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Invesco Large Cap Growth ETF

167 hedge funds and large institutions have $554M invested in Invesco Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $527M → $554M (+$27.6M)

5% more funds holding

Funds holding: 159167 (+8)

0.65% more ownership

Funds ownership: 60.73%61.39% (+0.65%)

49% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 55

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$597K +$570K +6,048 New
Creative Planning
77
Creative Planning
Kansas
$562K +$1.6K +17 +0.3%
Jane Street
78
Jane Street
New York
$541K +$36.5K +387 +8%
FCA
79
FinTrust Capital Advisors
South Carolina
$518K +$495K +5,250 New
BFA
80
Beacon Financial Advisory
Ohio
$491K -$111K -1,173 -19%
NFG
81
Nations Financial Group
Iowa
$475K
ECA
82
Elevation Capital Advisory
Oregon
$465K -$8.78M -93,235 -95%
GM
83
GeoWealth Management
Illinois
$465K +$444K +4,710 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$464K -$19.2K -204 -4%
PTC
85
Private Trust Company
Ohio
$453K
SF
86
Summit Financial
New Jersey
$446K +$67K +711 +19%
CPIG
87
Chicago Partners Investment Group
Illinois
$443K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$440K
GWP
89
Gateway Wealth Partners
Wisconsin
$415K -$848 -9 -0.2%
HighTower Advisors
90
HighTower Advisors
Illinois
$405K
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$383K -$123K -1,308 -25%
HA
92
HFG Advisors
Ohio
$380K
William Blair & Company
93
William Blair & Company
Illinois
$366K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$359K -$36.5K -387 -10%
BRWA
95
B. Riley Wealth Advisors
Florida
$351K -$4.71K -50 -1%
TFP
96
Traction Financial Partners
Wyoming
$351K
HFW
97
Horizon Family Wealth
Illinois
$348K
ARC
98
Advisor Resource Council
Texas
$347K +$331K +3,512 New
SPC
99
Sigma Planning Corp
Michigan
$342K
AQR Capital Management
100
AQR Capital Management
Connecticut
$338K +$322K +3,422 New

PWB Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2024, worth a combined $554M — up 5.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PWB positions and 10 closed out — a net gain of 10 holders — while 28 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.76M. The largest seller was Elevation Capital Advisory, cutting an estimated $8.78M.

  • 167 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $554M of Invesco Large Cap Growth ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 20 funds opened new Invesco Large Cap Growth ETF positions in Q3 2024 and 10 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2024 was Goldman Sachs, an estimated $9.76M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2024 was Elevation Capital Advisory, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2024.