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Invesco Large Cap Growth ETF
PWB

137 hedge funds and large institutions have $460M invested in Invesco Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $355M → $460M (+$105M)

13% more funds holding

Funds holding: 121 → 137 (+16)

9.52% more ownership

Funds ownership: 56.84% → 66.36% (+9.5%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
137
Holders Change
+16
Holders Change %
+13.22%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$53.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.5M
3
LPL Financial
LPL Financial
California
+$10.9M
4
DAS
Dynamic Advisor Solutions
Arizona
+$3.63M
5
MWM
Meridian Wealth Management
Kentucky
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$19.3M
2
GM
GeoWealth Management
Illinois
-$7.11M
3
SWM
Spire Wealth Management
Virginia
-$5.34M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.15M
5
IF
Integrity Financial
Wyoming
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
76
Harmony Asset Management
Arizona
$461K +$428K +5,932 New
BFA
77
Beacon Financial Advisory
Ohio
$412K – – –
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$387K +$9.6K +133 +3%
MG
79
Mather Group
Illinois
$383K -$22.3K -309 -6%
NFG
80
Nations Financial Group
Iowa
$374K – – –
CPIG
81
Chicago Partners Investment Group
Illinois
$362K – – –
BRWA
82
B. Riley Wealth Advisors
Florida
$359K -$22.2K -308 -6%
AWA
83
Arkadios Wealth Advisors
Georgia
$330K -$41.6K -576 -12%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$320K +$62.8K +870 +27%
ECM
85
Exchange Capital Management
Michigan
$301K – – –
HA
86
HFG Advisors
Ohio
$299K – – –
William Blair & Company
87
William Blair & Company
Illinois
$289K – – –
Creative Planning
88
Creative Planning
Kansas
$284K +$264K +3,661 New
TFP
89
Traction Financial Partners
Wyoming
$276K +$257K +3,553 New
EWA
90
EverSource Wealth Advisors
Alabama
$264K -$9.89K -137 -4%
NP
91
NorthRock Partners
Minnesota
$263K – – –
PPWM
92
Paragon Private Wealth Management
Kentucky
$259K -$91.4K -1,266 -28%
IA
93
IAM Advisory
Pennsylvania
$258K -$8.3K -115 -3%
EBA
94
Eagle Bay Advisors
New York
$256K – – –
SFWC
95
Strategic Family Wealth Counselors
New Jersey
$248K – – –
HFW
96
Horizon Family Wealth
Illinois
$246K +$361 +5 +0.2%
SPWM
97
Schrum Private Wealth Management
Florida
$237K – – –
PS
98
Principal Securities
Iowa
$234K +$218K +3,015 New
Cerity Partners
99
Cerity Partners
New York
$231K +$214K +2,970 New
TCWM
100
Total Clarity Wealth Management
Illinois
$229K +$213K +2,952 New
2 3
4
5 6

PWB Hedge Fund Activity: Q4 2023 in Review

137 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2023, worth a combined $460M — up 29% from $355M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PWB positions and 7 closed out — a net gain of 16 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was United Capital Financial Advisors, cutting an estimated $19.3M.

  • 137 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $460M of Invesco Large Cap Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 23 funds opened new Invesco Large Cap Growth ETF positions in Q4 2023 and 7 closed out, a net change of +16 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2023.