Invesco Large Cap Growth ETF
121 hedge funds and large institutions have $355M invested in Invesco Large Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 11 closing their positions.
1.92% more ownership
Funds ownership: 54.92% → 56.84% (+1.9%)
0% less capital invested
Capital invested by funds: $356M → $355M (-$962K)
5% less funds holding
Funds holding: 128 → 121 (-7)
11% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 37
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$7.39M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$5.57M |
| 3 |
Morgan Stanley
New York
|
+$2.89M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.17M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$2.97M |
| 2 |
HFW
Horizon Family Wealth
Chicago,
Illinois
|
-$2.09M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$643K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$620K |
PWB Hedge Fund Activity: Q3 2023 in Review
121 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2023, worth a combined $355M — down 0.27% from $356M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PWB and 7 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 33 added.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $7.39M. The largest seller was Crown Wealth Group, exiting entirely with an estimated $2.97M sold.
- 121 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2023, down from 128 in Q2 2023.
- Funds reported $355M of Invesco Large Cap Growth ETF stock for Q3 2023, down 0.27% quarter-over-quarter.
- 7 funds opened new Invesco Large Cap Growth ETF positions in Q3 2023 and 11 closed out, a net change of -4 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q3 2023 was GeoWealth Management, an estimated $7.39M added.
- The largest Invesco Large Cap Growth ETF seller in Q3 2023 was Crown Wealth Group, an estimated $2.97M sold.
Based on aggregated 13F filings for Q3 2023.