PWB icon

Invesco Large Cap Growth ETF
PWB

Overview Fund Activity

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 8 closing their positions.

Holders
156
Holders Change
+20
Holders Change %
+14.71%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
40
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$8.35M
2
RIA
2
Regal Investment Advisors
Michigan
$6.3M
3
RJA
3
Raymond James & Associates
Florida
$35.8M
4
CICC
4
Capital Investment Counsel (Colorado)
Colorado
$7.56M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.61M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$64.1M
2
UBS Group
2
UBS Group
Switzerland
$0
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$6.46M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$3.79M 42,418 +449 +1%
Ameriprise
27
Ameriprise
Minnesota
$3.27M 36,298 -3,898 -10%
FCM
28
Firestone Capital Management
Florida
$3.25M 36,416 -327 -0.9%
WA
29
Win Advisors
Florida
$3.12M 34,887 -5,863 -14%
IFWM
30
Institute for Wealth Management
Colorado
$2.96M 33,117 -75 -0.2%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.91M 32,609 -10,164 -24%
SWM
32
Spire Wealth Management
Virginia
$2.87M 32,178 +2,933 +10%
SWP
33
Stratos Wealth Partners
Ohio
$2.45M 27,412 +1,772 +7%
JWM
34
JPL Wealth Management
Colorado
$2.43M 27,172 +4,698 +21%
UWPG
35
Ullmann Wealth Partners Group
Florida
$2.32M 25,993 +1 +0%
PA
36
Prism Advisors
California
$2.22M 24,848 -86 -0.3%
EH
37
Equitable Holdings
New York
$1.87M 20,904 -69 -0.3%
TFA
38
Tobias Financial Advisors
Florida
$1.87M 20,901 -2 -0%
MFG
39
Merit Financial Group
Georgia
$1.75M 20,256 -687 -3%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.74M 19,436 +1,305 +7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.73M 19,338 +19,338 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.63M 18,208 +18,208 New
BWG
43
Balanced Wealth Group
Ohio
$1.57M 17,705 +2 +0%
Comerica Bank
44
Comerica Bank
Texas
$1.54M 17,276 -1,364 -7%
FAM
45
Fenimore Asset Management
New York
$1.52M 17,000 – –
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$1.42M 15,844 +2 +0%
AWM
47
Apollon Wealth Management
South Carolina
$1.41M 15,750 +366 +2%
GWM
48
Geneos Wealth Management
Colorado
$1.37M 15,382 +646 +4%
AWS
49
Atria Wealth Solutions
New York
$1.31M 14,678 +816 +6%
BPA
50
Beacon Pointe Advisors
California
$1.3M 14,607 – –
1
2
3 4 5