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Invesco Large Cap Growth ETF (PWB) Institutional Ownership

Invesco Large Cap Growth ETF logo
$127.67 +1.33 (+1.05%)
As of 10/20/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$236.30M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$47.72M
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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
10/20/2025Avaii Wealth Management LLC1,691$212K0.1%N/A0.015%
10/17/2025Institute for Wealth Management LLC.31,518$3.95M0.4%-0.6%0.290%
10/17/2025Apollon Wealth Management LLC14,198$1.78M0.0%-2.0%0.130%
10/15/2025 CWM LLC63,464$7.96M0.0%-3.9%0.583%
10/15/2025 Private Trust Co. NA2,816$353K0.0%-45.3%0.026%
10/15/2025 Founders Financial Securities LLC6,495$815K0.1%-13.8%0.060%
10/14/2025 Prism Advisors Inc.24,402$3.06M0.8%-9.3%0.226%
10/14/2025 Farther Finance Advisors LLC8,347$1.05M0.0%+263.7%0.077%
10/10/2025 Fifth Third Securities Inc.8,997$1.13M0.1%+11.1%0.083%
10/10/2025 Focus Financial Network Inc.10,428$1.31M0.0%-1.5%0.096%
10/9/2025 Secure Asset Management LLC2,545$320K0.1%N/A0.024%
10/9/2025 Dynamic Advisor Solutions LLC49,648$6.23M0.2%-0.3%0.459%
10/6/2025 ACT Wealth Management LLC194,630$24.41M8.6%N/A1.807%
10/2/2025 Investors Research Corp12,575$1.58M0.3%+5.2%0.121%
9/25/2025National Wealth Management Group LLC3,022$355K0.2%+15.9%0.029%
9/11/2025Milestones Private Investment Advisors LLC1,766$207K0.2%N/A0.017%
9/4/2025Osaic Holdings Inc.81,174$9.53M0.0%+82.8%0.781%
9/4/2025 Beacon Capital Management Inc.288$34K0.0%N/A0.003%
8/27/2025Orion Porfolio Solutions LLC3,541$416K0.0%N/A0.034%
8/19/2025B. Riley Wealth Advisors Inc.2,687$316K0.0%N/A0.026%
8/18/2025Geneos Wealth Management Inc.2,295$270K0.0%-8.3%0.022%
8/15/2025Equitable Holdings Inc.29,090$3.42M0.0%+31.5%0.280%
8/15/2025Captrust Financial Advisors75,958$8.92M0.0%-1.8%0.731%
8/15/2025Smartleaf Asset Management LLC2,052$238K0.0%+102,500.0%0.020%
8/15/2025Orion Porfolio Solutions LLC3,541$416K0.0%N/A0.034%
8/15/2025MML Investors Services LLC29,804$3.50M0.0%+105.4%0.287%
8/15/2025IHT Wealth Management LLC12,293$1.44M0.0%-6.2%0.118%
8/15/2025Garden State Investment Advisory Services LLC154,234$18.11M4.6%+61.4%1.484%
8/15/2025BBR Partners LLC1,775$208K0.0%N/A0.017%
8/15/2025Blue Capital Inc.11,115$1.31M0.9%N/A0.107%
8/15/2025Bank of America Corp DE467,554$54.91M0.0%-0.6%4.500%
8/15/2025Ameriprise Financial Inc.88,329$10.42M0.0%+47.3%0.850%
8/14/2025Ausdal Financial Partners Inc.4,072$478K0.0%+37.5%0.039%
8/14/2025Raymond 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%
8/13/2025Baird Financial Group Inc.97,623$11.47M0.0%-4.3%0.940%
8/13/2025Beacon Pointe Advisors LLC14,375$1.69M0.0%-6.0%0.138%
8/13/2025Fisher Asset Management LLC8,877$1.04M0.0%N/A0.085%
8/13/2025Balanced Wealth Group LLC17,442$2.08M0.9%-1.0%0.168%
8/13/2025Northwestern Mutual Wealth Management Co.4,220$496K0.0%-33.6%0.041%
8/13/2025Maia Wealth LLC3,448$405K0.1%+28.2%0.033%
8/12/2025Steward Partners Investment Advisory LLC10,425$1.22M0.0%+1.0%0.100%
8/12/2025JPMorgan Chase & Co.2,321$273K0.0%+72.6%0.022%
8/11/2025Western Wealth Management LLC2,712$318K0.0%N/A0.026%
8/8/2025Firestone Capital Management36,087$4.24M1.0%N/A0.348%
8/8/2025Rockefeller Capital Management L.P.39,597$4.65M0.0%-1.7%0.382%
8/8/2025Kingsview Wealth Management LLC2,277$267K0.0%N/A0.022%
8/8/2025Cetera Investment Advisers47,778$5.61M0.0%+84.4%0.461%
8/8/2025Creative Planning7,445$874K0.0%+2.5%0.072%
8/8/2025Meridian Wealth Management LLC49,400$5.80M0.2%-3.3%0.477%
8/8/2025PNC Financial Services Group Inc.4,791$563K0.0%+7.5%0.046%
8/6/2025Prospera Financial Services Inc8,724$1.03M0.0%+13.7%0.084%
8/6/2025AE Wealth Management LLC959$113K0.0%+396.9%0.009%
