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Invesco Large Cap Growth ETF
PWB

121 hedge funds and large institutions have $300M invested in Invesco Large Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $276M → $300M (+$23.3M)

6% more funds holding

Funds holding: 114 → 121 (+7)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.99% more ownership

Funds ownership: 53.54% → 54.54% (+0.99%)

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.88M
2
Wells Fargo
Wells Fargo
California
+$5.02M
3
RJA
Raymond James & Associates
Florida
+$1.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.27M
5
Morgan Stanley
Morgan Stanley
New York
+$1.11M

Top Sellers

1
FCM
Firestone Capital Management
Florida
-$2.15M
2
Jane Street
Jane Street
New York
-$1.04M
3
PA
Prism Advisors
California
-$575K
4
Citadel Advisors
Citadel Advisors
Florida
-$535K
5
SOS
Silver Oak Securities
Tennessee
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
101
TD Ameritrade Investment Management
Nebraska
$47K -$2.37K -39 -5%
FCB
102
First Command Bank
Texas
$44K – – –
FCFS
103
First Command Financial Services
Texas
$44K – – –
BFPW
104
BOK Financial Private Wealth
Colorado
$38.2K – – –
JP Morgan Chase
105
JP Morgan Chase
New York
$32K +$61 +1 +0.2%
First Manhattan
106
First Manhattan
New York
$28.2K +$61 +1 +0.2%
GEA
107
Glen Eagle Advisors
New Jersey
$27.7K – – –
WOSD
108
WFA of San Diego
California
$25.9K +$26.4K +434 New
BCMIO
109
Beacon Capital Management Inc (Ohio)
Ohio
$25.1K -$1.82K -30 -7%
GWM
110
Geneos Wealth Management
Colorado
$24.6K +$25K +412 New
MRCM
111
M&R Capital Management
New Jersey
$23.1K -$1.46K -24 -6%
AIC
112
Archer Investment Corporation
Indiana
$16.7K – – –
KFI
113
Key Financial Inc
Pennsylvania
$16.2K – – –
IA
114
IFP Advisors
Florida
$12K – – –
TFP
115
Tilia Fiduciary Partners
North Carolina
$11.9K – – –
AWM
116
Accurate Wealth Management
Florida
$9.83K +$9.84K +162 New
GRP
117
Global Retirement Partners
California
$9.26K – – –
PAG
118
Private Advisor Group
New Jersey
$6.25K -$129K -2,127 -2%
AW
119
Avion Wealth
Texas
$5K – – –
VF
120
VitalStone Financial
Texas
$4K +$4.56K +75 New
MA
121
Montag & Associates
Georgia
$478 – – –
FCM
122
Firestone Capital Management
Florida
– -$2.15M -37,806 Closed
Jane Street
123
Jane Street
New York
– -$1.04M -18,249 Closed
SOS
124
Silver Oak Securities
Tennessee
– -$423K -6,243 Closed
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
– -$220K -3,870 Closed
2 3 4
5
6

PWB Hedge Fund Activity: Q4 2022 in Review

121 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2022, worth a combined $300M — up 8.4% from $276M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 6 closed out — a net gain of 10 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.88M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $2.15M sold.

  • 121 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $300M of Invesco Large Cap Growth ETF stock for Q4 2022, up 8.4% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2022 was LPL Financial, an estimated $8.88M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2022 was Firestone Capital Management, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2022.