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Invesco Large Cap Growth ETF
PWB

124 hedge funds and large institutions have $381M invested in Invesco Large Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

1.15% more ownership

Funds ownership: 53.08% → 54.24% (+1.2%)

6% less funds holding

Funds holding: 132 → 124 (-8)

14% less capital invested

Capital invested by funds: $444M → $381M (-$63.1M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
36
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFS
TrustCore Financial Services
Tennessee
+$2.37M
2
LPL Financial
LPL Financial
California
+$2.17M
3
TFA
Tobias Financial Advisors
Florida
+$1.73M
4
NRI
NFP Retirement Inc
California
+$1.08M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
IA
IAM Advisory
Pennsylvania
-$8.78M
2
EF
Empowered Funds
Pennsylvania
-$7.44M
3
Ameriprise
Ameriprise
Minnesota
-$6.93M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.05M
5
Morgan Stanley
Morgan Stanley
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$839K +$830K +11,618 New
CA
52
Cetera Advisors
Colorado
$744K +$55.8K +782 +8%
Stifel Financial
53
Stifel Financial
Missouri
$672K -$867K -12,141 -57%
PFS
54
Prospera Financial Services
Texas
$648K -$40K -560 -6%
OC
55
Oppenheimer & Co
New York
$607K -$769K -10,774 -56%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$557K +$4.57K +64 +0.8%
AWS
57
Atria Wealth Solutions
New York
$532K +$526K +7,361 New
BFA
58
Beacon Financial Advisory
Ohio
$517K -$9.14K -128 -2%
SAM
59
Strategy Asset Managers
California
$509K +$123K +1,718 +32%
CAM
60
Covenant Asset Management
New Jersey
$508K – – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$487K – – –
ACM
62
Armbruster Capital Management
New York
$486K – – –
AW
63
ACG Wealth
Georgia
$475K +$71 +1 +0%
GT
64
Glenmede Trust
Pennsylvania
$465K – – –
PPWM
65
Paragon Private Wealth Management
Kentucky
$449K – – –
EWM
66
EPG Wealth Management
Georgia
$434K – – –
FHA
67
Flagship Harbor Advisors
Massachusetts
$420K -$74.3K -1,041 -15%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$415K -$16.9K -237 -4%
SPC
69
Sigma Planning Corp
Michigan
$363K +$3.21K +45 +0.9%
MCC
70
Money Concepts Capital
Florida
$353K +$339K +4,746 +3,542%
Jane Street
71
Jane Street
New York
$349K +$345K +4,830 New
NFG
72
Nations Financial Group
Iowa
$323K – – –
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$301K -$94K -1,316 -24%
AMR
74
Asset Management Resources
Massachusetts
$290K +$287K +4,015 New
ECM
75
Exchange Capital Management
Michigan
$280K – – –
1 2
3
4 5

PWB Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2022, worth a combined $381M — down 14% from $444M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PWB and 11 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was TrustCore Financial Services, adding an estimated $2.37M. The largest seller was IAM Advisory, cutting an estimated $8.78M.

  • 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $381M of Invesco Large Cap Growth ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 11 funds opened new Invesco Large Cap Growth ETF positions in Q1 2022 and 18 closed out, a net change of -7 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2022 was TrustCore Financial Services, an estimated $2.37M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2022 was IAM Advisory, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2022.