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Invesco Large Cap Growth ETF

124 hedge funds and large institutions have $381M invested in Invesco Large Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

1.15% more ownership

Funds ownership: 53.08%54.24% (+1.2%)

6% less funds holding

Funds holding: 132124 (-8)

14% less capital invested

Capital invested by funds: $444M → $381M (-$63.1M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
36
Reduced
32
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66.4M -$1.8M -25,204 -3%
UCFA
2
United Capital Financial Advisors
Texas
$27.6M +$152K +2,134 +0.6%
Bank of America
3
Bank of America
North Carolina
$26.7M +$30.6K +429 +0.1%
LPL Financial
4
LPL Financial
California
$26.5M +$2.17M +30,376 +9%
RJA
5
Raymond James & Associates
Florida
$22.3M -$331K -4,639 -1%
UBS Group
6
UBS Group
Switzerland
$17.5M +$667K +9,346 +4%
WBG
7
Wharton Business Group
Pennsylvania
$12.4M -$151K -2,115 -1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$12.4M -$1.24M -17,371 -9%
PA
9
Prism Advisors
California
$11.5M +$1.03M +14,405 +10%
Wells Fargo
10
Wells Fargo
California
$11.4M -$312K -4,366 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.4M +$523K +7,320 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.4M +$1.05M +14,671 +11%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.62M -$284K -3,979 -3%
PAG
14
Private Advisor Group
New Jersey
$7.64M +$148K +2,069 +2%
TFS
15
TrustCore Financial Services
Tennessee
$7.32M +$2.37M +33,164 +49%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$6.87M -$292K -4,091 -4%
Goldman Sachs
17
Goldman Sachs
New York
$6.5M -$537K -7,517 -8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.68M -$115K -1,614 -2%
Truist Financial
19
Truist Financial
North Carolina
$4.95M -$508K -7,119 -9%
Ameriprise
20
Ameriprise
Minnesota
$4.01M -$6.93M -97,023 -64%
KAS
21
Kestra Advisory Services
Texas
$3.58M +$100K +1,406 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.53M -$2.05M -28,656 -39%
T
23
TCWP
Ohio
$2.86M +$223K +3,122 +9%
FCM
24
Firestone Capital Management
Florida
$2.83M +$20.4K +285 +0.7%
IFWM
25
Institute for Wealth Management
Colorado
$2.83M

PWB Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2022, worth a combined $381M — down 14% from $444M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PWB and 11 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was TrustCore Financial Services, adding an estimated $2.37M. The largest seller was IAM Advisory, cutting an estimated $8.78M.

  • 124 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $381M of Invesco Large Cap Growth ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 11 funds opened new Invesco Large Cap Growth ETF positions in Q1 2022 and 18 closed out, a net change of -7 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2022 was TrustCore Financial Services, an estimated $2.37M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2022 was IAM Advisory, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2022.