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Invesco Large Cap Growth ETF (PWB) Institutional Ownership

Invesco Large Cap Growth ETF logo
$99.06
+0.47 (+0.48%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Large Cap Growth ETF (NYSEARCA:PWB)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$87.82M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$19.37M
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PWB Institutional Buying and Selling by Quarter

Invesco Large Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Advisor Resource Council3,512$347K0.2%N/A0.037%
10/31/2024 Concurrent Investment Advisors LLC6,277$619K0.0%N/A0.066%
10/30/2024 Maia Wealth LLC1,575$155K0.0%N/A0.017%
10/30/2024 Beacon Financial Advisory LLC4,980$491K0.2%-19.1%0.052%
10/30/2024 Tobias Financial Advisors Inc.20,628$2.04M0.4%-1.0%0.217%
10/29/2024 Farther Finance Advisors LLC1,275$126K0.0%+240.0%0.013%
10/28/2024 Balanced Wealth Group LLC17,648$1.74M0.8%-0.6%0.185%
10/24/2024 Wealth Enhancement Advisory Services LLC2,292$226K0.0%-6.6%0.024%
10/24/2024 Arkadios Wealth Advisors2,950$291K0.0%-27.7%0.031%
10/23/2024 Silver Oak Securities Incorporated12,047$1.19M0.1%+336.2%0.127%
10/22/2024 Private Advisor Group LLC97,333$9.61M0.1%-4.6%1.022%
10/22/2024 Eastern Bank1,000$99K0.0%N/A0.011%
10/18/2024Raymond James & Associates385,991$38.09M0.0%-1.6%4.055%
10/16/2024 Cornerstone Wealth Management LLC63,987$6.31M0.4%+5.1%0.672%
10/16/2024 Prism Advisors Inc.21,355$2.11M0.6%-3.1%0.224%
10/8/2024 CWM LLC69,380$6.85M0.0%-3.1%0.729%
10/8/2024 Dynamic Advisor Solutions LLC52,513$5.18M0.2%-2.0%0.552%
10/8/2024 Mather Group LLC.6,597$651K0.0%-20.2%0.069%
10/7/2024 IAM Advisory LLC3,104$306K0.1%-5.9%0.033%
10/2/2024 M&R Capital Management Inc.305$30K0.0%-48.3%0.003%
9/23/2024Centaurus Financial Inc.1,718$162K0.0%N/A0.018%
8/22/2024Cetera Investment Advisers18,095$1.71M0.0%-0.6%0.190%
8/21/2024Truist Financial Corp51,684$4.88M0.0%-0.6%0.543%
8/19/2024B. Riley Wealth Advisors Inc.3,623$342K0.0%-26.4%0.038%
8/16/2024 Gateway Wealth Partners LLC4,217$398K0.1%N/A0.044%
8/16/2024Regal Investment Advisors LLC73,918$6.98M0.5%+4.8%0.776%
8/16/2024Northwestern Mutual Wealth Management Co.4,021$380K0.0%-51.6%0.042%
8/16/2024Elevation Capital Advisory LLC97,945$9.25M4.2%N/A1.029%
8/16/2024Silver Lake Advisory LLC2,512$237K0.0%N/A0.026%
8/16/2024 Creative Planning5,675$536K0.0%+7.7%0.060%
8/12/2024Mercer Global Advisors Inc. ADV215,455$215K0.0%-0.2%2.263%
8/9/2024 Total Clarity Wealth Management Inc.11,128$1.05M0.4%+145.3%0.117%
8/8/2024Envestnet Asset Management Inc.99,065$9.36M0.0%+2.8%1.041%
8/8/2024Thoroughbred Financial Services LLC12,631$1.19M0.1%-5.6%0.133%
8/8/2024LPL Financial LLC810,331$76.54M0.0%+4.9%8.512%
8/7/2024Ashton Thomas Private Wealth LLC722$68K0.0%N/A0.008%
8/5/2024 Private Advisor Group LLC102,065$9.64M0.1%-4.4%1.072%
8/1/2024JPL Wealth Management LLC27,731$2.62M1.3%+2.1%0.291%
8/1/2024Summit Financial LLC3,807$360K0.0%+19.6%0.040%
7/31/2024 Spire Wealth Management35,043$3.31M0.1%+8.9%0.368%
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7/31/2024Commonwealth Equity Services LLC106,623$10.07M0.0%-3.3%1.120%
7/30/2024 International Assets Investment Management LLC1,451$137K0.0%N/A0.015%
7/29/2024 Ridgewood Investments LLC712$67K0.0%N/A0.007%
7/29/2024 Arkadios Wealth Advisors4,082$386K0.0%-2.9%0.043%
7/26/2024 Cambridge Investment Research Advisors Inc.191,518$18.09M0.1%+14.5%2.012%
7/26/2024 Bristlecone Advisors LLC1,290$122K0.0%N/A0.014%