8/6/2025Ethos Financial Group LLC64,815$7.61M0.7%N/A0.626%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,921$695K0.1%N/A0.057%
8/4/2025Spire Wealth Management24,201$2.84M0.1%-29.6%0.234%
8/4/2025Horizon Wealth Management LLC1,775$208K0.0%N/A0.017%
8/4/2025Flagship Harbor Advisors LLC6,921$813K0.0%-20.6%0.067%
8/1/2025Capital Investment Counsel LLC92,290$10.84M1.7%-2.7%0.891%
8/1/2025Envestnet Asset Management Inc.108,053$12.69M0.0%+2.0%1.043%
7/29/2025Elevation Capital Advisory LLC76,541$8.99M3.6%N/A0.739%
7/29/2025Chicago 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%
7/29/2025Harbor Asset Planning Inc.1,918$225K0.2%N/A0.019%
7/28/2025Axxcess Wealth Management LLC2,053$241K0.0%N/A0.020%
7/25/2025Total 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%
7/25/2025Apollon Wealth Management LLC14,481$1.70M0.0%-0.6%0.140%
7/22/2025Beacon Financial Advisory LLC5,105$600K0.2%+2.5%0.049%
7/22/2025Wealthcare Advisory Partners LLC17,082$2.01M0.0%+345.7%0.165%
7/21/2025Ameritas Advisory Services LLC50,107$5.89M0.3%N/A0.484%
7/18/2025PFG Investments LLC3,105$365K0.0%+10.1%0.030%
7/18/2025Institute for Wealth Management LLC.31,710$3.72M0.4%-0.5%0.306%
7/18/2025Truist Financial Corp48,759$5.73M0.0%+0.2%0.471%
7/17/2025 Fifth Third Securities Inc.8,095$951K0.1%N/A0.078%
7/15/2025Mather Group LLC.6,317$742K0.0%-6.4%0.061%
7/11/2025 Farther Finance Advisors LLC2,295$270K0.0%+80.0%0.022%
7/10/2025Wealth 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%
5/21/2025Geneos Wealth Management Inc.2,504$240K0.0%-80.6%0.025%
5/19/2025Jane Street Group LLC3,317$319K0.0%N/A0.034%
5/16/2025Goldman Sachs Group Inc.126,772$12.18M0.0%+25.9%1.225%
5/16/2025Jones Financial Companies Lllp4,190$402K0.0%-57.9%0.043%
5/16/2025Integrated Wealth Concepts LLC6,355$610K0.0%-70.2%0.065%
5/15/2025Paragon Private Wealth Management LLC2,911$280K0.1%-11.1%0.030%
5/15/2025Capital Investment Counsel LLC94,898$9.11M1.5%-2.0%0.966%
5/15/2025Royal Bank of Canada134,662$12.93M0.0%+4.7%1.371%
5/15/2025Baird Financial Group Inc.102,059$9.80M0.0%-2.8%1.039%
5/14/2025Northwestern Mutual Wealth Management Co.6,352$610K0.0%+76.1%0.065%
5/14/2025Kestra Advisory Services LLC90,163$8.66M0.0%+3.3%0.918%
5/14/2025Summit Financial LLC4,486$431K0.0%-4.0%0.046%
5/13/2025Raymond James Financial Inc.379,876$36.48M0.0%-11.9%3.868%
5/13/2025Nations Financial Group Inc. IA ADV4,031$387K0.0%-10.0%0.041%
5/13/2025NFP Retirement Inc.12,515$1.20M0.1%-1.6%0.127%
5/13/2025HighTower Advisors LLC3,952$380K0.0%-3.6%0.040%
5/12/2025Meridian Wealth Management LLC51,063$4.90M0.2%-0.9%0.520%
5/12/2025Maia Wealth LLC2,690$254K0.1%+94.2%0.027%
(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, 163 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), ACT Wealth Management LLC ($24.41M), and Garden State Investment Advisory Services LLC ($18.11M).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 132 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), ACT Wealth Management LLC ($194.63K), Elevation Capital Advisory LLC ($174.49K), Ethos Financial Group LLC ($158.34K), LPL Financial LLC ($149.56K), and BNP Paribas Financial Markets ($101.20K).

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

Institutional investors have bought a total of 2,206,450 shares in the last 24 months. This purchase volume represents approximately $236.30M in transactions.

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

Of the 65 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 468,034 shares in the last 24 months. This volume of shares sold represents approximately $47.72M in transactions.



This page (NYSEARCA:PWB) was last updated on 10/21/2025 by MarketBeat.com Staff
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