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Invesco Large Cap Growth ETF
PWB

156 hedge funds and large institutions have $470M invested in Invesco Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

14% more funds holding

Funds holding: 137 → 156 (+19)

2% more capital invested

Capital invested by funds: $460M → $470M (+$10.3M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

8.72% less ownership

Funds ownership: 66.36% → 57.64% (-8.7%)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
40
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$7.93M
2
RIA
Regal Investment Advisors
Michigan
+$5.98M
3
RJA
Raymond James & Associates
Florida
+$4.54M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
+$2.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.5M
2
UBS Group
UBS Group
Switzerland
-$18M
3
MWM
Meridian Wealth Management
Kentucky
-$3.81M
4
UCFA
United Capital Financial Advisors
Texas
-$3.42M
5
Osaic Holdings
Osaic Holdings
Arizona
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$69M +$1.63M +19,219 +3%
Morgan Stanley
2
Morgan Stanley
New York
$64.1M -$63.5M -749,192 -51%
RJA
3
Raymond James & Associates
Florida
$35.8M +$4.54M +53,593 +15%
Bank of America
4
Bank of America
North Carolina
$33.7M -$168K -1,977 -0.5%
WBG
5
Wharton Business Group
Pennsylvania
$15.2M – – –
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$14.9M +$575K +6,781 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.3M +$1.97M +23,264 +20%
Wells Fargo
8
Wells Fargo
California
$10.3M -$267K -3,144 -3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$10.1M +$156K +1,837 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.85M -$584K -6,882 -6%
PAG
11
Private Advisor Group
New Jersey
$9.53M -$113K -1,338 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.61M +$2.23M +26,298 +38%
EFG
13
Ethos Financial Group
Pennsylvania
$8.35M +$7.93M +93,524 New
Goldman Sachs
14
Goldman Sachs
New York
$8.05M -$14.8K -175 -0.2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$7.81M +$92.5K +1,091 +1%
CICC
16
Capital Investment Counsel (Colorado)
Colorado
$7.56M +$2.76M +32,557 +62%
KAS
17
Kestra Advisory Services
Texas
$7.11M +$135K +1,591 +2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$6.68M -$75.4K -889 -1%
UCFA
19
United Capital Financial Advisors
Texas
$6.46M -$3.42M -40,293 -36%
RIA
20
Regal Investment Advisors
Michigan
$6.3M +$5.98M +70,526 New
CWM
21
Cornerstone Wealth Management
Missouri
$5.19M +$77K +908 +2%
MCCA
22
Mill Creek Capital Advisors
Pennsylvania
$4.92M – – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.85M -$63.8K -752 -1%
DAS
24
Dynamic Advisor Solutions
Arizona
$4.79M -$14.7K -173 -0.3%
Truist Financial
25
Truist Financial
North Carolina
$4.64M +$71.5K +843 +2%
1
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PWB Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q1 2024, worth a combined $470M — up 2.2% from $460M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PWB positions and 9 closed out — a net gain of 21 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $7.93M. The largest seller was Morgan Stanley, cutting an estimated $63.5M.

  • 156 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $470M of Invesco Large Cap Growth ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 30 funds opened new Invesco Large Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +21 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q1 2024 was Ethos Financial Group, an estimated $7.93M added.
  • The largest Invesco Large Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2024.