Invesco Large Cap Growth ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$7.93M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$5.98M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.54M |
| 4 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
+$2.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$63.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$3.81M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.42M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$862K |
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.