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Invesco Large Cap Growth ETF

128 hedge funds and large institutions have $356M invested in Invesco Large Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $317M → $356M (+$39.4M)

0.12% more ownership

Funds ownership: 54.8%54.92% (+0.12%)

0% more funds holding

Funds holding: 128128 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.5M -$2.5M -37,721 -5%
LPL Financial
2
LPL Financial
California
$40.4M +$1.78M +26,843 +5%
UCFA
3
United Capital Financial Advisors
Texas
$27.4M +$328K +4,943 +1%
Bank of America
4
Bank of America
North Carolina
$26.4M -$3.09M -46,554 -11%
RJA
5
Raymond James & Associates
Florida
$24.3M +$1.53M +23,069 +7%
UBS Group
6
UBS Group
Switzerland
$16.7M -$322K -4,861 -2%
WBG
7
Wharton Business Group
Pennsylvania
$12.1M -$264K -3,975 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$11.5M +$19.2K +290 +0.2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11M -$122K -1,833 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9M +$525K +7,915 +7%
Wells Fargo
11
Wells Fargo
California
$8.29M -$218K -3,290 -3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.94M +$75.9K +1,145 +1%
PAG
13
Private Advisor Group
New Jersey
$7.07M -$52.7K -795 -0.8%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$6.43M -$39K -588 -0.6%
Goldman Sachs
15
Goldman Sachs
New York
$6.36M -$5.9K -89 -0.1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.68M +$584K +8,800 +12%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$5.45M -$33.7K -508 -0.7%
KAS
18
Kestra Advisory Services
Texas
$4.52M -$24K -362 -0.6%
Truist Financial
19
Truist Financial
North Carolina
$3.97M -$251K -3,788 -6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.67M +$386K +5,819 +13%
CWM
21
Cornerstone Wealth Management
Missouri
$3.33M +$689K +10,388 +28%
MCCA
22
Mill Creek Capital Advisors
Pennsylvania
$3.28M
CWG
23
Crown Wealth Group
North Carolina
$2.97M +$2.79M +42,065 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.73M -$11.5K -174 -0.4%
IFWM
25
Institute for Wealth Management
Colorado
$2.72M

PWB Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q2 2023, worth a combined $356M — up 12% from $317M a quarter earlier.

Fund positioning in PWB was balanced in Q2 2023: 9 funds opened new positions, 9 closed out, 28 added to existing stakes and 41 trimmed.

The largest buyer was Crown Wealth Group, opening a new position worth an estimated $2.79M. The largest seller was TCWP, exiting entirely with an estimated $3.2M sold.

  • 128 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $356M of Invesco Large Cap Growth ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 9 funds opened new Invesco Large Cap Growth ETF positions in Q2 2023 and 9 closed out, a net change of 0 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q2 2023 was Crown Wealth Group, an estimated $2.79M added.
  • The largest Invesco Large Cap Growth ETF seller in Q2 2023 was TCWP, an estimated $3.2M sold.

Based on aggregated 13F filings for Q2 2023.