Invesco Large Cap Growth ETFPWBETF

13F holders, Q2 2024 (June 30)
158holders +5
11new positions
9sold out
$91.03avg. 13F price*

At the end of Q2 2024, 158 institutions reported holding Invesco Large Cap Growth ETF (PWB) in their 13F filings, up 5 from Q1 2024. 11 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($76.5M), Morgan Stanley ($68.1M) and Raymond James & Associates ($37.0M).

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 → Q2 2024

InstitutionsTotal Value
New Positions11$26.2M
Exits9$7.5M

All 13F filers, Q1 2024 → Q2 2024: 395,301 shares bought and 177,791 shares sold, net +217,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 158 holders

LPL Financial LLC 0.04% Add +4.9% 810,331 $76.5M
Morgan Stanley 0.01% Add +0.5% 721,269 $68.1M
Raymond James & Associates 0.02% Reduce -2.1% 392,084 $37.0M
Bank of America Corp. 0.00% Add +1.0% 381,170 $36.0M
UBS Group AG 0.01% New 212,013 $20.0M
Cambridge Investment Research Advisors, Inc. 0.07% Add +14.5% 191,518 $18.1M
Wharton Business Group, LLC 0.82% Reduce -1.4% 168,364 $15.9M
Royal Bank of Canada 0.00% Reduce -4.9% 130,423 $12.3M
Wells Fargo & Company 0.00% Add +0.3% 116,050 $11.0M
Baird Financial Group, Inc. 0.02% Reduce -2.0% 110,838 $10.5M
Commonwealth Equity Services, LLC 0.02% Reduce -3.3% 106,623 $10.1M
Private Advisor Group, LLC 0.06% Reduce -4.3% 102,065 $9.6M
Envestnet Asset Management Inc. 0.00% Add +2.8% 99,065 $9.4M
Elevation Capital Advisory, LLC 4.22% — 97,945 $9.3M
Capital Investment Counsel, LLC 1.80% Add +14.8% 97,219 $9.2M
Ethos Financial Group, LLC 1.53% Reduce -2.4% 91,320 $8.6M
Goldman Sachs Group Inc. 0.00% Add +0.3% 90,455 $8.5M
Captrust Financial Advisors 0.03% Reduce -5.7% 82,408 $7.8M
Kestra Advisory Services, LLC 0.04% Add +0.4% 79,926 $7.5M
Regal Investment Advisors LLC 0.46% Add +4.8% 73,918 $7.0M
Cwm, LLC 0.03% Reduce -4.3% 71,597 $6.8M
Cornerstone Wealth Management, LLC 0.44% Add +4.7% 60,873 $5.7M
United Capital Financial Advisors, LLC 0.05% Reduce -18.1% 59,250 $5.6M
Mill Creek Capital Advisors, LLC 0.13% No change 55,088 $5.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.9% 53,813 $5.1M
Dynamic Advisor Solutions LLC 0.16% Reduce -0.2% 53,579 $5.1M
Truist Financial Corp. 0.01% Reduce -0.6% 51,684 $4.9M
Meridian Wealth Management, LLC 0.57% New 50,168 $4.7M
Rockefeller Capital Management L.P. 0.01% Reduce -1.7% 41,691 $3.9M
Firestone Capital Management 0.94% No change 36,416 $3.4M
Spire Wealth Management 0.12% Add +8.9% 35,043 $3.3M
Ameriprise Financial Inc. 0.00% Reduce -5.7% 34,233 $3.2M
Institute for Wealth Management, LLC. 0.41% Reduce -1.2% 32,712 $3.1M
Osaic Holdings, Inc. 0.01% Reduce -2.4% 31,815 $3.0M
JPL Wealth Management, LLC 1.28% Add +2.1% 27,731 $2.6M
Stratos Wealth Partners, LTD. 0.04% Add +0.7% 27,594 $2.6M
Ullmann Wealth Partners Group, LLC 0.35% No change 25,993 $2.5M
Prism Advisors, Inc. 0.63% Reduce -11.3% 22,042 $2.1M
Tobias Financial Advisors, Inc. 0.42% Reduce -0.3% 20,833 $2.0M
Equitable Holdings, Inc. 0.02% Reduce -1.5% 20,599 $1.9M
Merit Financial Group, LLC 0.04% Reduce -0.6% 20,138 $1.9M
Integrated Wealth Concepts LLC 0.03% No change 19,436 $1.8M
Cetera Investment Advisers 0.00% Reduce -0.6% 18,095 $1.7M
Balanced Wealth Group LLC 0.76% Add +0.3% 17,752 $1.7M
