Invesco Large Cap Growth ETF
137 hedge funds and large institutions have $403M invested in Invesco Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
13% more capital invested
Capital invested by funds: $355M → $403M (+$47.7M)
13% more funds holding
Funds holding: 121 → 137 (+16)
1.58% more ownership
Funds ownership: 56.84% → 58.42% (+1.6%)
5% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$15.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.9M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$3.63M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.54M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$19.3M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.11M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$5.34M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.15M |
| 5 |
IF
Integrity Financial
Cheyenne,
Wyoming
|
-$2.08M |
PWB Hedge Fund Activity: Q4 2023 in Review
137 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2023, worth a combined $403M — up 13% from $355M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PWB positions and 7 closed out — a net gain of 16 holders — while 41 added to existing stakes and 39 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $15.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $19.3M.
- 137 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2023, up from 121 in Q3 2023.
- Funds reported $403M of Invesco Large Cap Growth ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 23 funds opened new Invesco Large Cap Growth ETF positions in Q4 2023 and 7 closed out, a net change of +16 holders.
- The largest Invesco Large Cap Growth ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $15.5M added.
- The largest Invesco Large Cap Growth ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $19.3M sold.
Based on aggregated 13F filings for Q4 2023.