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Invesco Large Cap Growth ETF

172 hedge funds and large institutions have $589M invested in Invesco Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 64 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

6% more capital invested

Capital invested by funds: $554M → $589M (+$34.2M)

3% more funds holding

Funds holding: 167172 (+5)

0.66% less ownership

Funds ownership: 61.39%60.73% (-0.66%)

53% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 64

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
30
Reduced
64
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Dakota Wealth Management
Florida
$243K
CL
127
Choreo LLC
Illinois
$236K
VP
128
Verum Partners
North Carolina
$236K +$103 +1 +0%
CWM
129
Centurion Wealth Management
Virginia
$234K
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$234K
ACM
131
Alamar Capital Management
California
$229K
CFGW
132
Chancellor Financial Group WB
Pennsylvania
$214K +$216K +2,100 New
AWM
133
Axxcess Wealth Management
California
$209K
MCM
134
MAI Capital Management
Ohio
$196K +$198K +1,929 New
BL
135
BFSG LLC
California
$193K
CSC
136
Caldwell Sutter Capital
California
$193K
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$174K
CF
138
Centaurus Financial
California
$165K -$4.94K -48 -3%
KFI
139
Key Financial Inc
Pennsylvania
$151K
MW
140
Maia Wealth
Colorado
$141K -$19.5K -190 -12%
JP Morgan Chase
141
JP Morgan Chase
New York
$140K +$81K +788 +133%
HIA
142
Harbor Investment Advisory
Maryland
$131K -$2.26K -22 -2%
BA
143
Bristlecone Advisors
Washington
$131K
FFA
144
Farther Finance Advisors
California
$130K
GRP
145
Global Retirement Partners
California
$124K -$5.66K -55 -4%
MHR
146
Matthew Hamilton Rosenberg
$103K
Citigroup
147
Citigroup
New York
$103K -$53.5K -520 -34%
EB
148
Eastern Bank
Massachusetts
$102K
GA
149
GoalVest Advisory
New York
$88.1K
RI
150
Ridgewood Investments
New Jersey
$72.4K

PWB Hedge Fund Activity: Q4 2024 in Review

172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2024, worth a combined $589M — up 6.2% from $554M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 64 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $10.4M. The largest seller was Mercer Global Advisors, cutting an estimated $21.8M.

  • 172 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $589M of Invesco Large Cap Growth ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $10.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.