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Invesco Large Cap Growth ETF
PWB

137 hedge funds and large institutions have $460M invested in Invesco Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $355M → $460M (+$105M)

13% more funds holding

Funds holding: 121 → 137 (+16)

9.52% more ownership

Funds ownership: 56.84% → 66.36% (+9.5%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
137
Holders Change
+16
Holders Change %
+13.22%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$53.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.5M
3
LPL Financial
LPL Financial
California
+$10.9M
4
DAS
Dynamic Advisor Solutions
Arizona
+$3.63M
5
MWM
Meridian Wealth Management
Kentucky
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$19.3M
2
GM
GeoWealth Management
Illinois
-$7.11M
3
SWM
Spire Wealth Management
Virginia
-$5.34M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.15M
5
IF
Integrity Financial
Wyoming
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
101
KeyBank National Association
Ohio
$228K +$212K +2,930 New
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$218K +$15.5M +214,619 +7,152%
IAG
103
Investment Advisory Group
Massachusetts
$218K +$202K +2,800 New
AMR
104
Asset Management Resources
Massachusetts
$215K +$199K +2,762 New
TRCT
105
Tower Research Capital (TRC)
New York
$167K -$34K -471 -18%
CF
106
Centaurus Financial
California
$153K – – –
Citigroup
107
Citigroup
New York
$150K – – –
CSC
108
Caldwell Sutter Capital
California
$148K – – –
BL
109
BFSG LLC
California
$148K +$137K +1,900 New
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$133K -$57.3K -794 -32%
KFI
111
Key Financial Inc
Pennsylvania
$115K – – –
BWM
112
Baystate Wealth Management
Massachusetts
$109K +$144 +2 +0.1%
HIA
113
Harbor Investment Advisory
Maryland
$106K -$5.42K -75 -5%
ASN
114
Advisory Services Network
Georgia
$99.1K +$92K +1,275 New
NFA
115
Northwest Financial Advisors
Virginia
$89.4K +$83K +1,150 New
MHR
116
Matthew Hamilton Rosenberg
$78.6K – – –
GA
117
GoalVest Advisory
New York
$67.3K – – –
FCAS
118
First Command Advisory Services
Texas
$57.5K – – –
EC
119
EdgeRock Capital
Colorado
$54.4K +$46.2K +640 New
MRCM
120
M&R Capital Management
New Jersey
$46.3K – – –
JP Morgan Chase
121
JP Morgan Chase
New York
$46.1K +$4.33K +60 +11%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$38.9K – – –
First Manhattan
123
First Manhattan
New York
$36.7K -$722 -10 -2%
GEA
124
Glen Eagle Advisors
New Jersey
$34K – – –
GRP
125
Global Retirement Partners
California
$32.5K +$16.6K +230 +128%
2 3 4
5
6

PWB Hedge Fund Activity: Q4 2023 in Review

137 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2023, worth a combined $460M — up 29% from $355M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PWB positions and 7 closed out — a net gain of 16 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was United Capital Financial Advisors, cutting an estimated $19.3M.

  • 137 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $460M of Invesco Large Cap Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 23 funds opened new Invesco Large Cap Growth ETF positions in Q4 2023 and 7 closed out, a net change of +16 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2023.