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Invesco Large Cap Growth ETF
PWB

128 hedge funds and large institutions have $317M invested in Invesco Large Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

6% more funds holding

Funds holding: 121 → 128 (+7)

6% more capital invested

Capital invested by funds: $300M → $317M (+$17M)

0.26% more ownership

Funds ownership: 54.54% → 54.8% (+0.26%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.74M
2
Bank of America
Bank of America
North Carolina
+$3.02M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.04M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$663K
5
Vontobel Holding
Vontobel Holding
Switzerland
+$651K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.37M
2
Morgan Stanley
Morgan Stanley
New York
-$3.13M
3
SWP
Stratos Wealth Partners
Ohio
-$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
UBS Group
UBS Group
Switzerland
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.1M -$3.13M -49,968 -6%
LPL Financial
2
LPL Financial
California
$35.4M -$29.5K -471 -0.1%
Bank of America
3
Bank of America
North Carolina
$27.3M +$3.02M +48,230 +13%
UCFA
4
United Capital Financial Advisors
Texas
$24.9M -$284K -4,526 -1%
RJA
5
Raymond James & Associates
Florida
$20.9M +$413K +6,600 +2%
UBS Group
6
UBS Group
Switzerland
$15.7M -$674K -10,751 -4%
WBG
7
Wharton Business Group
Pennsylvania
$11.4M +$204K +3,260 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$10.5M -$622K -9,929 -6%
Wells Fargo
9
Wells Fargo
California
$7.84M -$5.37M -85,665 -42%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.77M -$190K -3,037 -2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$7.23M -$2.19K -35 -0%
PAG
12
Private Advisor Group
New Jersey
$6.56M -$228K -3,635 -3%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5.95M +$5.74M +91,605 New
Goldman Sachs
14
Goldman Sachs
New York
$5.85M – – –
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$5.05M -$168K -2,680 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.65M +$80.8K +1,290 +2%
KAS
17
Kestra Advisory Services
Texas
$4.18M +$321K +5,118 +9%
Truist Financial
18
Truist Financial
North Carolina
$3.9M +$36.5K +582 +1%
T
19
TCWP
Ohio
$3.2M +$19.4K +309 +0.6%
Ameriprise
20
Ameriprise
Minnesota
$3.04M -$498K -7,957 -15%
MCCA
21
Mill Creek Capital Advisors
Pennsylvania
$3.02M +$5.83K +93 +0.2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3M +$663K +10,586 +30%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.52M +$1.04M +16,672 +75%
IFWM
24
Institute for Wealth Management
Colorado
$2.51M – – –
IF
25
Integrity Financial
Wyoming
$2.45M -$38.2K -609 -2%
1
2 3 4 5

PWB Hedge Fund Activity: Q1 2023 in Review

128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2023, worth a combined $317M — up 5.7% from $300M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PWB positions and 5 closed out — a net gain of 8 holders — while 31 added to existing stakes and 48 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $5.74M. The largest seller was Wells Fargo, cutting an estimated $5.37M.

  • 128 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2023, up from 121 in Q4 2022.
  • Funds reported $317M of Invesco Large Cap Growth ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 13 funds opened new Invesco Large Cap Growth ETF positions in Q1 2023 and 5 closed out, a net change of +8 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $5.74M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2023 was Wells Fargo, an estimated $5.37M sold.

Based on aggregated 13F filings for Q1 2023.