Invesco Large Cap Growth ETF (PWB) Institutional Ownership

$88.27
+0.10 (+0.11%)
(As of 04:28 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$88.90M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$17.66M
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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
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%
5/4/2024 Geneos Wealth Management Inc.15,382$1.37M0.1%+4.4%0.162%
5/2/2024 Choreo 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%
4/26/2024 Mesirow Financial Investment Management Inc.8,600$768K0.0%N/A0.091%
4/25/2024 Summit 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%
4/24/2024 Fulcrum Equity Management14,024$1.25M1.5%N/A0.148%
4/24/2024 Spire Wealth Management32,178$2.87M0.1%+10.0%0.340%
4/23/2024 Covenant Asset Management LLC6,118$546K0.1%-12.0%0.065%
4/23/2024 Raymond James Financial Services Advisors Inc.54,315$4.85M0.0%-1.4%0.574%
4/22/2024 Raymond 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%
4/19/2024 Evolution Wealth Advisors LLC5,000$446K0.1%N/A0.053%
4/18/2024 Verum Partners LLC2,317$207K0.1%N/A0.024%
4/18/2024 Exchange 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%
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%
2/9/2024Thoroughbred Financial Services LLC13,381$1.04M0.1%-1.5%0.146%
2/9/2024Paragon Private Wealth Management LLC3,335$259K0.2%-27.5%0.036%
2/9/2024UBS Group AG232,099$18.03M0.0%-1.4%2.526%
2/9/2024PNC Financial Services Group Inc.6,321$491K0.0%+37.1%0.069%
2/8/2024 Meridian Wealth Management LLC48,979$3.81M0.2%N/A0.533%
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2/8/2024Beacon Pointe Advisors LLC14,607$1.14M0.0%-10.6%0.159%
2/7/2024Northwest Financial Advisors1,150$89K0.1%N/A0.013%
2/7/2024Principal Securities Inc.3,015$234K0.0%N/A0.033%
2/6/2024EdgeRock Capital LLC640$54K0.0%N/A0.007%
2/6/2024Balanced Wealth Group LLC17,703$1.38M0.7%N/A0.193%
2/6/2024 Apollon Wealth Management LLC15,384$1.20M0.0%N/A0.167%
2/6/2024 Private Advisor Group LLC108,050$8.40M0.1%+0.2%1.176%
2/6/2024 Spire Wealth Management29,245$2.37M0.1%-71.7%0.318%
2/6/2024 Merit Financial Group LLC20,943$1.63M0.0%-16.8%0.228%
2/5/2024 Win Advisors Inc.40,750$3.17M1.4%N/A0.443%
2/5/2024 Mather Group LLC.4,924$383K0.0%-5.9%0.054%
2/2/2024Truist Financial Corp51,153$3.98M0.0%-6.8%0.557%
2/2/2024Atria Wealth Solutions Inc.13,862$1.08M0.0%+2.6%0.151%
2/2/2024 Bfsg LLC1,900$148K0.0%N/A0.021%
2/1/2024 Prism Advisors Inc.24,934$1.94M0.6%-0.6%0.271%
2/1/2024 CWM LLC75,668$5.88M0.0%+0.4%0.823%
1/31/2024 Institute for Wealth Management LLC.33,192$2.58M0.4%-13.8%0.361%
1/30/2024 Investment Advisory Group LLC2,800$218K0.1%N/A0.030%
1/30/2024 Investors Research Corp8,155$634K0.2%+6.0%0.089%
1/29/2024Koshinski Asset Management Inc.12,033$935K0.1%+91.6%0.131%
1/26/2024Cerity Partners LLC2,970$231K0.0%N/A0.032%
1/26/2024 Geneos Wealth Management Inc.14,736$1.15M0.1%+21.8%0.160%
1/25/2024 International Assets Investment Management LLC112,775$8.76M0.0%N/A1.227%
1/25/2024Asset Management Resources LLC2,762$215K0.1%N/A0.030%
1/24/2024 Arkadios Wealth Advisors4,252$330K0.0%-11.9%0.046%
1/24/2024 International Assets Investment Management LLC112,775$8.76M0.0%N/A1.227%
1/24/2024 Total Clarity Wealth Management Inc.2,952$229K0.1%N/A0.032%
1/18/2024 Global Retirement Partners LLC410$32K0.0%+127.8%0.004%
1/16/2024 Raymond James Financial Services Advisors Inc.55,067$4.28M0.0%-3.6%0.599%
1/16/2024 Raymond James & Associates346,873$26.95M0.0%+1.7%3.774%
1/11/2024 Dynamic Advisor Solutions LLC53,855$4.09M0.2%+1,421.8%0.586%
1/10/2024 Cornerstone Wealth Management LLC57,221$4.45M0.4%+10.9%0.623%
12/6/2023Citigroup Inc.1,928$131K0.0%-13.5%0.021%
