Invesco Large Cap Growth ETFPWBETF

13F holders, Q1 2024 (March 31)
153holders
1famous investor
$85.73avg. 13F price*

At the end of Q1 2024, 153 institutions reported holding Invesco Large Cap Growth ETF (PWB) in their 13F filings. The largest holders were LPL Financial LLC ($69.0M), Morgan Stanley ($64.1M) and Raymond James & Associates ($35.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Large Cap Growth ETF
CUSIP
46137V746
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 153Q1 2024Q2 2024: 158Q2 2024Q3 2024: 166Q3 2024Q4 2024: 171Q4 2024Q1 2025: 165Q1 2025Q2 2025: 185Q2 2025Q3 2025: 196Q3 2025Q4 2025: 209Q4 2025Q1 2026: 223Q1 2026Q2 2026: 245Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions31$30.4M
Exits9$23.1M

Ownership 153 holders

LPL Financial LLC 0.04% Add +2.5% 772,787 $69.0M
Morgan Stanley 0.01% Reduce -2.1% 717,678 $64.1M
Raymond James & Associates 0.02% Add +15.4% 400,466 $35.8M
Bank of America Corp. 0.00% Reduce -0.5% 377,254 $33.7M
Wharton Business Group, LLC 0.73% No change 170,724 $15.2M
Cambridge Investment Research Advisors, Inc. 0.06% Add +4.2% 167,295 $14.9M
Royal Bank of Canada 0.00% Add +20.4% 137,200 $12.3M
Wells Fargo & Company 0.00% Reduce -2.6% 115,713 $10.3M
Baird Financial Group, Inc. 0.02% Add +1.6% 113,111 $10.1M
Commonwealth Equity Services, LLC 0.02% Reduce -5.9% 110,262 $9.8M
Private Advisor Group, LLC 0.07% Reduce -1.2% 106,712 $9.5M
Envestnet Asset Management Inc. 0.00% Add +37.5% 96,400 $8.6M
Ethos Financial Group, LLC 1.60% New 93,524 $8.4M
Goldman Sachs Group Inc. 0.00% Reduce -0.2% 90,187 $8.1M
Captrust Financial Advisors 0.03% Add +1.3% 87,423 $7.8M
Capital Investment Counsel, LLC 1.62% Add +62.5% 84,655 $7.6M
Kestra Advisory Services, LLC 0.05% Add +2.0% 79,577 $7.1M
Cwm, LLC 0.03% Reduce -1.2% 74,779 $6.7M
United Capital Financial Advisors, LLC 0.05% Reduce -35.8% 72,373 $6.5M
Regal Investment Advisors LLC 0.43% New 70,526 $6.3M
Cornerstone Wealth Management, LLC 0.42% Add +1.6% 58,129 $5.2M
Mill Creek Capital Advisors, LLC 0.13% No change 55,088 $4.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -1.4% 54,315 $4.8M
Dynamic Advisor Solutions LLC 0.16% Reduce -0.3% 53,682 $4.8M
Truist Financial Corp. 0.01% Add +1.6% 51,996 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +1.1% 42,418 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -9.7% 36,298 $3.3M
Firestone Capital Management 0.90% New 36,416 $3.3M
Win Advisors, Inc. 1.37% Reduce -14.4% 34,887 $3.1M
Institute for Wealth Management, LLC. 0.38% Reduce -0.2% 33,117 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -23.8% 32,609 $2.9M
Spire Wealth Management 0.05% Add +10.0% 32,178 $2.9M
Stratos Wealth Partners, LTD. 0.04% Add +6.9% 27,412 $2.4M
JPL Wealth Management, LLC 1.34% Add +20.9% 27,172 $2.4M
Ullmann Wealth Partners Group, LLC 0.35% Add +0.0% 25,993 $2.3M
Prism Advisors, Inc. 0.67% Reduce -0.3% 24,848 $2.2M
Equitable Holdings, Inc. 0.02% Reduce -0.3% 20,904 $1.9M
Tobias Financial Advisors, Inc. 0.42% Reduce -0.0% 20,901 $1.9M
Merit Financial Group, LLC 0.04% Reduce -3.3% 20,256 $1.8M
Integrated Wealth Concepts LLC 0.03% Add +7.2% 19,436 $1.7M
Susquehanna International Group, LLP 0.00% New 19,338 $1.7M
Cetera Investment Advisers 0.00% New 18,208 $1.6M
Balanced Wealth Group LLC 0.70% Add +0.0% 17,705 $1.6M
