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Invesco Large Cap Growth ETF
PWB

132 hedge funds and large institutions have $444M invested in Invesco Large Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 44 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

11% more capital invested

Capital invested by funds: $401M → $444M (+$43M)

6% more funds holding

Funds holding: 124 → 132 (+8)

2.01% more ownership

Funds ownership: 51.07% → 53.08% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 44

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
28
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.6M
2
EF
Empowered Funds
Pennsylvania
+$7.26M
3
FCM
Firestone Capital Management
Florida
+$3.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.27M
5
EWA
Evolution Wealth Advisors
Florida
+$788K

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$11.4M
2
IA
IAM Advisory
Pennsylvania
-$9.61M
3
TFS
TrustCore Financial Services
Tennessee
-$2.88M
4
TFA
Tobias Financial Advisors
Florida
-$1.8M
5
Truist Financial
Truist Financial
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$910K -$19.5K -247 -2%
PFS
52
Prospera Financial Services
Texas
$770K -$6.54K -83 -0.9%
CA
53
Cetera Advisors
Colorado
$769K +$29.1K +370 +4%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$618K – – –
BFA
55
Beacon Financial Advisory
Ohio
$588K -$22.8K -289 -4%
CAM
56
Covenant Asset Management
New Jersey
$568K +$12.5K +159 +2%
TRCT
57
Tower Research Capital (TRC)
New York
$565K +$113K +1,438 +26%
PPWM
58
Paragon Private Wealth Management
Kentucky
$560K +$546K +6,937 New
FHA
59
Flagship Harbor Advisors
Massachusetts
$554K -$20.7K -263 -4%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$545K -$207K -2,627 -28%
ACM
61
Armbruster Capital Management
New York
$543K – – –
AW
62
ACG Wealth
Georgia
$531K – – –
GT
63
Glenmede Trust
Pennsylvania
$520K – – –
EWM
64
EPG Wealth Management
Georgia
$485K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$482K +$98.8K +1,255 +27%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$443K -$45.8K -582 -10%
SAM
67
Strategy Asset Managers
California
$431K -$177K -2,243 -30%
SPC
68
Sigma Planning Corp
Michigan
$402K – – –
WP
69
WealthSource Partners
California
$370K +$361K +4,585 New
NFG
70
Nations Financial Group
Iowa
$362K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$358K -$3.39K -43 -1%
Citigroup
72
Citigroup
New York
$356K -$214K -2,720 -38%
MML Investors Services
73
MML Investors Services
Massachusetts
$324K -$49.7K -631 -14%
ECM
74
Exchange Capital Management
Michigan
$313K -$35.4K -450 -10%
HA
75
HFG Advisors
Ohio
$311K +$303K +3,850 New
1 2
3
4 5

PWB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2021, worth a combined $444M — up 11% from $401M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 28 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $11.4M sold.

  • 132 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $444M of Invesco Large Cap Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2021 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2021 was Morgan Stanley, an estimated $12.6M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2021 was Almanack Investment Partners, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2021.