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Invesco Large Cap Growth ETF

159 hedge funds and large institutions have $527M invested in Invesco Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $470M → $527M (+$56.9M)

3.1% more ownership

Funds ownership: 57.64%60.73% (+3.1%)

2% more funds holding

Funds holding: 156159 (+3)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
37
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Covenant Asset Management
New Jersey
$578K
EWM
77
EPG Wealth Management
Georgia
$567K -$536K -6,000 Closed
RAS
78
RPS Advisory Solutions
Kentucky
$558K +$528K +5,909 New
Creative Planning
79
Creative Planning
Kansas
$536K +$36.2K +405 +8%
SAM
80
Strategy Asset Managers
California
$498K
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$490K +$447 +5 +0.1%
Jane Street
82
Jane Street
New York
$481K +$153K +1,709 +50%
EWA
83
Evolution Wealth Advisors
Florida
$472K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$464K +$32.5K +364 +8%
NFG
85
Nations Financial Group
Iowa
$454K
PTC
86
Private Trust Company
Ohio
$433K +$410K +4,589 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$421K
CPIG
88
Chicago Partners Investment Group
Illinois
$401K
GWP
89
Gateway Wealth Partners
Wisconsin
$398K +$377K +4,217 New
HighTower Advisors
90
HighTower Advisors
Illinois
$387K +$14.7K +165 +4%
AWA
91
Arkadios Wealth Advisors
Georgia
$386K -$10.8K -121 -3%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$380K -$383K -4,290 -52%
HA
93
HFG Advisors
Ohio
$364K
SF
94
Summit Financial
New Jersey
$360K +$55.8K +624 +20%
William Blair & Company
95
William Blair & Company
Illinois
$351K
BRWA
96
B. Riley Wealth Advisors
Florida
$342K -$116K -1,300 -26%
TFP
97
Traction Financial Partners
Wyoming
$336K
HFW
98
Horizon Family Wealth
Illinois
$333K
SPC
99
Sigma Planning Corp
Michigan
$328K +$3.31K +37 +1%
Mariner
100
Mariner
Kansas
$323K +$12.5K +140 +4%

PWB Hedge Fund Activity: Q2 2024 in Review

159 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2024, worth a combined $527M — up 12% from $470M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 10 closed out — a net gain of 6 holders — while 37 added to existing stakes and 44 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $18.9M. The largest seller was Win Advisors, exiting entirely with an estimated $3.12M sold.

  • 159 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2024, up from 156 in Q1 2024.
  • Funds reported $527M of Invesco Large Cap Growth ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q2 2024 was UBS Group, an estimated $18.9M added.
  • The largest Invesco Large Cap Growth ETF seller in Q2 2024 was Win Advisors, an estimated $3.12M sold.

Based on aggregated 13F filings for Q2 2024.