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Invesco Large Cap Growth ETF
PWB

121 hedge funds and large institutions have $300M invested in Invesco Large Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $276M → $300M (+$23.3M)

6% more funds holding

Funds holding: 114 → 121 (+7)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.99% more ownership

Funds ownership: 53.54% → 54.54% (+0.99%)

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.88M
2
Wells Fargo
Wells Fargo
California
+$5.02M
3
RJA
Raymond James & Associates
Florida
+$1.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.27M
5
Morgan Stanley
Morgan Stanley
New York
+$1.11M

Top Sellers

1
FCM
Firestone Capital Management
Florida
-$2.15M
2
Jane Street
Jane Street
New York
-$1.04M
3
PA
Prism Advisors
California
-$575K
4
Citadel Advisors
Citadel Advisors
Florida
-$535K
5
SOS
Silver Oak Securities
Tennessee
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
76
Eagle Bay Advisors
New York
$226K – – –
HighTower Advisors
77
HighTower Advisors
Illinois
$223K +$12.2K +201 +6%
ARC
78
Advisor Resource Council
Texas
$210K – – –
ACA
79
Aptus Capital Advisors
Alabama
$210K – – –
NP
80
NorthRock Partners
Minnesota
$202K +$205K +3,380 New
Cerity Partners
81
Cerity Partners
New York
$201K +$204K +3,357 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$198K -$19.8K -326 -9%
EWA
83
EverSource Wealth Advisors
Alabama
$191K +$194K +3,200 New
CWC
84
Carolinas Wealth Consulting
North Carolina
$148K +$243 +4 +0.2%
BWA
85
BDO Wealth Advisors
Florida
$139K – – –
Citigroup
86
Citigroup
New York
$137K – – –
Bessemer Group
87
Bessemer Group
New Jersey
$134K – – –
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$129K +$8.26K +136 +7%
William Blair & Company
89
William Blair & Company
Illinois
$123K – – –
CF
90
Centaurus Financial
California
$121K – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$117K +$88.7K +1,460 +292%
CSC
92
Caldwell Sutter Capital
California
$114K +$115K +1,900 New
PPC
93
Park Place Capital
Alabama
$108K +$110K +1,816 New
MCC
94
Money Concepts Capital
Florida
$97.6K +$91.3K +1,503 +1,156%
HIA
95
Harbor Investment Advisory
Maryland
$85.9K – – –
ASN
96
Advisory Services Network
Georgia
$76.2K +$77.5K +1,275 New
BAM
97
Belpointe Asset Management
Nevada
$63.5K +$64.6K +1,063 New
MHR
98
Matthew Hamilton Rosenberg
$60.3K – – –
GA
99
GoalVest Advisory
New York
$51.7K – – –
NA
100
NewEdge Advisors
Louisiana
$49.2K +$69.6K +1,145 New
2 3
4
5 6

PWB Hedge Fund Activity: Q4 2022 in Review

121 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2022, worth a combined $300M — up 8.4% from $276M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 6 closed out — a net gain of 10 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.88M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $2.15M sold.

  • 121 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $300M of Invesco Large Cap Growth ETF stock for Q4 2022, up 8.4% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2022 was LPL Financial, an estimated $8.88M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2022 was Firestone Capital Management, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2022.