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Invesco Large Cap Growth ETF
PWB

121 hedge funds and large institutions have $300M invested in Invesco Large Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $276M → $300M (+$23.3M)

6% more funds holding

Funds holding: 114 → 121 (+7)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.99% more ownership

Funds ownership: 53.54% → 54.54% (+0.99%)

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.88M
2
Wells Fargo
Wells Fargo
California
+$5.02M
3
RJA
Raymond James & Associates
Florida
+$1.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.27M
5
Morgan Stanley
Morgan Stanley
New York
+$1.11M

Top Sellers

1
FCM
Firestone Capital Management
Florida
-$2.15M
2
Jane Street
Jane Street
New York
-$1.04M
3
PA
Prism Advisors
California
-$575K
4
Citadel Advisors
Citadel Advisors
Florida
-$535K
5
SOS
Silver Oak Securities
Tennessee
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$488K -$32.8K -539 -6%
CA
52
Cetera Advisors
Colorado
$469K +$53.7K +883 +13%
AWA
53
Arkadios Wealth Advisors
Georgia
$445K -$250K -4,110 -36%
IRC
54
Investors Research Corp
Georgia
$422K +$52.9K +870 +14%
SAM
55
Strategy Asset Managers
California
$421K – – –
Stifel Financial
56
Stifel Financial
Missouri
$416K -$188K -3,100 -31%
PPWM
57
Paragon Private Wealth Management
Kentucky
$412K – – –
BRWA
58
B. Riley Wealth Advisors
Florida
$410K -$5.29K -87 -1%
CAM
59
Covenant Asset Management
New Jersey
$410K -$14.6K -240 -3%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$408K +$416K +6,838 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$398K +$608 +10 +0.2%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$394K +$13.4K +221 +3%
GT
63
Glenmede Trust
Pennsylvania
$385K – – –
BFA
64
Beacon Financial Advisory
Ohio
$383K – – –
ACM
65
Armbruster Capital Management
New York
$381K -$21.3K -350 -5%
EWM
66
EPG Wealth Management
Georgia
$358K – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$326K +$332K +5,459 New
SPC
68
Sigma Planning Corp
Michigan
$317K +$15.7K +258 +5%
FHA
69
Flagship Harbor Advisors
Massachusetts
$307K -$12.2K -200 -4%
IA
70
IAM Advisory
Pennsylvania
$302K -$9.72K -160 -3%
CPIG
71
Chicago Partners Investment Group
Illinois
$286K – – –
NFG
72
Nations Financial Group
Iowa
$267K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$266K +$122 +2 +0%
ECM
74
Exchange Capital Management
Michigan
$232K – – –
HA
75
HFG Advisors
Ohio
$230K – – –
1 2
3
4 5

PWB Hedge Fund Activity: Q4 2022 in Review

121 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2022, worth a combined $300M — up 8.4% from $276M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 6 closed out — a net gain of 10 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.88M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $2.15M sold.

  • 121 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $300M of Invesco Large Cap Growth ETF stock for Q4 2022, up 8.4% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2022 was LPL Financial, an estimated $8.88M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2022 was Firestone Capital Management, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2022.