Comerica Bank 0.01% Reduce -7.3% 17,276 $1.5M
New England Private Wealth Advisors LLC 0.25% Add +0.0% 15,844 $1.4M
Apollon Wealth Management, LLC 0.04% Add +2.4% 15,750 $1.4M
Geneos Wealth Management Inc. 0.06% Add +4.4% 15,382 $1.4M
Atria Wealth Solutions, Inc. 0.01% Add +5.9% 14,678 $1.3M
Beacon Pointe Advisors, LLC 0.01% No change 14,607 $1.3M
Fulcrum Equity Management 1.48% New 14,024 $1.3M
IHT Wealth Management, LLC 0.05% Add +0.0% 13,838 $1.2M
Thoroughbred Financial Services, LLC 0.11% No change 13,381 $1.2M
Wealthspire Retirement, LLC 0.10% Reduce -2.6% 12,915 $1.2M
Parallel Advisors, LLC 0.03% No change 12,330 $1.1M
Citadel Advisors 0.00% Add +27.6% 11,176 $998K
Focus Financial Network, Inc. 0.05% — 11,545 $986K
MML Investors Services, LLC 0.00% Add +22.9% 10,855 $969K
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.6% 10,832 $967K
Cibc World Market Inc. 0.00% New 10,628 $949K
GeoWealth Management, LLC 0.04% New 10,277 $918K
Waverly Advisors, LLC 0.02% New 8,986 $802K
Flagship Harbor Advisors, LLC 0.05% Add +0.8% 8,785 $784K
Investors Research Corp 0.18% Add +6.1% 8,653 $773K
Mesirow Financial Investment Management, Inc. 0.02% No change 8,600 $768K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.5% 8,311 $742K
Oppenheimer & Co. Inc. 0.01% Add +1.8% 8,277 $739K
Prospera Financial Services Inc 0.02% Reduce -8.5% 7,707 $688K
Stifel Financial Corp. 0.00% Reduce -3.9% 7,551 $674K
Strategy Asset Managers LLC 0.13% No change 7,048 $629K
Harmony Asset Management LLC 0.26% Add +17.3% 6,958 $621K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -0.1% 6,550 $585K
Glenmede Trust Co. NA 0.00% No change 6,442 $575K
Armbruster Capital Management, Inc. 0.12% No change 6,370 $569K
Koshinski Asset Management, Inc. 0.06% Reduce -48.9% 6,152 $549K
Covenant Asset Management, LLC 0.13% Reduce -12.0% 6,118 $546K
EPG Wealth Management LLC 0.13% No change 6,000 $536K
Beacon Financial Advisory LLC 0.23% No change 5,308 $474K
Creative Planning 0.00% Add +44.0% 5,270 $471K
Janney Montgomery Scott LLC 0.00% Add +4.2% 5,186 $463K
Evolution Wealth Advisors, LLC 0.09% New 5,000 $446K
Nations Financial Group Inc, /Ia/ 0.04% No change 4,811 $430K
FMR LLC 0.00% Add +10.5% 4,546 $406K
Total Clarity Wealth Management, Inc. 0.14% Add +53.7% 4,537 $405K
PNC Financial Services Group, Inc. 0.00% Reduce -29.5% 4,455 $398K
Mather Group, Llc. 0.01% Add +3.7% 5,104 $397K
Gsa Capital Partners LLP 0.03% New 4,375 $391K
Chicago Partners Investment Group LLC 0.02% No change 4,425 $380K
Arkadios Wealth Advisors 0.03% Reduce -1.1% 4,203 $375K
HighTower Advisors, LLC 0.00% New 3,931 $351K
HFG Advisors, Inc. 0.30% No change 3,850 $344K
B. Riley Wealth Advisors, Inc. 0.01% Add +6.7% 4,923 $334K
Blair William & Co. 0.00% No change 3,713 $332K
Two Sigma Investments, LP 0.00% New 3,600 $321K
Traction Financial Partners, LLC 0.25% No change 3,553 $315K
Horizon Family Wealth, Inc. 0.24% Add +11.3% 3,522 $314K
Sigma Planning Corp 0.01% New 3,431 $306K
Jane Street Group, LLC 0.00% New 3,385 $302K
NorthRock Partners, LLC 0.01% No change 3,380 $302K
Paragon Private Wealth Management, LLC 0.18% No change 3,335 $298K
Eagle Bay Advisors LLC 0.19% No change 3,301 $295K

"% of holder's portfolio" is PWB's weight in each manager's 13F, not the share of Invesco Large Cap Growth ETF the manager owns.

Show all 153 holders