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Invesco Large Cap Growth ETF
PWB

128 hedge funds and large institutions have $317M invested in Invesco Large Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

6% more funds holding

Funds holding: 121 → 128 (+7)

6% more capital invested

Capital invested by funds: $300M → $317M (+$17M)

0.26% more ownership

Funds ownership: 54.54% → 54.8% (+0.26%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.74M
2
Bank of America
Bank of America
North Carolina
+$3.02M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.04M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$663K
5
Vontobel Holding
Vontobel Holding
Switzerland
+$651K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.37M
2
Morgan Stanley
Morgan Stanley
New York
-$3.13M
3
SWP
Stratos Wealth Partners
Ohio
-$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
UBS Group
UBS Group
Switzerland
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
101
Bristlecone Advisors
Washington
$86.9K +$83.8K +1,337 New
ASN
102
Advisory Services Network
Georgia
$82.9K – – –
BAM
103
Belpointe Asset Management
Nevada
$69.1K – – –
MHR
104
Matthew Hamilton Rosenberg
$65.6K – – –
WWP
105
WR Wealth Planners
Missouri
$56.5K +$54.5K +870 New
GA
106
GoalVest Advisory
New York
$56.3K – – –
TAIM
107
TD Ameritrade Investment Management
Nebraska
$49K -$2.44K -39 -5%
FCB
108
First Command Bank
Texas
$48.1K – – –
FCFS
109
First Command Financial Services
Texas
$48.1K – – –
RI
110
Ridgewood Investments
New Jersey
$46.2K +$44.5K +711 New
BFPW
111
BOK Financial Private Wealth
Colorado
$41.6K – – –
MRCM
112
M&R Capital Management
New Jersey
$38.9K +$13.2K +211 +55%
JP Morgan Chase
113
JP Morgan Chase
New York
$35.1K – – –
First Manhattan
114
First Manhattan
New York
$30.7K – – –
GEA
115
Glen Eagle Advisors
New Jersey
$28.5K -$1.63K -26 -6%
BCMIO
116
Beacon Capital Management Inc (Ohio)
Ohio
$27.2K -$63 -1 -0.2%
MAWA
117
Moss Adams Wealth Advisors
Washington
$27K +$26K +415 New
GWM
118
Geneos Wealth Management
Colorado
$26.8K – – –
NA
119
NewEdge Advisors
Louisiana
$20.9K -$51.6K -823 -72%
AIC
120
Archer Investment Corporation
Indiana
$18.2K – – –
TFP
121
Tilia Fiduciary Partners
North Carolina
$13K – – –
GRP
122
Global Retirement Partners
California
$11.6K +$1.57K +25 +16%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$10.2K -$184K -2,935 -2%
PA
124
PSI Advisors
Florida
$7.15K +$6.89K +110 New
IA
125
IFP Advisors
Florida
$6.84K -$6.39K -102 -40%
2 3 4
5
6

PWB Hedge Fund Activity: Q1 2023 in Review

128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2023, worth a combined $317M — up 5.7% from $300M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PWB positions and 5 closed out — a net gain of 8 holders — while 31 added to existing stakes and 48 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $5.74M. The largest seller was Wells Fargo, cutting an estimated $5.37M.

  • 128 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2023, up from 121 in Q4 2022.
  • Funds reported $317M of Invesco Large Cap Growth ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 13 funds opened new Invesco Large Cap Growth ETF positions in Q1 2023 and 5 closed out, a net change of +8 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $5.74M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2023 was Wells Fargo, an estimated $5.37M sold.

Based on aggregated 13F filings for Q1 2023.