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Invesco Large Cap Growth ETF

167 hedge funds and large institutions have $554M invested in Invesco Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $527M → $554M (+$27.6M)

5% more funds holding

Funds holding: 159167 (+8)

0.65% more ownership

Funds ownership: 60.73%61.39% (+0.65%)

49% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 55

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$215K
AWM
127
Axxcess Wealth Management
California
$203K +$193K +2,053 New
BL
128
BFSG LLC
California
$187K
CSC
129
Caldwell Sutter Capital
California
$187K
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$173K
CF
131
Centaurus Financial
California
$164K -$4.9K -52 -3%
MW
132
Maia Wealth
Colorado
$155K +$148K +1,575 New
Citigroup
133
Citigroup
New York
$151K -$37.7K -400 -21%
KFI
134
Key Financial Inc
Pennsylvania
$147K
HIA
135
Harbor Investment Advisory
Maryland
$130K
BA
136
Bristlecone Advisors
Washington
$127K
FFA
137
Farther Finance Advisors
California
$126K +$84.8K +900 +240%
GRP
138
Global Retirement Partners
California
$125K +$105K +1,115 +719%
NFA
139
Northwest Financial Advisors
Virginia
$113K +$108K +1,150 New
MHR
140
Matthew Hamilton Rosenberg
$99.9K
EB
141
Eastern Bank
Massachusetts
$98.7K +$94.2K +1,000 New
GA
142
GoalVest Advisory
New York
$85.5K
RI
143
Ridgewood Investments
New Jersey
$70.2K
Jones Financial Companies
144
Jones Financial Companies
Missouri
$62.3K +$59.5K +632 New
US Bancorp
145
US Bancorp
Minnesota
$59.4K
JP Morgan Chase
146
JP Morgan Chase
New York
$58.4K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$49.3K
BF
148
BOK Financial
Oklahoma
$49.1K +$47.1K +500 New
BlackRock
149
BlackRock
New York
$47K +$44.8K +476 New
GEA
150
Glen Eagle Advisors
New Jersey
$39.2K

PWB Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2024, worth a combined $554M — up 5.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PWB positions and 10 closed out — a net gain of 10 holders — while 28 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.76M. The largest seller was Elevation Capital Advisory, cutting an estimated $8.78M.

  • 167 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $554M of Invesco Large Cap Growth ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 20 funds opened new Invesco Large Cap Growth ETF positions in Q3 2024 and 10 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2024 was Goldman Sachs, an estimated $9.76M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2024 was Elevation Capital Advisory, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2024.