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Invesco Large Cap Growth ETF
PWB

124 hedge funds and large institutions have $401M invested in Invesco Large Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $375M → $401M (+$25.9M)

2.77% more ownership

Funds ownership: 48.3% → 51.07% (+2.8%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

2% less funds holding

Funds holding: 127 → 124 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
33
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IAM Advisory
Pennsylvania
+$19.8M
2
AIP
Almanack Investment Partners
Pennsylvania
+$10.1M
3
Goldman Sachs
Goldman Sachs
New York
+$6.93M
4
LPL Financial
LPL Financial
California
+$2.89M
5
UCFA
United Capital Financial Advisors
Texas
+$838K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.14M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$1.64M
3
RJA
Raymond James & Associates
Florida
-$777K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$746K
5
AW
ACG Wealth
Georgia
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
51
First Heartland Consultants
Missouri
$593K – – –
CAN
52
Cetera Advisor Networks
California
$588K +$53K +692 +10%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$566K +$293K +3,826 +100%
BWCS
54
Beirne Wealth Consulting Services
Connecticut
$562K -$53.6K -700 -8%
BFA
55
Beacon Financial Advisory
Ohio
$561K – – –
SAM
56
Strategy Asset Managers
California
$561K – – –
FHA
57
Flagship Harbor Advisors
Massachusetts
$530K – – –
Citigroup
58
Citigroup
New York
$528K -$252K -3,288 -32%
MNBTD
59
Moody National Bank Trust Division
Texas
$521K +$539K +7,045 New
CAM
60
Covenant Asset Management
New Jersey
$509K – – –
ACM
61
Armbruster Capital Management
New York
$497K – – –
AW
62
ACG Wealth
Georgia
$487K -$532K -6,956 -51%
GT
63
Glenmede Trust
Pennsylvania
$476K – – –
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$449K +$383 +5 +0.1%
EWM
65
EPG Wealth Management
Georgia
$444K +$459K +6,000 New
TRCT
66
Tower Research Capital (TRC)
New York
$412K -$23.9K -312 -5%
SPC
67
Sigma Planning Corp
Michigan
$368K +$77 +1 +0%
CPIG
68
Chicago Partners Investment Group
Illinois
$354K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$349K +$77 +1 +0%
MML Investors Services
70
MML Investors Services
Massachusetts
$344K -$1.53K -20 -0.4%
Citadel Advisors
71
Citadel Advisors
Florida
$335K +$347K +4,531 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$331K -$18.4K -240 -5%
NFG
73
Nations Financial Group
Iowa
$331K – – –
ECM
74
Exchange Capital Management
Michigan
$321K – – –
ARC
75
Advisor Resource Council
Texas
$287K – – –
1 2
3
4 5

PWB Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2021, worth a combined $401M — up 6.9% from $375M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PWB and 8 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was IAM Advisory, opening a new position worth an estimated $19.8M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2021, down from 127 in Q2 2021.
  • Funds reported $401M of Invesco Large Cap Growth ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 8 funds opened new Invesco Large Cap Growth ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2021 was IAM Advisory, an estimated $19.8M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2021.