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Invesco Large Cap Growth ETF

114 hedge funds and large institutions have $276M invested in Invesco Large Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 53.86%53.54% (-0.32%)

5% less capital invested

Capital invested by funds: $291M → $276M (-$14.2M)

3% less funds holding

Funds holding: 118114 (-4)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
Exchange Capital Management
Michigan
$221K
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$220K -$18.7K -298 -7%
HA
78
HFG Advisors
Ohio
$219K
EBA
79
Eagle Bay Advisors
New York
$215K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$208K +$45.8K +730 +25%
ARC
81
Advisor Resource Council
Texas
$200K
HighTower Advisors
82
HighTower Advisors
Illinois
$200K
ACA
83
Aptus Capital Advisors
Alabama
$200K +$220K +3,512 New
CWC
84
Carolinas Wealth Consulting
North Carolina
$141K +$126 +2 +0.1%
BWA
85
BDO Wealth Advisors
Florida
$132K
Citigroup
86
Citigroup
New York
$130K -$69.6K -1,109 -33%
Bessemer Group
87
Bessemer Group
New Jersey
$128K
William Blair & Company
88
William Blair & Company
Illinois
$117K
CF
89
Centaurus Financial
California
$115K
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$115K
APA
91
American Portfolios Advisors
New York
$84.7K -$34K -541 -27%
HIA
92
Harbor Investment Advisory
Maryland
$82K
MHR
93
Matthew Hamilton Rosenberg
$58K
GA
94
GoalVest Advisory
New York
$49K
TAIM
95
TD Ameritrade Investment Management
Nebraska
$47K -$7.47K -119 -13%
FCB
96
First Command Bank
Texas
$42K
FCFS
97
First Command Financial Services
Texas
$42K
BHWM
98
Beaird Harris Wealth Management
Texas
$40K
BFPW
99
BOK Financial Private Wealth
Colorado
$36K
EC
100
EdgeRock Capital
Colorado
$36K +$40.2K +640 New

PWB Hedge Fund Activity: Q3 2022 in Review

114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2022, worth a combined $276M — down 4.9% from $291M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PWB and 6 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 28 added.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $2.4M.

  • 114 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2022, down from 118 in Q2 2022.
  • Funds reported $276M of Invesco Large Cap Growth ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 6 funds opened new Invesco Large Cap Growth ETF positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $1.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2022 was Arkadios Wealth Advisors, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2022.