Comerica Bank 0.01% Reduce -0.9% 17,126 $1.6M
Geneos Wealth Management Inc. 0.07% Add +4.4% 16,053 $1.5M
New England Private Wealth Advisors LLC 0.26% No change 15,844 $1.5M
Apollon Wealth Management, LLC 0.05% No change 15,750 $1.5M
Atria Wealth Solutions, Inc. 0.02% Add +2.0% 14,971 $1.4M
MML Investors Services, LLC 0.01% Add +33.5% 14,493 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -0.8% 14,487 $1.4M
IHT Wealth Management, LLC 0.05% Reduce -2.3% 13,520 $1.3M
Wealthspire Retirement, LLC 0.10% No change 12,915 $1.2M
Thoroughbred Financial Services, LLC 0.08% Reduce -5.6% 12,631 $1.2M
Parallel Advisors, LLC 0.03% No change 12,330 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +6.5% 11,532 $1.1M
Total Clarity Wealth Management, Inc. 0.36% Add +145.3% 11,128 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -13.3% 10,015 $943K
Investors Research Corp 0.20% Add +5.7% 9,149 $864K
Waverly Advisors, LLC 0.02% No change 8,986 $849K
Flagship Harbor Advisors, LLC 0.05% No change 8,785 $830K
Mesirow Financial Investment Management, Inc. 0.02% No change 8,600 $812K
Stifel Financial Corp. 0.00% Add +9.7% 8,286 $783K
Oppenheimer & Co. Inc. 0.01% Reduce -1.1% 8,186 $773K
Cibc World Market Inc. 0.00% Reduce -23.2% 8,162 $771K
Mather Group, Llc. 0.01% Add +62.0% 8,271 $739K
Susquehanna International Group, LLP 0.00% Reduce -60.2% 7,695 $727K
Prospera Financial Services Inc 0.02% Reduce -1.1% 7,620 $720K
Harmony Asset Management LLC 0.28% Add +0.1% 6,965 $658K
Benjamin F. Edwards & Company, Inc. 0.01% No change 6,550 $619K
Glenmede Trust Co. NA 0.00% No change 6,442 $608K
Armbruster Capital Management, Inc. 0.12% No change 6,370 $602K
Koshinski Asset Management, Inc. 0.06% Add +1.4% 6,237 $600K
Beacon Financial Advisory LLC 0.22% Add +15.9% 6,153 $581K
Covenant Asset Management, LLC 0.13% No change 6,118 $578K
RPS Advisory Solutions LLC 0.51% — 5,909 $558K
Creative Planning 0.00% Add +7.7% 5,675 $536K
Strategy Asset Managers LLC 0.11% No change 7,048 $498K
Janney Montgomery Scott LLC 0.00% Add +0.1% 5,191 $490K
Jane Street Group, LLC 0.00% Add +50.5% 5,094 $481K
Evolution Wealth Advisors, LLC 0.09% No change 5,000 $472K
FMR LLC 0.00% Add +8.0% 4,910 $464K
Nations Financial Group Inc, /Ia/ 0.04% No change 4,811 $454K
Private Trust Co. NA 0.05% New 4,589 $433K
PNC Financial Services Group, Inc. 0.00% No change 4,455 $421K
Chicago Partners Investment Group LLC 0.02% No change 4,425 $401K
Gateway Wealth Partners, LLC 0.12% New 4,217 $398K
HighTower Advisors, LLC 0.00% Add +4.2% 4,096 $387K
Arkadios Wealth Advisors 0.03% Reduce -2.9% 4,082 $386K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -51.6% 4,021 $380K
HFG Advisors, Inc. 0.34% No change 3,850 $364K
Summit Financial, LLC 0.02% Add +19.6% 3,807 $360K
Blair William & Co. 0.00% No change 3,713 $351K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -26.4% 3,623 $342K
Traction Financial Partners, LLC 0.24% No change 3,553 $336K
Horizon Family Wealth, Inc. 0.25% No change 3,522 $333K
Sigma Planning Corp 0.01% Add +1.1% 3,468 $328K
Mariner, LLC 0.00% Add +4.3% 3,421 $323K
NorthRock Partners, LLC 0.01% No change 3,380 $319K
Paragon Private Wealth Management, LLC 0.18% No change 3,335 $315K

"% 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 158 holders