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Invesco Large Cap Growth ETF (PWB) Institutional Ownership

Invesco Large Cap Growth ETF logo
$154.57 -2.81 (-1.79%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$236.28M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$41.93M
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Skip Chart & View Institutional Buying and Selling Data

PWB Institutional Buying and Selling by Quarter

Invesco Large Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.11,508$1.94M0.1%+1.8%0.081%
7/9/2026 StoneCrest Wealth Management Inc.53,941$9.09M2.9%N/A0.378%
7/8/2026 ACT Wealth Management LLC215,222$36.26M10.7%+1.4%1.507%
7/7/2026 Post Resch Tallon Group Inc.13,609$2.29M1.6%+85.0%0.095%
7/7/2026 Dynamic Advisor Solutions LLC45,194$7.61M0.2%-3.2%0.317%
6/18/2026Western Wealth Management LLC2,797$352K0.0%+11.3%0.021%
6/16/2026Empowered Funds LLC8,984$1.13M0.0%-18.4%0.069%
6/3/2026NewEdge Advisors LLC6,632$835K0.0%+2,227.0%0.051%
6/1/2026First Nebraska Trust Co1,844$232K0.0%N/A0.014%
5/26/2026Glenmede Trust Co. NA5,842$736K0.0%-9.3%0.045%
5/19/2026Western Wealth Management LLC2,797$352K0.0%+11.3%0.021%
5/19/2026Paragon Private Wealth Management LLC2,834$357K0.1%-2.6%0.022%
5/19/2026NewEdge Advisors LLC6,347$799K0.0%+2,127.0%0.049%
5/19/2026Bank of America Corp DE442,993$55.79M0.0%+1.4%3.397%
5/19/2026Claris Financial LLC6,826$860K0.5%+14.7%0.052%
5/18/2026Sunbelt Securities Inc.417$53K0.0%N/A0.003%
5/18/2026Royal Bank of Canada115,371$14.53M0.0%-9.2%0.885%
5/18/2026Empowered Funds LLC8,984$1.13M0.0%-18.4%0.069%
5/16/2026Quantinno Capital Management LP4,031$508K0.0%N/A0.031%
5/15/2026Cardiff Park Advisors LLC3,300$416K0.0%N/A0.025%
5/15/2026Gateway Wealth Partners LLC7,342$925K0.0%+98.4%0.056%
5/15/2026Waverly Advisors LLC8,854$1.12M0.0%+1.9%0.068%
5/14/2026Alamar Capital Management LLC2,250$283K0.2%N/A0.017%
5/14/2026Lido Advisors LLC1,777$224K0.0%-32.4%0.014%
5/13/2026Cetera Investment Advisers66,501$8.37M0.0%+23.1%0.510%
5/13/2026Envision Financial Transparency LLC7,664$965K0.9%N/A0.059%
5/8/2026PNC Financial Services Group Inc.6,608$832K0.0%-2.2%0.051%
5/8/2026Cassaday & Co Wealth Management LLC1,155$145K0.0%N/A0.009%
5/7/2026Hershey Financial Advisers LLC3,720$468K0.4%-55.0%0.029%
5/6/2026Assetmark Inc.1,037$131K0.0%+111.6%0.008%
5/6/2026 Fiscal Wisdom Wealth Management LLC10,911$1.37M1.3%-0.7%0.084%
5/5/2026 Harmony Asset Management LLC6,471$815K0.2%+2.1%0.050%
5/5/2026Geneos Wealth Management Inc.1,699$214K0.0%-9.3%0.013%
5/5/2026Ethos Financial Group LLC56,291$7.09M0.5%N/A0.432%
5/4/2026Chicago Partners Investment Group LLC35,139$4.43M0.1%-1.9%0.269%
5/1/2026Fifth Third Bancorp15,478$1.95M0.0%+2,995.6%0.119%
4/30/2026Kestra Advisory Services LLC116,579$14.68M0.1%+8.2%0.894%
4/29/2026Signet Private Wealth LLC2,033$256K0.2%N/A0.016%
4/27/2026 PFG Investments LLC3,684$464K0.0%+17.8%0.029%
4/27/2026World Investment Advisors12,667$1.60M0.0%N/A0.100%
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4/27/2026Private Advisor Group LLC101,943$12.84M0.1%+12.8%0.801%
4/25/2026Blue Capital Inc.13,761$1.73M1.1%-33.5%0.108%
4/25/2026Keybank National Association OH9,930$1.25M0.0%-1.0%0.078%
4/25/2026Center for Wealth Management Advisory209,950$26.44M19.0%-0.3%1.652%
4/24/2026 Harbor Investment Advisory LLC265$33K0.0%-78.6%0.002%
4/24/2026Prism Advisors Inc.14,309$1.80M0.5%-3.2%0.113%
4/23/2026Balanced Wealth Group LLC17,363$2.19M0.8%-0.5%0.137%
4/23/2026 Capital Investment Counsel LLC90,881$11.45M1.6%-1.5%0.715%
4/23/2026 Apollon Wealth Management LLC12,395$1.56M0.0%-1.9%0.098%
4/22/2026Janney Montgomery Scott LLC10,701$1.35M0.0%+30.5%0.084%
4/22/2026 Harbor Asset Planning Inc.2,569$324K0.3%+33.9%0.020%
4/21/2026 Balance Wealth LLC1,626$205K0.1%N/A0.013%
4/20/2026Kestra Private Wealth Services LLC5,437$685K0.0%+1.9%0.043%
4/20/2026 RFG Advisory LLC9,806$1.24M0.0%N/A0.077%
4/17/2026 Total Clarity Wealth Management Inc.2,023$255K0.1%-6.0%0.016%
4/16/2026Founders Financial Securities LLC11,083$1.51M0.1%+55.8%0.088%
4/15/2026 Nations Financial Group Inc. IA ADV3,781$476K0.0%-3.8%0.030%
3/17/2026Rockefeller Capital Management L.P.48,050$6.11M0.0%+22.7%0.424%
3/9/2026Corient Private Wealth LLC1,595$203K0.0%N/A0.014%
3/4/2026Rehmann Capital Advisory Group1,581$201K0.0%N/A0.014%
2/25/2026MidFirst Bank246$31K0.0%N/A0.002%
2/23/2026Blue Capital Inc.20,704$2.63M1.9%+74.2%0.183%
2/19/2026Claris Financial LLC5,952$757K0.4%N/A0.053%
2/19/2026Axxcess Wealth Management LLC6,053$769K0.0%+194.8%0.053%
2/19/2026Corient Private Wealth LLC1,594$203K0.0%N/A0.014%
2/18/2026Beacon Pointe Advisors LLC14,381$1.83M0.0%-0.8%0.127%
2/18/2026Hershey Financial Advisers LLC8,259$1.05M0.9%N/A0.073%
2/18/2026Empowered Funds LLC11,009$1.40M0.0%N/A0.097%
2/18/2026Garton & Associates Financial Advisors LLC1,410$179K0.1%N/A0.012%
2/18/2026Maia Wealth LLC6,070$810K0.1%+14.9%0.054%
2/18/2026IHT Wealth Management LLC11,724$1.49M0.0%-3.7%0.103%
2/17/2026Cetera Investment Advisers54,023$6.87M0.0%+4.0%0.477%
2/17/2026Equitable Holdings Inc.29,098$3.70M0.0%+0.3%0.257%
2/17/2026Regal Investment Advisors LLC87,673$11.14M0.7%+0.2%0.774%
2/17/2026Osaic Holdings Inc.58,819$7.48M0.0%-11.9%0.519%
2/17/2026Private Advisor Group LLC90,337$11.48M0.1%-1.6%0.797%
2/17/2026Captrust Financial Advisors70,564$8.97M0.0%-0.6%0.623%
2/17/2026&PARTNERS2,150$273K0.0%-9.7%0.019%
2/17/2026Blair William & Co. IL4,700$597K0.0%+26.6%0.041%
2/17/2026Royal Bank of Canada126,993$16.14M0.0%-1.6%1.121%
2/17/2026Beacon Financial Advisory LLC4,925$626K0.1%-2.5%0.043%
2/16/2026Tobias Financial Advisors Inc.16,217$2.06M0.3%-19.5%0.143%
2/16/2026MML Investors Services LLC47,119$5.99M0.0%+29.2%0.416%
2/16/2026Mariner LLC48,561$6.17M0.0%-2.4%0.429%
2/16/2026Arax Advisory Partners549$70K0.0%-74.8%0.005%
2/13/2026Kestra Advisory Services LLC107,705$13.69M0.1%+18.7%0.951%
2/13/2026Stifel Financial Corp11,285$1.43M0.0%-12.9%0.100%
2/13/2026Morgan Stanley822,431$104.54M0.0%-0.9%7.259%
2/13/2026Arkadios Wealth Advisors2,074$264K0.0%-28.4%0.018%
2/13/2026Integrated Wealth Concepts LLC17,332$2.20M0.0%-6.3%0.153%
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2/13/2026Wells Fargo & Company MN124,827$15.87M0.0%+1.4%1.102%
2/12/2026Orion Porfolio Solutions LLC10,457$1.33M0.0%+87.7%0.092%
2/12/2026Commonwealth Equity Services LLC113,913$14.48M0.0%+5.4%1.005%
2/12/2026JPL Wealth Management LLC36,032$4.58M1.1%-6.9%0.318%
2/12/2026Steward Partners Investment Advisory LLC10,010$1.27M0.0%-1.5%0.088%
2/12/2026Principal Securities Inc.2,690$342K0.0%-2.7%0.024%
2/12/2026Forge Financial Services LLC39,519$5.02M2.1%+0.3%0.349%
2/11/2026Empowered Funds LLC11,009$1.40M0.0%N/A0.097%
2/11/2026Janney Montgomery Scott LLC8,202$1.04M0.0%+19.6%0.072%
2/11/2026LPL Financial LLC1,371,487$174.33M0.0%+10.6%12.105%


PWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 205 institutional investors and hedge funds held shares of Invesco Large Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($174.33M), Morgan Stanley ($104.54M), Bank of America Corp DE ($55.79M), Raymond James Financial Inc. ($50.22M), Raymond James & Associates ($38.09M), ACT Wealth Management LLC ($36.26M), and Cambridge Investment Research Advisors Inc. ($33.49M).Learn more on Invesco Large Cap Growth ETF's institutional investors.

Of the 160 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), Northwestern Mutual Wealth Management Co. ($340.16K), LPL Financial LLC ($249.72K), ACT Wealth Management LLC ($211.07K), Elevation Capital Advisory LLC ($190.26K), Ethos Financial Group LLC ($121.11K), and Ameriprise Financial Inc. ($116.93K).

Institutional investors have bought a total of 1,878,921 shares in the last 24 months. This purchase volume represents approximately $236.28M in transactions.

Of the 80 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: Elevation Capital Advisory LLC ($72.60K), Bank of America Corp DE ($28.23K), Cambridge Investment Research Advisors Inc. ($22.50K), Win Advisors Inc. ($17.75K), Susquehanna International Group LLP ($17.22K), Royal Bank of Canada ($13.66K), and Prism Advisors Inc. ($12.61K).

Institutional investors have sold a total of 334,409 shares in the last 24 months. This volume of shares sold represents approximately $41.93M in transactions.


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This page (NYSEARCA:PWB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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