We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF
PWB

172 hedge funds and large institutions have $589M invested in Invesco Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $554M → $589M (+$34.2M)

3% more funds holding

Funds holding: 167 → 172 (+5)

0.66% less ownership

Funds ownership: 61.39% → 60.73% (-0.66%)

53% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 64

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
30
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$10.4M
2
Bank of America
Bank of America
North Carolina
+$6.48M
3
LPL Financial
LPL Financial
California
+$6.01M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.3M
5
GM
GeoWealth Management
Illinois
+$1M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.8M
2
Goldman Sachs
Goldman Sachs
New York
-$9.6M
3
WA
Win Advisors
Florida
-$4.02M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.73M
5
AAS
Ameritas Advisory Services
Nebraska
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
101
Mariner
Kansas
$348K – – –
NP
102
NorthRock Partners
Minnesota
$344K – – –
EBA
103
Eagle Bay Advisors
New York
$336K – – –
PPWM
104
Paragon Private Wealth Management
Kentucky
$333K -$103 -1 -0%
HFW
105
Horizon Family Wealth
Illinois
$328K -$30.8K -299 -8%
CCA
106
Carrera Capital Advisors
Michigan
$326K +$206 +2 +0.1%
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$317K -$8.02K -78 -2%
IA
108
IAM Advisory
Pennsylvania
$314K -$1.85K -18 -0.6%
SPWM
109
Schrum Private Wealth Management
Florida
$310K -$314K -3,050 -50%
ECA
110
Elevation Capital Advisory
Oregon
$309K -$172K -1,673 -36%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$306K -$21.8M -212,445 -99%
SPC
112
Sigma Planning Corp
Michigan
$306K -$47.7K -464 -13%
EWA
113
EverSource Wealth Advisors
Alabama
$305K -$23.7K -230 -7%
Cerity Partners
114
Cerity Partners
New York
$302K – – –
AFP
115
Ausdal Financial Partners
Iowa
$301K +$305K +2,962 New
KeyBank National Association
116
KeyBank National Association
Ohio
$298K – – –
IAG
117
Investment Advisory Group
Massachusetts
$285K – – –
PS
118
Principal Securities
Iowa
$281K – – –
AWA
119
Arkadios Wealth Advisors
Georgia
$278K -$22K -214 -7%
NWMG
120
National Wealth Management Group
Ohio
$268K +$271K +2,632 New
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$264K +$31.4K +305 +13%
ECM
122
Exchange Capital Management
Michigan
$258K -$4.63K -45 -2%
PTC
123
Philadelphia Trust Company
Pennsylvania
$254K – – –
PI
124
PFG Investments
New York
$253K +$256K +2,487 New
P
125
&Partners
Tennessee
$244K +$242K +2,357 New
3 4
5
6 7

PWB Hedge Fund Activity: Q4 2024 in Review

172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2024, worth a combined $589M — up 6.2% from $554M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 64 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $10.4M. The largest seller was Mercer Global Advisors, cutting an estimated $21.8M.

  • 172 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $589M of Invesco Large Cap Growth ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $10.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.