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Invesco Large Cap Growth ETF
PWB

156 hedge funds and large institutions have $470M invested in Invesco Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

14% more funds holding

Funds holding: 137 → 156 (+19)

2% more capital invested

Capital invested by funds: $460M → $470M (+$10.3M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

8.72% less ownership

Funds ownership: 66.36% → 57.64% (-8.7%)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
40
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$7.93M
2
RIA
Regal Investment Advisors
Michigan
+$5.98M
3
RJA
Raymond James & Associates
Florida
+$4.54M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
+$2.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.5M
2
UBS Group
UBS Group
Switzerland
-$18M
3
MWM
Meridian Wealth Management
Kentucky
-$3.81M
4
UCFA
United Capital Financial Advisors
Texas
-$3.42M
5
Osaic Holdings
Osaic Holdings
Arizona
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
NP
101
NorthRock Partners
Minnesota
$302K – – –
PPWM
102
Paragon Private Wealth Management
Kentucky
$298K – – –
EBA
103
Eagle Bay Advisors
New York
$295K – – –
CPA
104
Cardiff Park Advisors
California
$295K +$280K +3,300 New
IA
105
IAM Advisory
Pennsylvania
$294K -$1.95K -23 -0.7%
Mariner
106
Mariner
Kansas
$293K +$278K +3,281 New
EWA
107
EverSource Wealth Advisors
Alabama
$287K -$2.12K -25 -0.7%
SFWC
108
Strategic Family Wealth Counselors
New Jersey
$285K – – –
SF
109
Summit Financial
New Jersey
$284K +$270K +3,183 New
LCGC
110
Legacy Capital Group California
California
$284K +$270K +3,182 New
ECM
111
Exchange Capital Management
Michigan
$284K -$59.4K -700 -18%
ARC
112
Advisor Resource Council
Texas
$273K +$298K +3,512 New
SPWM
113
Schrum Private Wealth Management
Florida
$272K – – –
PS
114
Principal Securities
Iowa
$269K – – –
Cerity Partners
115
Cerity Partners
New York
$265K – – –
KeyBank National Association
116
KeyBank National Association
Ohio
$262K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$254K +$59.9K +707 +33%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$253K +$240K +2,833 New
IAG
119
Investment Advisory Group
Massachusetts
$250K – – –
PTC
120
Philadelphia Trust Company
Pennsylvania
$223K +$212K +2,501 New
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$216K -$151K -1,782 -0.8%
DWM
122
Dakota Wealth Management
Florida
$213K +$203K +2,390 New
CL
123
Choreo LLC
Illinois
$207K +$197K +2,320 New
VP
124
Verum Partners
North Carolina
$207K +$196K +2,317 New
CWM
125
Centurion Wealth Management
Virginia
$206K +$195K +2,304 New
3 4
5
6 7

PWB Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2024, worth a combined $470M — up 2.2% from $460M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PWB positions and 9 closed out — a net gain of 21 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.93M. The largest seller was Morgan Stanley, cutting an estimated $63.5M.

  • 156 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $470M of Invesco Large Cap Growth ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 30 funds opened new Invesco Large Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +21 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2024 was Ethos Financial Group, an estimated $7.93M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2024.