We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF
PWB

172 hedge funds and large institutions have $589M invested in Invesco Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $554M → $589M (+$34.2M)

3% more funds holding

Funds holding: 167 → 172 (+5)

0.66% less ownership

Funds ownership: 61.39% → 60.73% (-0.66%)

53% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 64

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
30
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$10.4M
2
Bank of America
Bank of America
North Carolina
+$6.48M
3
LPL Financial
LPL Financial
California
+$6.01M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.3M
5
GM
GeoWealth Management
Illinois
+$1M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.8M
2
Goldman Sachs
Goldman Sachs
New York
-$9.6M
3
WA
Win Advisors
Florida
-$4.02M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.73M
5
AAS
Ameritas Advisory Services
Nebraska
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
26
Mill Creek Capital Advisors
Pennsylvania
$4.67M – – –
FFS
27
Forge Financial Services
Oklahoma
$4.42M +$4.13M +40,120 New
JWM
28
JPL Wealth Management
Colorado
$3.99M +$4.03M +39,195 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$3.82M -$266K -2,585 -6%
FCM
30
Firestone Capital Management
Florida
$3.68M +$103 +1 +0%
SWM
31
Spire Wealth Management
Virginia
$3.59M -$62.5K -608 -2%
Ameriprise
32
Ameriprise
Minnesota
$3.32M -$216K -2,097 -6%
SWP
33
Stratos Wealth Partners
Ohio
$3.27M -$24.6K -239 -0.7%
IFWM
34
Institute for Wealth Management
Colorado
$3.24M -$84.2K -819 -3%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.89M +$38.2K +371 +1%
UWPG
36
Ullmann Wealth Partners Group
Florida
$2.6M -$41.2K -401 -2%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.28M +$590K +5,732 +34%
IAA
38
Independent Advisor Alliance
North Carolina
$2.28M +$2.3M +22,410 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$2.17M +$137K +1,334 +7%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.15M +$315K +3,064 +17%
PA
41
Prism Advisors
California
$2.12M -$55.9K -544 -3%
TFA
42
Tobias Financial Advisors
Florida
$2.1M -$103 -1 -0%
MFG
43
Merit Financial Group
Georgia
$2.05M +$156K +1,517 +8%
EH
44
Equitable Holdings
New York
$2.01M -$23.1K -225 -1%
BWG
45
Balanced Wealth Group
Ohio
$1.9M -$3.6K -35 -0.2%
FAM
46
Fenimore Asset Management
New York
$1.73M – – –
Comerica Bank
47
Comerica Bank
Texas
$1.72M -$87.4K -850 -5%
NEPWA
48
New England Private Wealth Advisors
Massachusetts
$1.61M – – –
AWM
49
Apollon Wealth Management
South Carolina
$1.58M -$16.4K -159 -1%
AWS
50
Atria Wealth Solutions
New York
$1.52M -$10.6K -103 -0.7%
1
2
3 4 5

PWB Hedge Fund Activity: Q4 2024 in Review

172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2024, worth a combined $589M — up 6.2% from $554M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 64 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $10.4M. The largest seller was Mercer Global Advisors, cutting an estimated $21.8M.

  • 172 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $589M of Invesco Large Cap Growth ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $10.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.