Free Trial

Invesco Large Cap Growth ETF (PWB) Institutional Ownership

Invesco Large Cap Growth ETF logo
$106.28 +1.28 (+1.22%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$77.48M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$18.25M
Get PWB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Large Cap Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/21/2025Flagship Harbor Advisors LLC8,705$886K0.0%-1.9%0.091%
1/21/2025Geneos Wealth Management Inc.12,892$1.31M0.0%-19.0%0.135%
1/21/2025Dynamic Advisor Solutions LLC51,316$5.22M0.2%-2.3%0.539%
1/21/2025Sound Income Strategies LLC449$46K0.0%N/A0.005%
1/21/2025Cornerstone Wealth Management LLC71,611$7.29M0.5%+11.9%0.752%
1/17/2025 Janney Montgomery Scott LLC5,050$514K0.0%+30.1%0.053%
1/17/2025 Evolution Wealth Advisors LLC5,000$509K0.1%N/A0.053%
1/15/2025 Arkadios Wealth Advisors2,736$278K0.0%-7.3%0.029%
1/15/2025 Merit Financial Group LLC20,140$2.05M0.0%+8.1%0.212%
1/15/2025 Ullmann Wealth Partners Group LLC25,592$2.60M0.3%-1.5%0.269%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.350$36K0.0%N/A0.004%
11/15/2024MML Investors Services LLC16,686$1.65M0.0%+15.1%0.175%
11/15/2024Jane Street Group LLC5,481$541K0.0%+7.6%0.058%
11/15/2024Stifel Financial Corp8,076$797K0.0%-2.5%0.085%
11/15/2024Integrated Wealth Concepts LLC19,982$1.97M0.0%+2.8%0.210%
11/15/2024Benjamin Edwards Inc.6,550$646K0.0%N/A0.069%
11/14/2024Captrust Financial Advisors78,966$7.79M0.0%-4.2%0.829%
11/14/2024Rockefeller Capital Management L.P.40,149$3.96M0.0%-3.7%0.422%
11/13/2024FMR LLC4,706$464K0.0%-4.2%0.049%
11/12/2024Capital Investment Counsel LLC99,106$9.78M1.7%+1.9%1.041%
11/12/2024Meridian Wealth Management LLC51,208$5.05M0.2%+2.1%0.538%
11/12/2024Investors Research Corp9,582$946K0.2%+4.7%0.101%
11/6/2024Mill Creek Capital Advisors LLC45,920$4.53M0.1%-16.6%0.482%
11/6/2024Schrum Private Wealth Management LLC6,100$602K0.3%+100.0%0.064%
11/6/2024Oppenheimer & Co. Inc.8,011$791K0.0%-2.1%0.084%
11/4/2024Axxcess Wealth Management LLC2,053$203K0.0%N/A0.022%
10/31/2024Advisor Resource Council3,512$347K0.2%N/A0.037%
10/31/2024Concurrent Investment Advisors LLC6,277$619K0.0%N/A0.066%
10/30/2024Maia Wealth LLC1,575$155K0.0%N/A0.017%
10/30/2024Beacon Financial Advisory LLC4,980$491K0.2%-19.1%0.052%
10/30/2024Tobias Financial Advisors Inc.20,628$2.04M0.4%-1.0%0.217%
10/29/2024Farther Finance Advisors LLC1,275$126K0.0%+240.0%0.013%
10/28/2024Balanced 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%
10/23/2024Silver Oak Securities Incorporated12,047$1.19M0.1%+336.2%0.127%
10/22/2024Private 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%
10/16/2024Cornerstone Wealth Management LLC63,987$6.31M0.4%+5.1%0.672%
He’s without a doubt the best stock picker we’ve ever met. (Ad)

There are very few people in this world who are considered “the best” in their field. There are guys like Michael Jordan who is considered the best basketball player of all time… Or Warren Buffet who is considered the best Investor of all time… But we’ve just met a man who might be the best stock picker of all time… Right now, as we speak, he is currently ranked the #1 stock picker in North America.

If you’d like to sit down with us, follow this link here.
10/16/2024Prism Advisors Inc.21,355$2.11M0.6%-3.1%0.224%
10/8/2024CWM LLC69,380$6.85M0.0%-3.1%0.729%
10/8/2024Dynamic Advisor Solutions LLC52,513$5.18M0.2%-2.0%0.552%
10/8/2024Mather Group LLC.6,597$651K0.0%-20.2%0.069%
10/7/2024 IAM Advisory LLC3,104$306K0.1%-5.9%0.033%
10/2/2024M&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%
8/16/2024Gateway 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%
8/16/2024Creative Planning5,675$536K0.0%+7.7%0.060%
8/12/2024Mercer Global Advisors Inc. ADV215,455$215K0.0%-0.2%2.263%
8/9/2024Total 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%
8/5/2024Private 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%
7/31/2024Spire Wealth Management35,043$3.31M0.1%+8.9%0.368%
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%
7/26/2024Cambridge Investment Research Advisors Inc.191,518$18.09M0.1%+14.5%2.012%
7/26/2024Bristlecone 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%
7/24/2024EdgeRock 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%
7/22/2024Focus 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%
7/16/2024Cornerstone 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%
7/10/2024Prism Advisors Inc.22,042$2.08M0.6%-11.3%0.232%
7/10/2024CWM LLC71,597$6.76M0.0%-4.3%0.752%
7/9/2024Mather 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%
He’s without a doubt the best stock picker we’ve ever met. (Ad)

There are very few people in this world who are considered “the best” in their field. There are guys like Michael Jordan who is considered the best basketball player of all time… Or Warren Buffet who is considered the best Investor of all time… But we’ve just met a man who might be the best stock picker of all time… Right now, as we speak, he is currently ranked the #1 stock picker in North America.

If you’d like to sit down with us, follow this link here.
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%
5/8/2024Legacy 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%
4/30/2024Private 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%
4/26/2024YHB Investment Advisors Inc.475$42K0.0%N/A0.005%
(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, 136 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 105 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 1,738,763 shares in the last 24 months. This purchase volume represents approximately $133.04M in transactions.

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

Of the 67 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 ($74.24K), 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 379,181 shares in the last 24 months. This volume of shares sold represents approximately $29.20M in transactions.



This page (NYSEARCA:PWB) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners