Invesco Large Cap Growth ETF
128 hedge funds and large institutions have $317M invested in Invesco Large Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
6% more funds holding
Funds holding: 121 → 128 (+7)
6% more capital invested
Capital invested by funds: $300M → $317M (+$17M)
0.26% more ownership
Funds ownership: 54.54% → 54.8% (+0.26%)
35% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 48
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.37M |
| 2 |
Morgan Stanley
New York
|
-$3.13M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.55M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.27M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$674K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
126
VitalStone Financial
Shavano Park,
Texas
| $6K | – | – | – |
|
|
AW
127
Avion Wealth
The Woodlands,
Texas
| $5K | – | – | – |
|
|
MA
128
Montag & Associates
Atlanta,
Georgia
| $520 | – | – | – |
|
|
ACA
129
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$210K | -3,512 | Closed |
|
130
Cerity Partners
New York
| – | -$201K | -3,357 | Closed |
|
|
MCC
131
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$97.6K | -1,633 | Closed |
|
|
WOSD
132
WFA of San Diego
San Diego,
California
| – | -$25.9K | -434 | Closed |
|
|
AWM
133
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$9.83K | -162 | Closed |
|
PWB Hedge Fund Activity: Q1 2023 in Review
128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2023, worth a combined $317M — up 5.7% from $300M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PWB positions and 5 closed out — a net gain of 8 holders — while 31 added to existing stakes and 48 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $5.74M. The largest seller was Wells Fargo, cutting an estimated $5.37M.
- 128 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2023, up from 121 in Q4 2022.
- Funds reported $317M of Invesco Large Cap Growth ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
- 13 funds opened new Invesco Large Cap Growth ETF positions in Q1 2023 and 5 closed out, a net change of +8 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $5.74M added.
- The largest Invesco Large Cap Growth ETF seller in Q1 2023 was Wells Fargo, an estimated $5.37M sold.
Based on aggregated 13F filings for Q1 2023.