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Invesco Large Cap Growth ETF (PWB) Institutional Ownership

Invesco Large Cap Growth ETF logo
$119.11 -1.15 (-0.96%)
As of 08/29/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$206.27M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$47.77M
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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
8/27/2025 Orion Porfolio Solutions LLC3,541$416K0.0%N/A0.034%
8/19/2025 B. Riley Wealth Advisors Inc.2,687$316K0.0%N/A0.026%
8/18/2025 Geneos Wealth Management Inc.2,295$270K0.0%-8.3%0.022%
8/15/2025 Equitable Holdings Inc.29,090$3.42M0.0%+31.5%0.280%
8/15/2025 Captrust Financial Advisors75,958$8.92M0.0%-1.8%0.731%
8/15/2025 Smartleaf Asset Management LLC2,052$238K0.0%+102,500.0%0.020%
8/15/2025 Orion Porfolio Solutions LLC3,541$416K0.0%N/A0.034%
8/15/2025 MML Investors Services LLC29,804$3.50M0.0%+105.4%0.287%
8/15/2025 IHT Wealth Management LLC12,293$1.44M0.0%-6.2%0.118%
8/15/2025 Garden State Investment Advisory Services LLC154,234$18.11M4.6%+61.4%1.484%
8/15/2025 BBR Partners LLC1,775$208K0.0%N/A0.017%
8/15/2025 Blue Capital Inc.11,115$1.31M0.9%N/A0.107%
8/15/2025 Bank of America Corp DE467,554$54.91M0.0%-0.6%4.500%
8/15/2025 Ameriprise Financial Inc.88,329$10.42M0.0%+47.3%0.850%
8/14/2025 Ausdal Financial Partners Inc.4,072$478K0.0%+37.5%0.039%
8/14/2025 Raymond James Financial Inc.405,631$47.64M0.0%+6.8%3.904%
8/14/2025 Darwin Wealth Management LLC4,000$470K0.2%N/A0.038%
8/13/2025 Baird Financial Group Inc.97,623$11.47M0.0%-4.3%0.940%
8/13/2025 Beacon Pointe Advisors LLC14,375$1.69M0.0%-6.0%0.138%
8/13/2025 Fisher Asset Management LLC8,877$1.04M0.0%N/A0.085%
8/13/2025 Balanced Wealth Group LLC17,442$2.08M0.9%-1.0%0.168%
8/13/2025 Northwestern Mutual Wealth Management Co.4,220$496K0.0%-33.6%0.041%
8/13/2025 Maia Wealth LLC3,448$405K0.1%+28.2%0.033%
8/12/2025 Steward Partners Investment Advisory LLC10,425$1.22M0.0%+1.0%0.100%
8/12/2025 JPMorgan Chase & Co.2,321$273K0.0%+72.6%0.022%
8/11/2025 Western Wealth Management LLC2,712$318K0.0%N/A0.026%
8/8/2025 Firestone Capital Management36,087$4.24M1.0%N/A0.348%
8/8/2025 Rockefeller Capital Management L.P.39,597$4.65M0.0%-1.7%0.382%
8/8/2025 Kingsview Wealth Management LLC2,277$267K0.0%N/A0.022%
8/8/2025 Cetera Investment Advisers47,778$5.61M0.0%+84.4%0.461%
8/8/2025 Creative Planning7,445$874K0.0%+2.5%0.072%
8/8/2025 Meridian Wealth Management LLC49,400$5.80M0.2%-3.3%0.477%
8/8/2025 PNC Financial Services Group Inc.4,791$563K0.0%+7.5%0.046%
8/6/2025 Prospera Financial Services Inc8,724$1.03M0.0%+13.7%0.084%
8/6/2025 AE Wealth Management LLC959$113K0.0%+396.9%0.009%
8/6/2025 Ethos Financial Group LLC64,815$7.61M0.7%N/A0.626%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,921$695K0.1%N/A0.057%
8/4/2025 Spire Wealth Management24,201$2.84M0.1%-29.6%0.234%
8/4/2025 Horizon Wealth Management LLC1,775$208K0.0%N/A0.017%
