We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF
PWB

172 hedge funds and large institutions have $589M invested in Invesco Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $554M → $589M (+$34.2M)

3% more funds holding

Funds holding: 167 → 172 (+5)

0.66% less ownership

Funds ownership: 61.39% → 60.73% (-0.66%)

53% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 64

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
30
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$10.4M
2
Bank of America
Bank of America
North Carolina
+$6.48M
3
LPL Financial
LPL Financial
California
+$6.01M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.3M
5
GM
GeoWealth Management
Illinois
+$1M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.8M
2
Goldman Sachs
Goldman Sachs
New York
-$9.6M
3
WA
Win Advisors
Florida
-$4.02M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.73M
5
AAS
Ameritas Advisory Services
Nebraska
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
76
Concurrent Investment Advisors
Florida
$638K -$720 -7 -0.1%
CAM
77
Covenant Asset Management
New Jersey
$617K -$5.45K -53 -0.9%
CF
78
Claris Financial
Virginia
$577K +$583K +5,670 New
TCWM
79
Total Clarity Wealth Management
Illinois
$555K -$581K -5,645 -51%
Creative Planning
80
Creative Planning
Kansas
$541K -$38.1K -370 -7%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$514K +$120K +1,167 +30%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$511K +$32.3K +314 +7%
EWA
83
Evolution Wealth Advisors
Florida
$509K +$514K +5,000 New
BFA
84
Beacon Financial Advisory
Ohio
$507K – – –
WA
85
Win Advisors
Florida
$491K -$4.02M -39,076 -89%
SF
86
Summit Financial
New Jersey
$475K +$15.8K +154 +3%
PTC
87
Private Trust Company
Ohio
$467K – – –
NFG
88
Nations Financial Group
Iowa
$456K -$33.9K -330 -7%
CPIG
89
Chicago Partners Investment Group
Illinois
$454K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$453K – – –
GWP
91
Gateway Wealth Partners
Wisconsin
$431K +$2.57K +25 +0.6%
HighTower Advisors
92
HighTower Advisors
Illinois
$417K +$206 +2 +0%
DWM
93
Darwin Wealth Management
Florida
$407K +$411K +4,000 New
HA
94
HFG Advisors
Ohio
$392K – – –
William Blair & Company
95
William Blair & Company
Illinois
$378K – – –
BNMT
96
Bawa N Mallick Trust
New York
$367K +$371K +3,609 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$367K -$2.78K -27 -0.7%
TFP
98
Traction Financial Partners
Wyoming
$361K – – –
BRWA
99
B. Riley Wealth Advisors
Florida
$361K -$2.06K -20 -0.6%
AQR Capital Management
100
AQR Capital Management
Connecticut
$348K – – –
2 3
4
5 6

PWB Hedge Fund Activity: Q4 2024 in Review

172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2024, worth a combined $589M — up 6.2% from $554M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 64 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $10.4M. The largest seller was Mercer Global Advisors, cutting an estimated $21.8M.

  • 172 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $589M of Invesco Large Cap Growth ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $10.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.