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Invesco Large Cap Growth ETF

159 hedge funds and large institutions have $527M invested in Invesco Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $470M → $527M (+$56.9M)

3.1% more ownership

Funds ownership: 57.64%60.73% (+3.1%)

2% more funds holding

Funds holding: 156159 (+3)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
37
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
126
Caldwell Sutter Capital
California
$179K
CF
127
Centaurus Financial
California
$162K +$154K +1,718 New
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$161K
KFI
129
Key Financial Inc
Pennsylvania
$140K
IAIM
130
International Assets Investment Management
Florida
$137K +$130K +1,451 New
HIA
131
Harbor Investment Advisory
Maryland
$124K
BA
132
Bristlecone Advisors
Washington
$122K +$115K +1,290 New
TRCT
133
Tower Research Capital (TRC)
New York
$109K -$152K -1,699 -60%
MHR
134
Matthew Hamilton Rosenberg
$95.6K
WWP
135
WR Wealth Planners
Missouri
$82.2K
GA
136
GoalVest Advisory
New York
$81.8K
ATPW
137
Ashton Thomas Private Wealth
Arizona
$68.2K +$64.5K +722 New
RI
138
Ridgewood Investments
New Jersey
$67.2K +$63.6K +712 New
EC
139
EdgeRock Capital
Colorado
$60.5K +$57.2K +640 New
US Bancorp
140
US Bancorp
Minnesota
$56.9K
JP Morgan Chase
141
JP Morgan Chase
New York
$55.9K
MRCM
142
M&R Capital Management
New Jersey
$55.7K -$179 -2 -0.3%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$47.2K
GEA
144
Glen Eagle Advisors
New Jersey
$37.5K -$3.67K -41 -9%
FFA
145
Farther Finance Advisors
California
$35.4K -$3.75K -42 -10%
NA
146
NewEdge Advisors
Louisiana
$28K
FCAS
147
First Command Advisory Services
Texas
$26.4K -$894 -10 -3%
AIC
148
Archer Investment Corporation
Indiana
$26.4K
HDIM
149
Hanson & Doremus Investment Management
Vermont
$15K +$12.2K +136 +618%
GRP
150
Global Retirement Partners
California
$14.6K -$2.23K -25 -14%

PWB Hedge Fund Activity: Q2 2024 in Review

159 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2024, worth a combined $527M — up 12% from $470M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 10 closed out — a net gain of 6 holders — while 37 added to existing stakes and 44 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $18.9M. The largest seller was Win Advisors, exiting entirely with an estimated $3.12M sold.

  • 159 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2024, up from 156 in Q1 2024.
  • Funds reported $527M of Invesco Large Cap Growth ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q2 2024 was UBS Group, an estimated $18.9M added.
  • The largest Invesco Large Cap Growth ETF seller in Q2 2024 was Win Advisors, an estimated $3.12M sold.

Based on aggregated 13F filings for Q2 2024.