7/25/2024Institute for Wealth Management LLC.32,712$3.09M0.4%-1.2%0.344%
7/25/2024RPS Advisory Solutions LLC5,909$558K0.5%N/A0.062%
7/24/2024 EdgeRock Capital LLC640$60K0.0%N/A0.007%
7/23/2024Exchange Capital Management Inc.2,577$243K0.0%-19.0%0.027%
7/22/2024Atria Wealth Solutions Inc.14,971$1.41M0.0%+2.0%0.157%
7/22/2024 Focus Financial Network Inc.10,015$943K0.0%-13.3%0.105%
7/19/2024Raymond James & Associates392,084$37.03M0.0%-2.1%4.119%
7/18/2024Silver Lake Advisory LLC2,512$237K0.0%N/A0.026%
7/16/2024 Cornerstone Wealth Management LLC60,873$5.75M0.4%+4.7%0.639%
7/16/2024 Wealth Enhancement Advisory Services LLC2,453$232K0.0%-13.4%0.026%
7/10/2024 Prism Advisors Inc.22,042$2.08M0.6%-11.3%0.232%
7/10/2024 CWM LLC71,597$6.76M0.0%-4.3%0.752%
7/9/2024 Mather Group LLC.8,271$739K0.0%+62.0%0.087%
5/24/2024Cetera Advisors LLC8,266$738K0.0%+13.9%0.087%
5/24/2024Cetera Investment Advisers18,208$1.63M0.0%N/A0.191%
5/17/2024Comerica Bank17,276$1.54M0.0%-7.3%0.181%
5/16/2024B. Riley Wealth Advisors Inc.4,923$440K0.0%+6.7%0.052%
5/10/2024Horizon Family Wealth Inc.3,522$314K0.2%+11.3%0.037%
5/9/2024 Koshinski Asset Management Inc.6,152$549K0.1%-48.9%0.065%
5/8/2024Ethos Financial Group LLC93,524$8.35M1.6%N/A0.988%
5/8/2024 Legacy Capital Group California Inc.3,182$284K0.1%N/A0.034%
5/7/2024Oppenheimer & Co. Inc.8,277$739K0.0%+1.8%0.087%
5/4/2024Geneos Wealth Management Inc.15,382$1.37M0.1%+4.4%0.162%
5/2/2024Choreo LLC2,320$207K0.0%N/A0.024%
5/1/2024 Janney Montgomery Scott LLC5,186$463K0.0%+4.2%0.055%
4/30/2024 Private Advisor Group LLC106,712$9.53M0.1%-1.2%1.127%
4/29/2024Commonwealth Equity Services LLC110,262$9.85M0.0%-5.9%1.164%
4/26/2024 YHB Investment Advisors Inc.475$42K0.0%N/A0.005%
4/26/2024Mesirow Financial Investment Management Inc.8,600$768K0.0%N/A0.091%
4/25/2024Summit Financial LLC3,183$284K0.0%N/A0.034%
4/25/2024 Cambridge Investment Research Advisors Inc.167,295$14.94M0.1%+4.2%1.767%
4/24/2024 Win Advisors Inc.34,887$3.12M1.4%-14.4%0.368%
4/24/2024Fulcrum Equity Management14,024$1.25M1.5%N/A0.148%
4/24/2024 Spire Wealth Management32,178$2.87M0.1%+10.0%0.340%
4/23/2024Covenant Asset Management LLC6,118$546K0.1%-12.0%0.065%
4/23/2024Raymond James Financial Services Advisors Inc.54,315$4.85M0.0%-1.4%0.574%
4/22/2024Raymond James & Associates400,466$35.76M0.0%+15.5%4.229%
4/19/2024 Cornerstone Wealth Management LLC58,129$5.19M0.4%+1.6%0.614%
4/19/2024 Advisor Resource Council3,512$314K0.1%N/A0.037%
4/19/2024Evolution Wealth Advisors LLC5,000$446K0.1%N/A0.053%
4/18/2024 Verum Partners LLC2,317$207K0.1%N/A0.024%
4/18/2024Exchange Capital Management Inc.3,180$284K0.0%-18.0%0.034%
4/12/2024 Dynamic Advisor Solutions LLC53,682$4.79M0.2%-0.3%0.567%
4/9/2024 Mather Group LLC.5,104$456K0.0%+3.7%0.056%
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3/22/2024PNC Financial Services Group Inc.6,321$491K0.0%+37.1%0.069%
3/15/2024B. Riley Wealth Advisors Inc.4,615$359K0.0%-6.3%0.050%
2/15/2024Comerica Bank18,640$1.45M0.0%-8.2%0.203%
2/14/2024Traction Financial Partners LLC3,553$276K0.2%N/A0.039%
2/12/2024Focus Financial Network Inc. ADV11,438$889K0.0%N/A0.124%
2/12/2024Steward Partners Investment Advisory LLC12,112$941K0.0%-6.0%0.132%
2/9/2024 Cambridge Investment Research Advisors Inc.160,514$12.47M0.1%-5.7%1.747%
2/9/2024JPL Wealth Management LLC22,474$1.75M1.3%N/A0.245%
2/9/2024EverSource Wealth Advisors LLC3,398$264K0.0%-3.9%0.037%
2/9/2024Wells Fargo & Company MN118,857$9.24M0.0%-7.7%1.293%
(Data available from 1/1/2016 forward)

