Invesco Large Cap Growth ETF
124 hedge funds and large institutions have $381M invested in Invesco Large Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 18 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 32
1.15% more ownership
Funds ownership: 53.08% → 54.24% (+1.2%)
6% less funds holding
Funds holding: 132 → 124 (-8)
14% less capital invested
Capital invested by funds: $444M → $381M (-$63.1M)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$2.37M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.17M |
| 3 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$1.73M |
| 4 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$1.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IAM Advisory
Easton,
Pennsylvania
|
-$8.78M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$7.44M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.93M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.05M |
| 5 |
Morgan Stanley
New York
|
-$1.8M |
PWB Hedge Fund Activity: Q1 2022 in Review
124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2022, worth a combined $381M — down 14% from $444M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PWB and 11 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 36 added.
The largest buyer was TrustCore Financial Services, adding an estimated $2.37M. The largest seller was IAM Advisory, cutting an estimated $8.78M.
- 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2022, down from 132 in Q4 2021.
- Funds reported $381M of Invesco Large Cap Growth ETF stock for Q1 2022, down 14% quarter-over-quarter.
- 11 funds opened new Invesco Large Cap Growth ETF positions in Q1 2022 and 18 closed out, a net change of -7 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q1 2022 was TrustCore Financial Services, an estimated $2.37M added.
- The largest Invesco Large Cap Growth ETF seller in Q1 2022 was IAM Advisory, an estimated $8.78M sold.
Based on aggregated 13F filings for Q1 2022.