We are live on ! Find out more
PWB icon

Invesco Large Cap Growth ETF
PWB

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: 167 → 172 (+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
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$10.4M
2
Bank of America
Bank of America
North Carolina
+$6.48M
3
LPL Financial
LPL Financial
California
+$6.01M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.3M
5
GM
GeoWealth Management
Illinois
+$1M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.8M
2
Goldman Sachs
Goldman Sachs
New York
-$9.6M
3
WA
Win Advisors
Florida
-$4.02M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.73M
5
AAS
Ameritas Advisory Services
Nebraska
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$61.2K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$50.9K – – –
BF
153
BOK Financial
Oklahoma
$50.5K – – –
BlackRock
154
BlackRock
New York
$48.4K – – –
SIS
155
Sound Income Strategies
Florida
$45.7K +$46.2K +449 New
TSMHT
156
Thurston Springer Miller Herd & Titak
Indiana
$35.6K +$36K +350 New
FCAS
157
First Command Advisory Services
Texas
$28.5K – – –
NA
158
NewEdge Advisors
Louisiana
$26.2K -$3.91K -38 -13%
AWM
159
AE Wealth Management
Kansas
$19.6K +$19.9K +193 New
HDIM
160
Hanson & Doremus Investment Management
Vermont
$16K – – –
PA
161
PSI Advisors
Florida
$15.3K – – –
IA
162
IFP Advisors
Florida
$15.3K – – –
BTC
163
Bank & Trust Company
Illinois
$14.7K – – –
CA
164
Continuum Advisory
Idaho
$14.4K – – –
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$11.2K – – –
SWM
166
Sugarloaf Wealth Management
Georgia
$10.2K – – –
AIC
167
Archer Investment Corporation
Indiana
$8.34K – – –
IF
168
Integrity Financial
Wyoming
$5.39K – – –
NWMP
169
Noble Wealth Management PBC
Colorado
$4.58K +$4.63K +45 New
NWM
170
Nova Wealth Management
Florida
$3.87K +$3.91K +38 New
TRCT
171
Tower Research Capital (TRC)
New York
$916 -$243K -2,363 -100%
SAM
172
Smartleaf Asset Management
Massachusetts
$205 – – –
AAS
173
Ameritas Advisory Services
Nebraska
– -$860K -8,710 Closed
Citadel Advisors
174
Citadel Advisors
Florida
– -$597K -6,048 Closed
Jane Street
175
Jane Street
New York
– -$541K -5,481 Closed
4 5 6
7
8

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.