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Invesco Large Cap Growth ETF

114 hedge funds and large institutions have $276M invested in Invesco Large Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 53.86%53.54% (-0.32%)

5% less capital invested

Capital invested by funds: $291M → $276M (-$14.2M)

3% less funds holding

Funds holding: 118114 (-4)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$30K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$28K
GEA
103
Glen Eagle Advisors
New Jersey
$26.4K
BCMIO
104
Beacon Capital Management Inc (Ohio)
Ohio
$26K -$63 -1 -0.2%
First Manhattan
105
First Manhattan
New York
$26K
MRCM
106
M&R Capital Management
New Jersey
$23K
KFI
107
Key Financial Inc
Pennsylvania
$16K
AIC
108
Archer Investment Corporation
Indiana
$15.9K
IA
109
IFP Advisors
Florida
$12K
TFP
110
Tilia Fiduciary Partners
North Carolina
$11K
GRP
111
Global Retirement Partners
California
$10K +$9.73K +155 New
MCC
112
Money Concepts Capital
Florida
$7K -$161K -2,565 -95%
AW
113
Avion Wealth
Texas
$6K
NEPWA
114
New England Private Wealth Advisors
Massachusetts
-$1.14M -15,730 Closed
CAN
115
Cetera Advisor Networks
California
-$294K -5,012 Closed
MML Investors Services
116
MML Investors Services
Massachusetts
-$218K -3,708 Closed
AMR
117
Asset Management Resources
Massachusetts
-$214K -3,640 Closed
AF
118
Advisornet Financial
Minnesota
-$34K -577 Closed
CAGAS
119
Capital Advisory Group Advisory Services
Minnesota
-$37K -510 Closed
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
-$13K -225 Closed
GWM
121
Geneos Wealth Management
Colorado
-$11K -192 Closed

PWB Hedge Fund Activity: Q3 2022 in Review

114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2022, worth a combined $276M — down 4.9% from $291M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PWB and 6 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 28 added.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $2.4M.

  • 114 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2022, down from 118 in Q2 2022.
  • Funds reported $276M of Invesco Large Cap Growth ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 6 funds opened new Invesco Large Cap Growth ETF positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $1.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2022 was Arkadios Wealth Advisors, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2022.