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Invesco Large Cap Growth ETF
PWB

132 hedge funds and large institutions have $444M invested in Invesco Large Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 44 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

11% more capital invested

Capital invested by funds: $401M → $444M (+$43M)

6% more funds holding

Funds holding: 124 → 132 (+8)

2.01% more ownership

Funds ownership: 51.07% → 53.08% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 44

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
28
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.6M
2
EF
Empowered Funds
Pennsylvania
+$7.26M
3
FCM
Firestone Capital Management
Florida
+$3.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.27M
5
EWA
Evolution Wealth Advisors
Florida
+$788K

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$11.4M
2
IA
IAM Advisory
Pennsylvania
-$9.61M
3
TFS
TrustCore Financial Services
Tennessee
-$2.88M
4
TFA
Tobias Financial Advisors
Florida
-$1.8M
5
Truist Financial
Truist Financial
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
126
Money Concepts Capital
Florida
$11K +$10.6K +134 New
AW
127
Avion Wealth
Texas
$8K – – –
EI
128
Ellevest Inc
New York
$1K – – –
MA
129
Montag & Associates
Georgia
$1K – – –
EWA
130
Evolution Wealth Advisors
Florida
$808 +$788K +10,000 New
FHC
131
First Heartland Consultants
Missouri
$667 +$20.6K +262 +3%
AIP
132
Almanack Investment Partners
Pennsylvania
– -$11.4M -154,068 Closed
TFA
133
Tobias Financial Advisors
Florida
– -$1.8M -24,377 Closed
BWCS
134
Beirne Wealth Consulting Services
Connecticut
– -$562K -7,600 Closed
MNBTD
135
Moody National Bank Trust Division
Texas
– -$521K -7,045 Closed
Citadel Advisors
136
Citadel Advisors
Florida
– -$335K -4,531 Closed
C
137
Certuity
Florida
– -$209K -2,799 Closed
HI
138
Harbour Investments
Wisconsin
– -$95.8K -1,216 -100%
APWA
139
Atlas Private Wealth Advisors
New Jersey
– -$40K -540 Closed
JCM
140
Jacobi Capital Management
Pennsylvania
– -$40K -540 Closed
BW
141
Bison Wealth
Georgia
– -$39K -525 Closed
CAGAS
142
Capital Advisory Group Advisory Services
Minnesota
– -$38K -510 Closed
COCM
143
Charter Oak Capital Management
New Hampshire
– -$5K -69 Closed
2 3 4 5
6

PWB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2021, worth a combined $444M — up 11% from $401M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 28 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $11.4M sold.

  • 132 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $444M of Invesco Large Cap Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2021 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2021 was Morgan Stanley, an estimated $12.6M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2021 was Almanack Investment Partners, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2021.