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Invesco Large Cap Growth ETF
PWB

132 hedge funds and large institutions have $444M invested in Invesco Large Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $401M → $444M (+$43M)

6% more funds holding

Funds holding: 124 → 132 (+8)

2.01% more ownership

Funds ownership: 51.07% → 53.08% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 44

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
28
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.6M
2
EF
Empowered Funds
Pennsylvania
+$7.26M
3
FCM
Firestone Capital Management
Florida
+$3.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.27M
5
EWA
Evolution Wealth Advisors
Florida
+$788K

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$11.4M
2
IA
IAM Advisory
Pennsylvania
-$9.61M
3
TFS
TrustCore Financial Services
Tennessee
-$2.88M
4
TFA
Tobias Financial Advisors
Florida
-$1.8M
5
Truist Financial
Truist Financial
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$310K – – –
EBA
77
Eagle Bay Advisors
New York
$305K – – –
CAN
78
Cetera Advisor Networks
California
$304K -$329K -4,180 -53%
HighTower Advisors
79
HighTower Advisors
Illinois
$301K – – –
ARC
80
Advisor Resource Council
Texas
$284K -$28.7K -365 -9%
BL
81
BFSG LLC
California
$274K – – –
NP
82
NorthRock Partners
Minnesota
$273K – – –
SFWC
83
Strategic Family Wealth Counselors
New Jersey
$258K – – –
SPWM
84
Schrum Private Wealth Management
Florida
$246K +$240K +3,050 New
FTUS
85
Flow Traders U.S.
New York
$240K -$1.51M -19,157 -87%
KeyBank National Association
86
KeyBank National Association
Ohio
$237K – – –
BRWA
87
B. Riley Wealth Advisors
Florida
$236K -$6.3K -80 -3%
AWM
88
AE Wealth Management
Kansas
$234K +$229K +2,902 New
RA
89
Rodgers & Associates
Pennsylvania
$223K – – –
BA
90
Bristlecone Advisors
Washington
$220K – – –
IRC
91
Investors Research Corp
Georgia
$209K +$52.5K +666 +35%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$206K +$13K +165 +7%
IAG
93
Investment Advisory Group
Massachusetts
$203K +$221K +2,800 New
Creative Planning
94
Creative Planning
Kansas
$202K +$197K +2,501 New
CWC
95
Carolinas Wealth Consulting
North Carolina
$200K – – –
BWA
96
BDO Wealth Advisors
Florida
$187K – – –
Bessemer Group
97
Bessemer Group
New Jersey
$182K – – –
William Blair & Company
98
William Blair & Company
Illinois
$167K -$7.4K -94 -4%
CF
99
Centaurus Financial
California
$163K -$3.15K -40 -2%
APA
100
American Portfolios Advisors
New York
$147K – – –
2 3
4
5 6

PWB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2021, worth a combined $444M — up 11% from $401M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 28 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $11.4M sold.

  • 132 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $444M of Invesco Large Cap Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2021 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2021 was Morgan Stanley, an estimated $12.6M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2021 was Almanack Investment Partners, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2021.