2.96M -$6.36K -75 -0.2%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.91M -$862K -10,164 -24%
SWM
32
Spire Wealth Management
Virginia
$2.87M +$249K +2,933 +10%
SWP
33
Stratos Wealth Partners
Ohio
$2.45M +$150K +1,772 +7%
JWM
34
JPL Wealth Management
Colorado
$2.43M +$398K +4,698 +21%
UWPG
35
Ullmann Wealth Partners Group
Florida
$2.32M +$85 +1 +0%
PA
36
Prism Advisors
California
$2.22M -$7.29K -86 -0.3%
EH
37
Equitable Holdings
New York
$1.87M -$5.85K -69 -0.3%
TFA
38
Tobias Financial Advisors
Florida
$1.87M -$170 -2 -0%
MFG
39
Merit Financial Group
Georgia
$1.75M -$58.2K -687 -3%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.74M +$111K +1,305 +7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.73M +$1.64M +19,338 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.63M +$1.54M +18,208 New
BWG
43
Balanced Wealth Group
Ohio
$1.57M +$170 +2 +0%
Comerica Bank
44
Comerica Bank
Texas
$1.54M -$116K -1,364 -7%
FAM
45
Fenimore Asset Management
New York
$1.52M – – –
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$1.42M +$170 +2 +0%
AWM
47
Apollon Wealth Management
South Carolina
$1.41M +$31K +366 +2%
GWM
48
Geneos Wealth Management
Colorado
$1.37M +$54.8K +646 +4%
AWS
49
Atria Wealth Solutions
New York
$1.31M +$69.2K +816 +6%
BPA
50
Beacon Pointe Advisors
California
$1.3M – – –
1
2
3 4 5

PWB Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2024, worth a combined $470M — up 2.2% from $460M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PWB positions and 9 closed out — a net gain of 21 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.93M. The largest seller was Morgan Stanley, cutting an estimated $63.5M.

  • 156 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $470M of Invesco Large Cap Growth ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 30 funds opened new Invesco Large Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +21 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2024 was Ethos Financial Group, an estimated $7.93M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2024.