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Invesco Large Cap Growth ETF

114 hedge funds and large institutions have $276M invested in Invesco Large Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 53.86%53.54% (-0.32%)

5% less capital invested

Capital invested by funds: $291M → $276M (-$14.2M)

3% less funds holding

Funds holding: 118114 (-4)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$614K -$677K -10,780 -50%
Stifel Financial
52
Stifel Financial
Missouri
$573K +$43.8K +698 +7%
PFS
53
Prospera Financial Services
Texas
$510K -$5.96K -95 -1%
TRCT
54
Tower Research Capital (TRC)
New York
$496K +$379K +6,036 +227%
OC
55
Oppenheimer & Co
New York
$470K
SOS
56
Silver Oak Securities
Tennessee
$423K +$392K +6,243 New
PPWM
57
Paragon Private Wealth Management
Kentucky
$420K -$2.51K -40 -0.6%
CAM
58
Covenant Asset Management
New Jersey
$405K
SAM
59
Strategy Asset Managers
California
$401K +$108K +1,718 +32%
BRWA
60
B. Riley Wealth Advisors
Florida
$397K +$437K +6,955 New
CA
61
Cetera Advisors
Colorado
$396K -$170K -2,714 -28%
ACM
62
Armbruster Capital Management
New York
$383K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$379K +$244K +3,883 +140%
AW
64
ACG Wealth
Georgia
$373K -$1.38K -22 -0.3%
GT
65
Glenmede Trust
Pennsylvania
$366K
BFA
66
Beacon Financial Advisory
Ohio
$365K
BFEC
67
Benjamin F. Edwards & Company
Missouri
$363K -$23.9K -380 -6%
IRC
68
Investors Research Corp
Georgia
$353K +$75.8K +1,207 +24%
EWM
69
EPG Wealth Management
Georgia
$342K
FHA
70
Flagship Harbor Advisors
Massachusetts
$304K -$23.6K -376 -7%
IA
71
IAM Advisory
Pennsylvania
$297K -$67.7K -1,079 -17%
SPC
72
Sigma Planning Corp
Michigan
$288K +$3.64K +58 +1%
CPIG
73
Chicago Partners Investment Group
Illinois
$265K
NFG
74
Nations Financial Group
Iowa
$255K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$253K -$15K -239 -5%

PWB Hedge Fund Activity: Q3 2022 in Review

114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2022, worth a combined $276M — down 4.9% from $291M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PWB and 6 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 28 added.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $2.4M.

  • 114 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2022, down from 118 in Q2 2022.
  • Funds reported $276M of Invesco Large Cap Growth ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 6 funds opened new Invesco Large Cap Growth ETF positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $1.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2022 was Arkadios Wealth Advisors, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2022.