8/4/2025 Flagship Harbor Advisors LLC6,921$813K0.0%-20.6%0.067%
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8/1/2025 Capital Investment Counsel LLC92,290$10.84M1.7%-2.7%0.891%
8/1/2025 Envestnet Asset Management Inc.108,053$12.69M0.0%+2.0%1.043%
7/29/2025 Elevation Capital Advisory LLC76,541$8.99M3.6%N/A0.739%
7/29/2025 Chicago Partners Investment Group LLC36,515$4.30M0.1%+0.5%0.352%
7/29/2025 Private Trust Co. NA5,145$604K0.1%+3.7%0.050%
7/29/2025 Harbor Asset Planning Inc.1,918$225K0.2%N/A0.019%
7/28/2025 Axxcess Wealth Management LLC2,053$241K0.0%N/A0.020%
7/25/2025 Total Clarity Wealth Management Inc.2,593$305K0.1%-52.4%0.025%
7/25/2025 CWM LLC66,037$7.76M0.0%-0.4%0.637%
7/25/2025 Apollon Wealth Management LLC14,481$1.70M0.0%-0.6%0.140%
7/22/2025 Beacon Financial Advisory LLC5,105$600K0.2%+2.5%0.049%
7/22/2025 Wealthcare Advisory Partners LLC17,082$2.01M0.0%+345.7%0.165%
7/21/2025 Ameritas Advisory Services LLC50,107$5.89M0.3%N/A0.484%
7/18/2025 PFG Investments LLC3,105$365K0.0%+10.1%0.030%
7/18/2025 Institute for Wealth Management LLC.31,710$3.72M0.4%-0.5%0.306%
7/18/2025 Truist Financial Corp48,759$5.73M0.0%+0.2%0.471%
7/17/2025 Fifth Third Securities Inc.8,095$951K0.1%N/A0.078%
7/15/2025 Mather Group LLC.6,317$742K0.0%-6.4%0.061%
7/11/2025 Farther Finance Advisors LLC2,295$270K0.0%+80.0%0.022%
7/10/2025 Wealth Enhancement Advisory Services LLC2,718$320K0.0%-13.6%0.026%
7/10/2025 Focus Financial Network Inc.10,587$1.24M0.0%+2.8%0.102%
7/9/2025 Dynamic Advisor Solutions LLC49,788$5.85M0.2%-2.0%0.478%
7/8/2025 Prism Advisors Inc.26,918$3.16M0.9%+29.3%0.257%
7/7/2025 Investors Research Corp11,952$1.40M0.3%+10.4%0.114%
5/21/2025 Geneos Wealth Management Inc.2,504$240K0.0%-80.6%0.025%
5/19/2025 Jane Street Group LLC3,317$319K0.0%N/A0.034%
5/16/2025 Goldman Sachs Group Inc.126,772$12.18M0.0%+25.9%1.225%
5/16/2025 Jones Financial Companies Lllp4,190$402K0.0%-57.9%0.043%
5/16/2025 Integrated Wealth Concepts LLC6,355$610K0.0%-70.2%0.065%
5/15/2025 Paragon Private Wealth Management LLC2,911$280K0.1%-11.1%0.030%
5/15/2025 Capital Investment Counsel LLC94,898$9.11M1.5%-2.0%0.966%
5/15/2025 Royal Bank of Canada134,662$12.93M0.0%+4.7%1.371%
5/15/2025 Baird Financial Group Inc.102,059$9.80M0.0%-2.8%1.039%
5/14/2025 Northwestern Mutual Wealth Management Co.6,352$610K0.0%+76.1%0.065%
5/14/2025 Kestra Advisory Services LLC90,163$8.66M0.0%+3.3%0.918%
5/14/2025 Summit Financial LLC4,486$431K0.0%-4.0%0.046%
5/13/2025 Raymond James Financial Inc.379,876$36.48M0.0%-11.9%3.868%
5/13/2025 Nations Financial Group Inc. IA ADV4,031$387K0.0%-10.0%0.041%
5/13/2025 NFP Retirement Inc.12,515$1.20M0.1%-1.6%0.127%
5/13/2025 HighTower Advisors LLC3,952$380K0.0%-3.6%0.040%
5/12/2025 Meridian Wealth Management LLC51,063$4.90M0.2%-0.9%0.520%
5/12/2025 Maia Wealth LLC2,690$254K0.1%+94.2%0.027%
5/12/2025 Bristlecone Advisors LLC1,090$105K0.0%-15.5%0.011%
5/9/2025 Chicago Partners Investment Group LLC36,325$3.75M0.1%+720.9%0.370%
