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Invesco Large Cap Growth ETF
PWB

137 hedge funds and large institutions have $460M invested in Invesco Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $355M → $460M (+$105M)

13% more funds holding

Funds holding: 121 → 137 (+16)

9.52% more ownership

Funds ownership: 56.84% → 66.36% (+9.5%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
137
Holders Change
+16
Holders Change %
+13.22%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$53.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.5M
3
LPL Financial
LPL Financial
California
+$10.9M
4
DAS
Dynamic Advisor Solutions
Arizona
+$3.63M
5
MWM
Meridian Wealth Management
Kentucky
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$19.3M
2
GM
GeoWealth Management
Illinois
-$7.11M
3
SWM
Spire Wealth Management
Virginia
-$5.34M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.15M
5
IF
Integrity Financial
Wyoming
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
51
NFP Retirement Inc
California
$1.03M -$14.4K -200 -1%
PA
52
Parallel Advisors
California
$958K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$941K -$56.2K -778 -6%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$935K +$415K +5,754 +92%
FFN
55
Focus Financial Network
Minnesota
$889K +$103K +1,426 +14%
Vontobel Holding
56
Vontobel Holding
Switzerland
$807K – – –
CAN
57
Cetera Advisor Networks
California
$730K +$48.3K +669 +8%
MML Investors Services
58
MML Investors Services
Massachusetts
$686K +$358K +4,963 +128%
Citadel Advisors
59
Citadel Advisors
Florida
$680K -$17.7K -245 -3%
FHA
60
Flagship Harbor Advisors
Massachusetts
$677K -$89.4K -1,238 -12%
MFIM
61
Mesirow Financial Investment Management
Illinois
$668K +$621K +8,600 New
PFS
62
Prospera Financial Services
Texas
$655K +$9.46K +131 +2%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$649K +$30.7K +425 +5%
IRC
64
Investors Research Corp
Georgia
$634K +$33.5K +464 +6%
OC
65
Oppenheimer & Co
New York
$632K +$59.3K +821 +11%
Stifel Financial
66
Stifel Financial
Missouri
$610K +$65.4K +906 +13%
CA
67
Cetera Advisors
Colorado
$564K -$31.9K -442 -6%
SAM
68
Strategy Asset Managers
California
$548K – – –
CAM
69
Covenant Asset Management
New Jersey
$540K – – –
EWM
70
EPG Wealth Management
Georgia
$512K – – –
BFEC
71
Benjamin F. Edwards & Company
Missouri
$509K – – –
GT
72
Glenmede Trust
Pennsylvania
$501K – – –
ACM
73
Armbruster Capital Management
New York
$495K – – –
SOS
74
Silver Oak Securities
Tennessee
$494K +$8.3K +115 +2%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$491K +$123K +1,710 +37%
1 2
3
4 5

PWB Hedge Fund Activity: Q4 2023 in Review

137 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2023, worth a combined $460M — up 29% from $355M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PWB positions and 7 closed out — a net gain of 16 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was United Capital Financial Advisors, cutting an estimated $19.3M.

  • 137 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $460M of Invesco Large Cap Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 23 funds opened new Invesco Large Cap Growth ETF positions in Q4 2023 and 7 closed out, a net change of +16 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2023.