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Invesco Large Cap Growth ETF

167 hedge funds and large institutions have $554M invested in Invesco Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $527M → $554M (+$27.6M)

5% more funds holding

Funds holding: 159167 (+8)

0.65% more ownership

Funds ownership: 60.73%61.39% (+0.65%)

49% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 55

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$338K
NP
102
NorthRock Partners
Minnesota
$334K
EBA
103
Eagle Bay Advisors
New York
$326K
PPWM
104
Paragon Private Wealth Management
Kentucky
$323K -$5.56K -59 -2%
EWA
105
EverSource Wealth Advisors
Alabama
$318K -$14.1K -150 -4%
CCA
106
Carrera Capital Advisors
Michigan
$316K
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$315K
IA
108
IAM Advisory
Pennsylvania
$306K -$18.3K -194 -6%
RAS
109
RPS Advisory Solutions
Kentucky
$302K -$268K -2,849 -48%
Cerity Partners
110
Cerity Partners
New York
$293K
AWA
111
Arkadios Wealth Advisors
Georgia
$291K -$107K -1,132 -28%
KeyBank National Association
112
KeyBank National Association
Ohio
$289K
IAG
113
Investment Advisory Group
Massachusetts
$276K
PS
114
Principal Securities
Iowa
$273K -$23.6K -250 -8%
ECM
115
Exchange Capital Management
Michigan
$254K
PCMC
116
Private Capital Management (Colorado)
Colorado
$248K +$237K +2,512 New
PTC
117
Philadelphia Trust Company
Pennsylvania
$247K
DWM
118
Dakota Wealth Management
Florida
$236K
TRCT
119
Tower Research Capital (TRC)
New York
$234K +$115K +1,221 +106%
VP
120
Verum Partners
North Carolina
$229K
CL
121
Choreo LLC
Illinois
$227K
CWM
122
Centurion Wealth Management
Virginia
$227K +$217K +2,304 New
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$226K -$15.2K -161 -7%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$225K
ACM
125
Alamar Capital Management
California
$222K

PWB Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2024, worth a combined $554M — up 5.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PWB positions and 10 closed out — a net gain of 10 holders — while 28 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.76M. The largest seller was Elevation Capital Advisory, cutting an estimated $8.78M.

  • 167 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $554M of Invesco Large Cap Growth ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 20 funds opened new Invesco Large Cap Growth ETF positions in Q3 2024 and 10 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2024 was Goldman Sachs, an estimated $9.76M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2024 was Elevation Capital Advisory, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2024.