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Invesco Large Cap Growth ETF (PWB) Institutional Ownership

Invesco Large Cap Growth ETF logo
$163.20 +0.85 (+0.52%)
As of 10:02 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$205.47M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$39.05M
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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
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%
6/3/2026 NewEdge Advisors LLC6,632$835K0.0%+2,227.0%0.051%
6/1/2026 First Nebraska Trust Co1,844$232K0.0%N/A0.014%
5/26/2026 Glenmede Trust Co. NA5,842$736K0.0%-9.3%0.045%
5/19/2026Western Wealth Management LLC2,797$352K0.0%+11.3%0.021%
5/19/2026 Paragon Private Wealth Management LLC2,834$357K0.1%-2.6%0.022%
5/19/2026 NewEdge 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%
5/15/2026 Gateway Wealth Partners LLC7,342$925K0.0%+98.4%0.056%
5/15/2026Waverly Advisors LLC8,854$1.12M0.0%+1.9%0.068%
5/14/2026 Alamar Capital Management LLC2,250$283K0.2%N/A0.017%
5/14/2026 Lido Advisors LLC1,777$224K0.0%-32.4%0.014%
5/13/2026 Cetera Investment Advisers66,501$8.37M0.0%+23.1%0.510%
5/13/2026Envision Financial Transparency LLC7,664$965K0.9%N/A0.059%
5/8/2026 PNC Financial Services Group Inc.6,608$832K0.0%-2.2%0.051%
5/8/2026 Cassaday & Co Wealth Management LLC1,155$145K0.0%N/A0.009%
5/7/2026 Hershey Financial Advisers LLC3,720$468K0.4%-55.0%0.029%
5/6/2026 Assetmark 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%
5/5/2026 Geneos Wealth Management Inc.1,699$214K0.0%-9.3%0.013%
5/5/2026 Ethos Financial Group LLC56,291$7.09M0.5%N/A0.432%
5/4/2026 Chicago Partners Investment Group LLC35,139$4.43M0.1%-1.9%0.269%
5/1/2026 Fifth Third Bancorp15,478$1.95M0.0%+2,995.6%0.119%
4/30/2026 Kestra Advisory Services LLC116,579$14.68M0.1%+8.2%0.894%
4/29/2026 Signet 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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4/27/2026 Private Advisor Group LLC101,943$12.84M0.1%+12.8%0.801%
4/25/2026 Blue Capital Inc.13,761$1.73M1.1%-33.5%0.108%
4/25/2026 Keybank 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%
4/24/2026 Prism Advisors Inc.14,309$1.80M0.5%-3.2%0.113%
4/23/2026 Balanced 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%
4/22/2026 Janney 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%
4/20/2026 Kestra 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%
4/16/2026 Founders 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%
3/9/2026 Corient Private Wealth LLC1,595$203K0.0%N/A0.014%
3/4/2026Rehmann Capital Advisory Group1,581$201K0.0%N/A0.014%
2/25/2026 MidFirst Bank246$31K0.0%N/A0.002%
2/23/2026 Blue Capital Inc.20,704$2.63M1.9%+74.2%0.183%
2/19/2026Claris Financial LLC5,952$757K0.4%N/A0.053%
2/19/2026 Axxcess Wealth Management LLC6,053$769K0.0%+194.8%0.053%
2/19/2026 Corient Private Wealth LLC1,594$203K0.0%N/A0.014%
2/18/2026Beacon Pointe Advisors LLC14,381$1.83M0.0%-0.8%0.127%
2/18/2026 Hershey Financial Advisers LLC8,259$1.05M0.9%N/A0.073%
2/18/2026Empowered Funds LLC11,009$1.40M0.0%N/A0.097%
2/18/2026 Garton & Associates Financial Advisors LLC1,410$179K0.1%N/A0.012%
2/18/2026 Maia Wealth LLC6,070$810K0.1%+14.9%0.054%
2/18/2026IHT Wealth Management LLC11,724$1.49M0.0%-3.7%0.103%
2/17/2026 Cetera 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%
2/17/2026 Private 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%
2/17/2026 Blair William & Co. IL4,700$597K0.0%+26.6%0.041%
2/17/2026Royal Bank of Canada126,993$16.14M0.0%-1.6%1.121%
2/17/2026 Beacon Financial Advisory LLC4,925$626K0.1%-2.5%0.043%
2/16/2026 Tobias Financial Advisors Inc.16,217$2.06M0.3%-19.5%0.143%
2/16/2026 MML Investors Services LLC47,119$5.99M0.0%+29.2%0.416%
2/16/2026Mariner LLC48,561$6.17M0.0%-2.4%0.429%
2/16/2026 Arax Advisory Partners549$70K0.0%-74.8%0.005%
2/13/2026 Kestra Advisory Services LLC107,705$13.69M0.1%+18.7%0.951%
2/13/2026 Stifel Financial Corp11,285$1.43M0.0%-12.9%0.100%
2/13/2026Morgan Stanley822,431$104.54M0.0%-0.9%7.259%
2/13/2026 Arkadios Wealth Advisors2,074$264K0.0%-28.4%0.018%
2/13/2026 Integrated 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%
2/12/2026 Commonwealth 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%
2/12/2026 Principal Securities Inc.2,690$342K0.0%-2.7%0.024%
2/12/2026 Forge Financial Services LLC39,519$5.02M2.1%+0.3%0.349%
2/11/2026Empowered Funds LLC11,009$1.40M0.0%N/A0.097%
2/11/2026 Janney Montgomery Scott LLC8,202$1.04M0.0%+19.6%0.072%
2/11/2026 LPL Financial LLC1,371,487$174.33M0.0%+10.6%12.105%


PWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 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 155 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 ($212.18K), 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 1,616,529 shares in the last 24 months. This purchase volume represents approximately $205.47M in transactions.

Of the 76 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 309,830 shares in the last 24 months. This volume of shares sold represents approximately $39.05M in transactions.



Institutional ownership data for NYSEARCA:PWB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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