PWB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWB shares?

During the previous two years, 129 institutional investors and hedge funds held shares of Invesco Large Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($76.54M), Raymond James & Associates ($38.09M), United Capital Financial Advisers LLC ($27.45M), Cambridge Investment Research Advisors Inc. ($18.09M), UBS Group AG ($18.03M), Wharton Business Group LLC ($12.06M), and Commonwealth Equity Services LLC ($10.07M).Learn more on PWB's institutional investors.

Which institutional investors have been buying Invesco Large Cap Growth ETF stock?

Of the 101 institutional investors that purchased Invesco Large Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($241.36K), International Assets Investment Management LLC ($227.00K), Raymond James & Associates ($110.63K), Private Advisor Group LLC ($108.85K), Elevation Capital Advisory LLC ($97.95K), Ethos Financial Group LLC ($93.52K), and Spire Wealth Management ($89.62K).

How much institutional buying is happening at Invesco Large Cap Growth ETF?

Institutional investors have bought a total of 1,719,867 shares in the last 24 months. This purchase volume represents approximately $130.49M in transactions.

Which Invesco Large Cap Growth ETF major shareholders have been selling company stock?

Of the 63 institutional investors that sold Invesco Large Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Spire Wealth Management ($79.30K), Horizon Family Wealth Inc. ($30.92K), Commonwealth Equity Services LLC ($25.95K), Stratos Wealth Partners LTD. ($24.70K), Cambridge Investment Research Advisors Inc. ($19.60K), Raymond James & Associates ($17.92K), and CWM LLC ($15.89K).

How much institutional selling is happening at Invesco Large Cap Growth ETF?

Institutional investors have sold a total of 379,758 shares in the last 24 months. This volume of shares sold represents approximately $28.42M in transactions.



This page (NYSEARCA:PWB) was last updated on 11/2/2024 by MarketBeat.com Staff
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