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Invesco Large Cap Growth ETF
PWB

172 hedge funds and large institutions have $589M invested in Invesco Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $554M → $589M (+$34.2M)

3% more funds holding

Funds holding: 167 → 172 (+5)

0.66% less ownership

Funds ownership: 61.39% → 60.73% (-0.66%)

53% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 64

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
30
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$10.4M
2
Bank of America
Bank of America
North Carolina
+$6.48M
3
LPL Financial
LPL Financial
California
+$6.01M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.3M
5
GM
GeoWealth Management
Illinois
+$1M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.8M
2
Goldman Sachs
Goldman Sachs
New York
-$9.6M
3
WA
Win Advisors
Florida
-$4.02M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.73M
5
AAS
Ameritas Advisory Services
Nebraska
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$87.7M +$6.01M +58,412 +7%
Morgan Stanley
2
Morgan Stanley
New York
$78.4M -$646K -6,286 -0.8%
Bank of America
3
Bank of America
North Carolina
$44.5M +$6.48M +62,987 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$43.9M +$44.4M +431,268 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$24.9M -$1.73M -16,859 -6%
UBS Group
6
UBS Group
Switzerland
$21M -$277K -2,689 -1%
WBG
7
Wharton Business Group
Pennsylvania
$17.1M -$56.1K -545 -0.3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.1M -$6.38K -62 -0%
Wells Fargo
9
Wells Fargo
California
$11.5M -$376K -3,652 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.7M +$139K +1,347 +1%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$10.7M -$151K -1,464 -1%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$10.3M +$10.4M +101,200 New
Goldman Sachs
13
Goldman Sachs
New York
$10.2M -$9.6M -93,365 -48%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.2M +$114K +1,110 +1%
CICC
15
Capital Investment Counsel (Colorado)
Colorado
$9.85M -$232K -2,257 -2%
PAG
16
Private Advisor Group
New Jersey
$9.69M -$215K -2,090 -2%
KAS
17
Kestra Advisory Services
Texas
$8.88M +$406K +3,944 +5%
RIA
18
Regal Investment Advisors
Michigan
$8.7M +$420K +4,080 +5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$8.05M +$13.2K +128 +0.2%
CWM
20
Cornerstone Wealth Management
Missouri
$7.29M +$784K +7,624 +12%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6.82M -$245K -2,381 -3%
MWM
22
Meridian Wealth Management
Kentucky
$5.24M +$30.2K +294 +0.6%
DAS
23
Dynamic Advisor Solutions
Arizona
$5.22M -$123K -1,197 -2%
UCFA
24
United Capital Financial Advisors
Texas
$5.17M -$397K -3,856 -7%
Truist Financial
25
Truist Financial
North Carolina
$4.95M -$238K -2,318 -5%
1
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PWB Hedge Fund Activity: Q4 2024 in Review

172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Growth ETF (PWB) for Q4 2024, worth a combined $589M — up 6.2% from $554M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWB positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 64 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $10.4M. The largest seller was Mercer Global Advisors, cutting an estimated $21.8M.

  • 172 institutional investors held Invesco Large Cap Growth ETF (PWB) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $589M of Invesco Large Cap Growth ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Growth ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest Invesco Large Cap Growth ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $10.4M added.
  • The largest Invesco Large Cap Growth ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.