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Invesco Large Cap Growth ETF
PWB

124 hedge funds and large institutions have $381M invested in Invesco Large Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

1.15% more ownership

Funds ownership: 53.08% → 54.24% (+1.2%)

6% less funds holding

Funds holding: 132 → 124 (-8)

14% less capital invested

Capital invested by funds: $444M → $381M (-$63.1M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
36
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFS
TrustCore Financial Services
Tennessee
+$2.37M
2
LPL Financial
LPL Financial
California
+$2.17M
3
TFA
Tobias Financial Advisors
Florida
+$1.73M
4
NRI
NFP Retirement Inc
California
+$1.08M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
IA
IAM Advisory
Pennsylvania
-$8.78M
2
EF
Empowered Funds
Pennsylvania
-$7.44M
3
Ameriprise
Ameriprise
Minnesota
-$6.93M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.05M
5
Morgan Stanley
Morgan Stanley
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
76
HFG Advisors
Ohio
$278K – – –
HighTower Advisors
77
HighTower Advisors
Illinois
$276K +$7K +98 +3%
EBA
78
Eagle Bay Advisors
New York
$273K – – –
IRC
79
Investors Research Corp
Georgia
$267K +$79K +1,106 +43%
CPIG
80
Chicago Partners Investment Group
Illinois
$266K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$254K -$249K -3,487 -50%
ARC
82
Advisor Resource Council
Texas
$254K – – –
Citigroup
83
Citigroup
New York
$247K -$70.5K -987 -22%
BL
84
BFSG LLC
California
$245K – – –
NP
85
NorthRock Partners
Minnesota
$244K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$235K +$49K +686 +27%
SFWC
87
Strategic Family Wealth Counselors
New Jersey
$231K – – –
FTUS
88
Flow Traders U.S.
New York
$228K +$13.2K +185 +6%
CAN
89
Cetera Advisor Networks
California
$224K -$47.3K -662 -18%
KeyBank National Association
90
KeyBank National Association
Ohio
$212K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$203K -$116K -1,629 -37%
IAG
92
Investment Advisory Group
Massachusetts
$202K – – –
CWC
93
Carolinas Wealth Consulting
North Carolina
$179K – – –
BWA
94
BDO Wealth Advisors
Florida
$168K – – –
Bessemer Group
95
Bessemer Group
New Jersey
$162K – – –
William Blair & Company
96
William Blair & Company
Illinois
$149K – – –
CF
97
Centaurus Financial
California
$146K – – –
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$146K +$144K +2,016 New
APA
99
American Portfolios Advisors
New York
$131K – – –
AF
100
Advisornet Financial
Minnesota
$99K – – –
2 3
4
5 6

PWB Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2022, worth a combined $381M — down 14% from $444M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PWB and 11 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was TrustCore Financial Services, adding an estimated $2.37M. The largest seller was IAM Advisory, cutting an estimated $8.78M.

  • 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $381M of Invesco Large Cap Growth ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 11 funds opened new Invesco Large Cap Growth ETF positions in Q1 2022 and 18 closed out, a net change of -7 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2022 was TrustCore Financial Services, an estimated $2.37M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2022 was IAM Advisory, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2022.