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Invesco Large Cap Growth ETF

114 hedge funds and large institutions have $276M invested in Invesco Large Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 53.86%53.54% (-0.32%)

5% less capital invested

Capital invested by funds: $291M → $276M (-$14.2M)

3% less funds holding

Funds holding: 118114 (-4)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.1M -$1.8M -28,613 -4%
LPL Financial
2
LPL Financial
California
$22.8M +$1.26M +20,147 +5%
UCFA
3
United Capital Financial Advisors
Texas
$21.9M +$153K +2,445 +0.6%
Bank of America
4
Bank of America
North Carolina
$20.9M +$425K +6,773 +2%
RJA
5
Raymond James & Associates
Florida
$16.7M -$124K -1,972 -0.7%
UBS Group
6
UBS Group
Switzerland
$14.3M +$182K +2,892 +1%
WBG
7
Wharton Business Group
Pennsylvania
$9.76M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$9.69M +$111K +1,770 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.25M +$9.85K +157 +0.1%
Wells Fargo
10
Wells Fargo
California
$7.04M -$972K -15,485 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.77M -$13.2K -210 -0.2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$6.27M -$92.3K -1,470 -1%
PAG
13
Private Advisor Group
New Jersey
$6.08M -$156K -2,486 -2%
TFS
14
TrustCore Financial Services
Tennessee
$5.6M -$82.7K -1,318 -1%
Goldman Sachs
15
Goldman Sachs
New York
$5.15M -$23.3K -372 -0.4%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4.89M -$439K -6,999 -8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.19M -$75.3K -1,199 -2%
Truist Financial
18
Truist Financial
North Carolina
$3.75M +$33.6K +536 +0.8%
KAS
19
Kestra Advisory Services
Texas
$3.37M +$443K +7,066 +14%
T
20
TCWP
Ohio
$2.74M +$38.9K +619 +1%
Ameriprise
21
Ameriprise
Minnesota
$2.71M -$111K -1,771 -4%
CWM
22
Cornerstone Wealth Management
Missouri
$2.46M +$395K +6,301 +17%
IFWM
23
Institute for Wealth Management
Colorado
$2.22M -$11K -175 -0.4%
FCM
24
Firestone Capital Management
Florida
$2.15M
PA
25
Prism Advisors
California
$2.05M -$45.9K -731 -2%

PWB Hedge Fund Activity: Q3 2022 in Review

114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2022, worth a combined $276M — down 4.9% from $291M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PWB and 6 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 28 added.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $2.4M.

  • 114 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2022, down from 118 in Q2 2022.
  • Funds reported $276M of Invesco Large Cap Growth ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 6 funds opened new Invesco Large Cap Growth ETF positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $1.26M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2022 was Arkadios Wealth Advisors, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2022.