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Invesco Large Cap Growth ETF
PWB

167 hedge funds and large institutions have $554M invested in Invesco Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $527M → $554M (+$27.6M)

5% more funds holding

Funds holding: 159 → 167 (+8)

0.65% more ownership

Funds ownership: 60.73% → 61.39% (+0.65%)

49% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 55

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$9.76M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.6M
3
Morgan Stanley
Morgan Stanley
New York
+$5.21M
4
WA
Win Advisors
Florida
+$4.14M
5
SOS
Silver Oak Securities
Tennessee
+$875K

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$8.78M
2
EFG
Ethos Financial Group
Pennsylvania
-$8.63M
3
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$864K
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$771K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$79.3M -$668K -7,090 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$76.6M +$5.21M +55,285 +8%
RJA
3
Raymond James & Associates
Florida
$38.1M -$574K -6,093 -2%
Bank of America
4
Bank of America
North Carolina
$37M -$601K -6,374 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$25.8M +$6.6M +70,057 +37%
UBS Group
6
UBS Group
Switzerland
$20.6M -$292K -3,102 -1%
Goldman Sachs
7
Goldman Sachs
New York
$19.1M +$9.76M +103,588 +115%
WBG
8
Wharton Business Group
Pennsylvania
$16.6M – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.7M -$159K -1,689 -1%
Wells Fargo
10
Wells Fargo
California
$11.5M +$60.5K +642 +0.6%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$10.5M -$412K -4,372 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.3M -$224K -2,381 -2%
CICC
13
Capital Investment Counsel (Colorado)
Colorado
$9.78M +$178K +1,887 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.76M -$12.4K -132 -0.1%
PAG
15
Private Advisor Group
New Jersey
$9.61M -$446K -4,732 -5%
KAS
16
Kestra Advisory Services
Texas
$8.23M +$324K +3,434 +4%
RIA
17
Regal Investment Advisors
Michigan
$8.04M +$708K +7,513 +10%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$7.79M -$324K -3,442 -4%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$6.85M -$209K -2,217 -3%
CWM
20
Cornerstone Wealth Management
Missouri
$6.31M +$293K +3,114 +5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$5.43M +$118K +1,254 +2%
UCFA
22
United Capital Financial Advisors
Texas
$5.39M -$435K -4,619 -8%
DAS
23
Dynamic Advisor Solutions
Arizona
$5.18M -$100K -1,066 -2%
MWM
24
Meridian Wealth Management
Kentucky
$5.05M +$98K +1,040 +2%
Truist Financial
25
Truist Financial
North Carolina
$5.03M -$67.1K -712 -1%
1
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PWB Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q3 2024, worth a combined $554M — up 5.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PWB positions and 10 closed out — a net gain of 10 holders — while 28 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.76M. The largest seller was Elevation Capital Advisory, cutting an estimated $8.78M.

  • 167 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $554M of Invesco Large Cap Growth ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 20 funds opened new Invesco Large Cap Growth ETF positions in Q3 2024 and 10 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q3 2024 was Goldman Sachs, an estimated $9.76M added.
  • The largest Invesco Large Cap Growth ETF seller in Q3 2024 was Elevation Capital Advisory, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2024.