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Invesco Large Cap Growth ETF
PWB

124 hedge funds and large institutions have $401M invested in Invesco Large Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $375M → $401M (+$25.9M)

2.77% more ownership

Funds ownership: 48.3% → 51.07% (+2.8%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

2% less funds holding

Funds holding: 127 → 124 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
33
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IAM Advisory
Pennsylvania
+$19.8M
2
AIP
Almanack Investment Partners
Pennsylvania
+$10.1M
3
Goldman Sachs
Goldman Sachs
New York
+$6.93M
4
LPL Financial
LPL Financial
California
+$2.89M
5
UCFA
United Capital Financial Advisors
Texas
+$838K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.14M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$1.64M
3
RJA
Raymond James & Associates
Florida
-$777K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$746K
5
AW
ACG Wealth
Georgia
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
101
Ellis Investment Partners
Pennsylvania
$75K – – –
MHR
102
Matthew Hamilton Rosenberg
$75K – – –
FCB
103
First Command Bank
Texas
$55K – – –
FCFS
104
First Command Financial Services
Texas
$55K – – –
SIM
105
Sonora Investment Management
Arizona
$53K – – –
JP Morgan Chase
106
JP Morgan Chase
New York
$43K – – –
APWA
107
Atlas Private Wealth Advisors
New Jersey
$40K -$19.5K -255 -32%
JCM
108
Jacobi Capital Management
Pennsylvania
$40K – – –
BW
109
Bison Wealth
Georgia
$39K -$22.2K -290 -36%
CAGAS
110
Capital Advisory Group Advisory Services
Minnesota
$38K – – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$38K – – –
BC
112
Barnett & Company
Tennessee
$37K – – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$37K – – –
GEA
114
Glen Eagle Advisors
New Jersey
$35.5K – – –
BCMIO
115
Beacon Capital Management Inc (Ohio)
Ohio
$33K +$34.6K +452 New
MRCM
116
M&R Capital Management
New Jersey
$29K +$16.2K +211 +112%
AIC
117
Archer Investment Corporation
Indiana
$20.7K – – –
PMFA
118
Plante Moran Financial Advisors
Michigan
$17K – – –
GWM
119
Geneos Wealth Management
Colorado
$14K – – –
IA
120
IFP Advisors
Florida
$11K – – –
AW
121
Avion Wealth
Texas
$7K +$7.66K +100 New
COCM
122
Charter Oak Capital Management
New Hampshire
$5K – – –
EI
123
Ellevest Inc
New York
$1K – – –
MA
124
Montag & Associates
Georgia
$1K – – –
RWMH
125
Riverpoint Wealth Management Holdings
Illinois
– -$1.64M -22,008 Closed
2 3 4
5
6

PWB Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2021, worth a combined $401M — up 6.9% from $375M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PWB and 8 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was IAM Advisory, opening a new position worth an estimated $19.8M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2021, down from 127 in Q2 2021.
  • Funds reported $401M of Invesco Large Cap Growth ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 8 funds opened new Invesco Large Cap Growth ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2021 was IAM Advisory, an estimated $19.8M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2021.