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Invesco Large Cap Growth ETF
PWB

121 hedge funds and large institutions have $300M invested in Invesco Large Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $276M → $300M (+$23.3M)

6% more funds holding

Funds holding: 114 → 121 (+7)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.99% more ownership

Funds ownership: 53.54% → 54.54% (+0.99%)

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.88M
2
Wells Fargo
Wells Fargo
California
+$5.02M
3
RJA
Raymond James & Associates
Florida
+$1.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.27M
5
Morgan Stanley
Morgan Stanley
New York
+$1.11M

Top Sellers

1
FCM
Firestone Capital Management
Florida
-$2.15M
2
Jane Street
Jane Street
New York
-$1.04M
3
PA
Prism Advisors
California
-$575K
4
Citadel Advisors
Citadel Advisors
Florida
-$535K
5
SOS
Silver Oak Securities
Tennessee
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.3M +$1.11M +18,252 +2%
LPL Financial
2
LPL Financial
California
$32.6M +$8.88M +146,191 +37%
UCFA
3
United Capital Financial Advisors
Texas
$23.2M +$194K +3,190 +0.8%
Bank of America
4
Bank of America
North Carolina
$22.2M +$318K +5,239 +1%
RJA
5
Raymond James & Associates
Florida
$18.8M +$1.3M +21,464 +7%
UBS Group
6
UBS Group
Switzerland
$15M +$10.8K +177 +0.1%
Wells Fargo
7
Wells Fargo
California
$12.3M +$5.02M +82,613 +67%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$10.3M +$105K +1,727 +1%
WBG
9
Wharton Business Group
Pennsylvania
$10.2M – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.59M -$113K -1,862 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.32M +$223K +3,667 +3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$6.65M +$66.4K +1,092 +1%
TFS
13
TrustCore Financial Services
Tennessee
$5.52M -$366K -6,020 -6%
Goldman Sachs
14
Goldman Sachs
New York
$5.38M -$18.3K -301 -0.3%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$4.8M -$331K -5,453 -6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.2M -$198K -3,258 -4%
Truist Financial
17
Truist Financial
North Carolina
$3.55M -$396K -6,509 -10%
KAS
18
Kestra Advisory Services
Texas
$3.54M +$3.16K +52 +0.1%
Ameriprise
19
Ameriprise
Minnesota
$3.27M +$430K +7,082 +15%
T
20
TCWP
Ohio
$2.92M +$52.4K +863 +2%
MCCA
21
Mill Creek Capital Advisors
Pennsylvania
$2.77M +$2.82M +46,377 New
SWP
22
Stratos Wealth Partners
Ohio
$2.32M +$257K +4,234 +12%
IFWM
23
Institute for Wealth Management
Colorado
$2.3M -$25K -412 -1%
IF
24
Integrity Financial
Wyoming
$2.29M +$522K +8,593 +29%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.13M +$1.27M +20,954 +143%
1
2 3 4 5

PWB Hedge Fund Activity: Q4 2022 in Review

121 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2022, worth a combined $300M — up 8.4% from $276M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWB positions and 6 closed out — a net gain of 10 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.88M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $2.15M sold.

  • 121 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $300M of Invesco Large Cap Growth ETF stock for Q4 2022, up 8.4% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Growth ETF positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2022 was LPL Financial, an estimated $8.88M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2022 was Firestone Capital Management, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2022.