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Invesco Large Cap Growth ETF

167 hedge funds and large institutions have $554M invested in Invesco Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $527M → $554M (+$27.6M)

5% more funds holding

Funds holding: 159167 (+8)

0.65% more ownership

Funds ownership: 60.73%61.39% (+0.65%)

49% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 55

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$1.33M
NRI
52
NFP Retirement Inc
California
$1.27M
PA
53
Parallel Advisors
California
$1.22M
TFS
54
Thoroughbred Financial Services
Tennessee
$1.19M -$51.8K -550 -4%
SOS
55
Silver Oak Securities
Tennessee
$1.19M +$875K +9,285 +336%
SPIA
56
Steward Partners Investment Advisory
New York
$1.11M -$26K -276 -2%
TCWM
57
Total Clarity Wealth Management
Illinois
$1.1M -$2.92K -31 -0.3%
FFN
58
Focus Financial Network
Minnesota
$983K -$4.8K -51 -0.5%
IRC
59
Investors Research Corp
Georgia
$946K +$40.8K +433 +5%
WA
60
Waverly Advisors
Alabama
$887K
FHA
61
Flagship Harbor Advisors
Massachusetts
$876K +$8.38K +89 +1%
AAS
62
Ameritas Advisory Services
Nebraska
$860K +$821K +8,710 New
MFIM
63
Mesirow Financial Investment Management
Illinois
$849K
Stifel Financial
64
Stifel Financial
Missouri
$797K -$19.8K -210 -3%
OC
65
Oppenheimer & Co
New York
$791K -$16.5K -175 -2%
PFS
66
Prospera Financial Services
Texas
$746K -$5.75K -61 -0.8%
SAM
67
Strategy Asset Managers
California
$696K
HAM
68
Harmony Asset Management
Arizona
$695K +$7.72K +82 +1%
MG
69
Mather Group
Illinois
$651K -$158K -1,674 -20%
BEI
70
Benjamin Edwards Inc
Missouri
$646K +$617K +6,550 New
GT
71
Glenmede Trust
Pennsylvania
$636K
ACM
72
Armbruster Capital Management
New York
$629K
CIA
73
Concurrent Investment Advisors
Florida
$619K +$591K +6,277 New
CAM
74
Covenant Asset Management
New Jersey
$603K -$283 -3 -0%
SPWM
75
Schrum Private Wealth Management
Florida
$602K +$287K +3,050 +100%

PWB Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2024, worth a combined $554M — up 5.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PWB positions and 10 closed out — a net gain of 10 holders — while 28 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.76M. The largest seller was Elevation Capital Advisory, cutting an estimated $8.78M.

  • 167 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $554M of Invesco Large Cap Growth ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 20 funds opened new Invesco Large Cap Growth ETF positions in Q3 2024 and 10 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2024 was Goldman Sachs, an estimated $9.76M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2024 was Elevation Capital Advisory, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2024.