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Invesco Large Cap Growth ETF
PWB

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
40
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$7.93M
2
RIA
Regal Investment Advisors
Michigan
+$5.98M
3
RJA
Raymond James & Associates
Florida
+$4.54M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
+$2.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.5M
2
UBS Group
UBS Group
Switzerland
-$18M
3
MWM
Meridian Wealth Management
Kentucky
-$3.81M
4
UCFA
United Capital Financial Advisors
Texas
-$3.42M
5
Osaic Holdings
Osaic Holdings
Arizona
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$9.83K – – –
AW
152
Avion Wealth
Texas
$9K – – –
VF
153
VitalStone Financial
Texas
$7K – – –
IF
154
Integrity Financial
Wyoming
$4.73K – – –
HDIM
155
Hanson & Doremus Investment Management
Vermont
$2K +$1.86K +22 New
SAM
156
Smartleaf Asset Management
Massachusetts
$178 – – –
UBS Group
157
UBS Group
Switzerland
– -$18M -232,099 Closed
MWM
158
Meridian Wealth Management
Kentucky
– -$3.81M -48,979 Closed
Vontobel Holding
159
Vontobel Holding
Switzerland
– -$807K -10,392 Closed
CF
160
Centaurus Financial
California
– -$153K -1,966 Closed
ASN
161
Advisory Services Network
Georgia
– -$99.1K -1,275 Closed
NFA
162
Northwest Financial Advisors
Virginia
– -$89.4K -1,150 Closed
EC
163
EdgeRock Capital
Colorado
– -$54.4K -640 Closed
BCMIO
164
Beacon Capital Management Inc (Ohio)
Ohio
– -$32K -412 Closed
CAM
165
Chesapeake Asset Management
New York
– -$3.96K -51 Closed
3 4 5 6
7

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.