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Invesco Large Cap Growth ETF
PWB

156 hedge funds and large institutions have $470M invested in Invesco Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

14% more funds holding

Funds holding: 137 → 156 (+19)

2% more capital invested

Capital invested by funds: $460M → $470M (+$10.3M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

8.72% less ownership

Funds ownership: 66.36% → 57.64% (-8.7%)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
40
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$7.93M
2
RIA
Regal Investment Advisors
Michigan
+$5.98M
3
RJA
Raymond James & Associates
Florida
+$4.54M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
+$2.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.5M
2
UBS Group
UBS Group
Switzerland
-$18M
3
MWM
Meridian Wealth Management
Kentucky
-$3.81M
4
UCFA
United Capital Financial Advisors
Texas
-$3.42M
5
Osaic Holdings
Osaic Holdings
Arizona
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
76
Armbruster Capital Management
New York
$569K – – –
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$549K -$499K -5,881 -49%
CAM
78
Covenant Asset Management
New Jersey
$546K -$70.6K -833 -12%
EWM
79
EPG Wealth Management
Georgia
$536K – – –
BFA
80
Beacon Financial Advisory
Ohio
$474K – – –
Creative Planning
81
Creative Planning
Kansas
$471K +$136K +1,609 +44%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$463K +$17.6K +207 +4%
EWA
83
Evolution Wealth Advisors
Florida
$446K +$424K +5,000 New
NFG
84
Nations Financial Group
Iowa
$430K – – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$406K +$36.7K +433 +11%
TCWM
86
Total Clarity Wealth Management
Illinois
$405K +$134K +1,585 +54%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$398K -$158K -1,866 -30%
MG
88
Mather Group
Illinois
$397K +$15.3K +180 +4%
GCP
89
GSA Capital Partners
United Kingdom
$391K +$371K +4,375 New
CPIG
90
Chicago Partners Investment Group
Illinois
$380K – – –
AWA
91
Arkadios Wealth Advisors
Georgia
$375K -$4.16K -49 -1%
HighTower Advisors
92
HighTower Advisors
Illinois
$351K +$333K +3,931 New
HA
93
HFG Advisors
Ohio
$344K – – –
BRWA
94
B. Riley Wealth Advisors
Florida
$334K +$26.1K +308 +7%
William Blair & Company
95
William Blair & Company
Illinois
$332K – – –
Two Sigma Investments
96
Two Sigma Investments
New York
$321K +$305K +3,600 New
TFP
97
Traction Financial Partners
Wyoming
$315K – – –
HFW
98
Horizon Family Wealth
Illinois
$314K +$30.4K +359 +11%
SPC
99
Sigma Planning Corp
Michigan
$306K +$291K +3,431 New
Jane Street
100
Jane Street
New York
$302K +$287K +3,385 New
2 3
4
5 6

PWB Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2024, worth a combined $470M — up 2.2% from $460M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PWB positions and 9 closed out — a net gain of 21 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.93M. The largest seller was Morgan Stanley, cutting an estimated $63.5M.

  • 156 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $470M of Invesco Large Cap Growth ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 30 funds opened new Invesco Large Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +21 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2024 was Ethos Financial Group, an estimated $7.93M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2024.