We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF
PWB

156 hedge funds and large institutions have $470M invested in Invesco Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

14% more funds holding

Funds holding: 137 → 156 (+19)

2% more capital invested

Capital invested by funds: $460M → $470M (+$10.3M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

8.72% less ownership

Funds ownership: 66.36% → 57.64% (-8.7%)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
40
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$7.93M
2
RIA
Regal Investment Advisors
Michigan
+$5.98M
3
RJA
Raymond James & Associates
Florida
+$4.54M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
+$2.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.5M
2
UBS Group
UBS Group
Switzerland
-$18M
3
MWM
Meridian Wealth Management
Kentucky
-$3.81M
4
UCFA
United Capital Financial Advisors
Texas
-$3.42M
5
Osaic Holdings
Osaic Holdings
Arizona
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
51
Fulcrum Equity Management
Texas
$1.25M +$1.19M +14,024 New
IWM
52
IHT Wealth Management
Illinois
$1.24M +$85 +1 +0%
TFS
53
Thoroughbred Financial Services
Tennessee
$1.19M – – –
NRI
54
NFP Retirement Inc
California
$1.15M -$29.7K -350 -3%
PA
55
Parallel Advisors
California
$1.1M – – –
Citadel Advisors
56
Citadel Advisors
Florida
$998K +$205K +2,421 +28%
FFN
57
Focus Financial Network
Minnesota
$986K +$9.07K +107 +0.9%
MML Investors Services
58
MML Investors Services
Massachusetts
$969K +$171K +2,021 +23%
SPIA
59
Steward Partners Investment Advisory
New York
$967K -$109K -1,280 -11%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$949K +$901K +10,628 New
GM
61
GeoWealth Management
Illinois
$918K +$871K +10,277 New
CAN
62
Cetera Advisor Networks
California
$882K +$41.5K +489 +5%
WA
63
Waverly Advisors
Alabama
$802K +$762K +8,986 New
FHA
64
Flagship Harbor Advisors
Massachusetts
$784K +$5.6K +66 +0.8%
IRC
65
Investors Research Corp
Georgia
$773K +$42.2K +498 +6%
MFIM
66
Mesirow Financial Investment Management
Illinois
$768K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$742K -$3.81K -45 -0.5%
OC
68
Oppenheimer & Co
New York
$739K +$12.6K +149 +2%
CA
69
Cetera Advisors
Colorado
$738K +$85.7K +1,011 +14%
PFS
70
Prospera Financial Services
Texas
$688K -$60.9K -718 -9%
Stifel Financial
71
Stifel Financial
Missouri
$674K -$25.9K -305 -4%
SAM
72
Strategy Asset Managers
California
$629K – – –
HAM
73
Harmony Asset Management
Arizona
$621K +$87K +1,026 +17%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$585K -$254 -3 -0%
GT
75
Glenmede Trust
Pennsylvania
$575K – – –
1 2
3
4 5

PWB Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2024, worth a combined $470M — up 2.2% from $460M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PWB positions and 9 closed out — a net gain of 21 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.93M. The largest seller was Morgan Stanley, cutting an estimated $63.5M.

  • 156 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $470M of Invesco Large Cap Growth ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 30 funds opened new Invesco Large Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +21 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2024 was Ethos Financial Group, an estimated $7.93M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2024.