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Invesco Large Cap Growth ETF

118 hedge funds and large institutions have $291M invested in Invesco Large Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 54.24%53.86% (-0.38%)

5% less funds holding

Funds holding: 124118 (-6)

24% less capital invested

Capital invested by funds: $381M → $291M (-$90.1M)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
31
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46M -$8.6M -134,832 -15%
UCFA
2
United Capital Financial Advisors
Texas
$22.4M +$21.2K +332 +0.1%
LPL Financial
3
LPL Financial
California
$22.3M +$780K +12,217 +3%
Bank of America
4
Bank of America
North Carolina
$21.1M -$600K -9,407 -3%
RJA
5
Raymond James & Associates
Florida
$17.3M -$832K -13,038 -4%
UBS Group
6
UBS Group
Switzerland
$14.6M +$434K +6,795 +3%
WBG
7
Wharton Business Group
Pennsylvania
$10.1M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$9.88M -$172K -2,689 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.52M +$276K +4,329 +3%
Wells Fargo
10
Wells Fargo
California
$8.17M -$1.2M -18,885 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.99M -$1.58M -24,785 -17%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$6.55M -$485K -7,603 -6%
PAG
13
Private Advisor Group
New Jersey
$6.41M +$215K +3,363 +3%
TFS
14
TrustCore Financial Services
Tennessee
$5.85M -$104K -1,634 -2%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$5.45M -$144K -2,261 -2%
Goldman Sachs
16
Goldman Sachs
New York
$5.33M +$48.6K +761 +0.8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.39M -$243K -3,803 -5%
Truist Financial
18
Truist Financial
North Carolina
$3.83M -$205K -3,209 -5%
KAS
19
Kestra Advisory Services
Texas
$3.06M +$160K +2,507 +5%
AWA
20
Arkadios Wealth Advisors
Georgia
$2.92M +$812K +12,724 +34%
Ameriprise
21
Ameriprise
Minnesota
$2.9M -$397K -6,225 -11%
T
22
TCWP
Ohio
$2.78M +$499K +7,826 +20%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.51M -$148K -2,321 -5%
SWP
24
Stratos Wealth Partners
Ohio
$2.43M +$272K +4,264 +11%
IFWM
25
Institute for Wealth Management
Colorado
$2.3M

PWB Hedge Fund Activity: Q2 2022 in Review

118 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2022, worth a combined $291M — down 24% from $381M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PWB and 5 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 31 added.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $812K. The largest seller was Morgan Stanley, cutting an estimated $8.6M.

  • 118 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2022, down from 124 in Q1 2022.
  • Funds reported $291M of Invesco Large Cap Growth ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 5 funds opened new Invesco Large Cap Growth ETF positions in Q2 2022 and 11 closed out, a net change of -6 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q2 2022 was Arkadios Wealth Advisors, an estimated $812K added.
  • The largest Invesco Large Cap Growth ETF seller in Q2 2022 was Morgan Stanley, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2022.