5/8/2025 Arkadios Wealth Advisors2,859$275K0.0%+4.5%0.029%
5/7/2025 LPL Financial LLC884,469$84.94M0.0%+2.6%9.007%
5/6/2025 Cetera Investment Advisers25,908$2.49M0.0%+22.6%0.270%
5/6/2025 Forge Financial Services LLC39,759$3.82M3.4%-0.9%0.414%
5/6/2025 JPL Wealth Management LLC36,573$3.27M1.3%-6.7%0.381%
5/5/2025 Private Advisor Group LLC93,311$8.96M0.1%-2.0%0.972%
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5/2/2025 Apollon Wealth Management LLC14,568$1.40M0.0%-6.2%0.152%
5/1/2025 CWM LLC66,323$6.37M0.0%-1.0%0.691%
4/30/2025 Cerity Partners LLC2,307$222K0.0%-22.3%0.024%
4/30/2025 Stratos Wealth Partners LTD.31,708$3.05M0.0%-1.2%0.330%
4/29/2025 Envestnet Asset Management Inc.105,920$10.17M0.0%+5.9%1.103%
4/29/2025 Silver Oak Securities Incorporated9,848$944K0.1%-1.3%0.103%
4/28/2025 Private Trust Co. NA4,962$477K0.0%+8.1%0.052%
4/28/2025 Keybank National Association OH9,930$954K0.0%+238.9%0.103%
4/25/2025 Mather Group LLC.6,752$648K0.0%-1.6%0.070%
4/23/2025 Spire Wealth Management34,374$3.30M0.1%-2.5%0.358%
(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, 156 institutional investors and hedge funds held shares of Invesco Large Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($84.94M), Bank of America Corp DE ($54.91M), Raymond James Financial Inc. ($47.64M), Raymond James & Associates ($38.09M), Cambridge Investment Research Advisors Inc. ($25.08M), Garden State Investment Advisory Services LLC ($18.11M), and UBS Group AG ($18.03M).Learn more on Invesco Large Cap Growth ETF's institutional investors.

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

Of the 127 institutional investors that purchased Invesco Large Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($888.29K), International Assets Investment Management LLC ($227.00K), Elevation Capital Advisory LLC ($174.49K), Ethos Financial Group LLC ($158.34K), LPL Financial LLC ($149.56K), BNP Paribas Financial Markets ($101.20K), and Spire Wealth Management ($84.82K).

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

Institutional investors have bought a total of 1,965,598 shares in the last 24 months. This purchase volume represents approximately $206.27M in transactions.

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

Of the 66 institutional investors that sold Invesco Large Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($212.45K), Raymond James Financial Inc. ($51.39K), Win Advisors Inc. ($39.08K), Integrated Wealth Concepts LLC ($14.96K), Geneos Wealth Management Inc. ($13.62K), Spire Wealth Management ($11.65K), and Mill Creek Capital Advisors LLC ($9.17K).

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

Institutional investors have sold a total of 471,015 shares in the last 24 months. This volume of shares sold represents approximately $47.77M in transactions.



This page (NYSEARCA:PWB) was last updated on 9/1/2025 by MarketBeat.com Staff
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