12/1/2023B. Riley Wealth Advisors Inc.4,923$334K0.0%-5.9%0.054%
11/20/2023Silver Oak Securities Incorporated6,243$423K0.1%-41.1%0.068%
11/16/2023Horizon Family Wealth Inc.3,158$214K0.1%-90.4%0.034%
11/15/2023Integrated Wealth Concepts LLC17,844$1.21M0.0%+1.1%0.194%
11/13/2023 Cary Street Partners Investment Advisory LLC782$53K0.0%N/A0.009%
11/13/2023LPL Financial LLC603,030$40.88M0.0%+5.4%6.562%
11/13/2023Envestnet Asset Management Inc.73,613$4.99M0.0%-8.5%0.801%
11/13/2023Kestra Advisory Services LLC66,671$4.52M0.0%+4.2%0.725%
11/13/2023PNC Financial Services Group Inc.4,611$313K0.0%-8.7%0.050%
11/9/2023UBS Group AG235,464$15.96M0.0%-0.3%2.562%
11/8/2023 Janney Montgomery Scott LLC4,846$329K0.0%N/A0.053%
11/8/2023Atria Wealth Solutions Inc.13,514$916K0.0%+6.8%0.147%
11/8/2023 Spire Wealth Management103,275$7.00M0.3%+325.9%1.124%
11/8/2023 First Command Advisory Services Inc.740$50K0.0%N/A0.008%
11/8/2023Oppenheimer & Co. Inc.7,307$495K0.0%-2.8%0.080%
11/7/2023 Cornerstone Wealth Management LLC51,603$3.50M0.3%+9.3%0.562%
11/7/2023Firestone Capital Management37,076$2.51M0.9%-1.2%0.403%
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11/3/2023 Private Advisor Group LLC107,844$7.31M0.1%+7.7%1.173%
10/24/2023 Stratos Wealth Partners LTD.25,628$1.74M0.0%+8.4%0.279%
10/24/2023 Raymond James Financial Services Advisors Inc.57,146$3.87M0.0%+9.9%0.622%
10/24/2023 Raymond James & Associates340,970$23.11M0.0%-1.0%3.710%
10/24/2023 Cambridge Investment Research Advisors Inc.170,186$11.54M0.1%+4.9%1.852%
10/23/2023Commonwealth Equity Services LLC146,955$9.96M0.0%-5.6%1.599%
10/13/2023 Arkadios Wealth Advisors4,828$327K0.0%-21.6%0.053%
10/13/2023Ullmann Wealth Partners Group LLC25,985$1.76M0.3%+1.3%0.283%
10/11/2023 Geneos Wealth Management Inc.12,100$820K0.0%+52.3%0.132%
10/11/2023 CWM LLC75,375$5.11M0.0%-2.4%0.820%
(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, 122 institutional investors and hedge funds held shares of Invesco Large Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($40.88M), Raymond James & Associates ($35.76M), United Capital Financial Advisers LLC ($27.45M), Bank of America Corp DE ($26.68M), UBS Group AG ($18.03M), Cambridge Investment Research Advisors Inc. ($14.94M), and Wharton Business Group LLC ($12.06M).Learn more on PWB's institutional investors.

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

Of the 97 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: International Assets Investment Management LLC ($225.55K), LPL Financial LLC ($216.04K), Private Advisor Group LLC ($114.28K), Raymond James & Associates ($110.63K), Ethos Financial Group LLC ($93.52K), Spire Wealth Management ($86.76K), and Maltin Wealth Management Inc. ($51.31K).

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

Institutional investors have bought a total of 1,687,710 shares in the last 24 months. This purchase volume represents approximately $121.04M in transactions.

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

Of the 65 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: Prism Advisors Inc. ($132.91K), Spire Wealth Management ($81.52K), Arkadios Wealth Advisors ($44.86K), Cambridge Investment Research Advisors Inc. ($39.66K), Stratos Wealth Partners LTD. ($31.57K), Horizon Family Wealth Inc. ($30.92K), and Commonwealth Equity Services LLC ($22.31K).

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

Institutional investors have sold a total of 590,593 shares in the last 24 months. This volume of shares sold represents approximately $38.99M in transactions.


This page (NYSEARCA:PWB) was last updated on 5/8/2024 by MarketBeat.com Staff

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