Invesco Large Cap Growth ETFPWBETF

13F holders, Q3 2024 (September 30)
166holders +8
18new positions
11sold out
2famous investors
$95.06avg. 13F price*

At the end of Q3 2024, 166 institutions reported holding Invesco Large Cap Growth ETF (PWB) in their 13F filings, up 8 from Q2 2024. 18 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($79.3M), Morgan Stanley ($76.6M) and Raymond James & Associates ($38.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions18$9.7M
Exits11$12.4M

All 13F filers, Q2 2024 → Q3 2024: 372,522 shares bought and 297,030 shares sold, net +75,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 166 holders

LPL Financial LLC 0.04% Reduce -0.9% 803,241 $79.3M
Morgan Stanley 0.01% Add +7.7% 776,554 $76.6M
Raymond James & Associates 0.02% Reduce -1.6% 385,991 $38.1M
Bank of America Corp. 0.00% Reduce -1.7% 374,796 $37.0M
Cambridge Investment Research Advisors, Inc. 0.09% Add +36.6% 261,575 $25.8M
UBS Group AG 0.01% Reduce -1.5% 208,911 $20.6M
Goldman Sachs Group Inc. 0.00% Add +114.5% 194,043 $19.1M
Wharton Business Group, LLC 0.75% No change 168,364 $16.6M
Royal Bank of Canada 0.00% Reduce -1.3% 128,734 $12.7M
Wells Fargo & Company 0.00% Add +0.6% 116,692 $11.5M
Baird Financial Group, Inc. 0.02% Reduce -3.9% 106,466 $10.5M
Commonwealth Equity Services, LLC 0.02% Reduce -2.2% 104,242 $10.3M
Capital Investment Counsel, LLC 1.69% Add +1.9% 99,106 $9.8M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 98,933 $9.8M
Private Advisor Group, LLC 0.06% Reduce -4.6% 97,333 $9.6M
Kestra Advisory Services, LLC 0.05% Add +4.3% 83,360 $8.2M
Regal Investment Advisors LLC 0.56% Add +10.2% 81,431 $8.0M
Captrust Financial Advisors 0.02% Reduce -4.2% 78,966 $7.8M
Cwm, LLC 0.03% Reduce -3.1% 69,380 $6.8M
Cornerstone Wealth Management, LLC 0.44% Add +5.1% 63,987 $6.3M
Raymond James Financial Services Advisors, Inc. 0.01% Add +2.3% 55,067 $5.4M
United Capital Financial Advisors, LLC 0.04% Reduce -7.8% 54,631 $5.4M
Dynamic Advisor Solutions LLC 0.16% Reduce -2.0% 52,513 $5.2M
Meridian Wealth Management, LLC 0.25% Add +2.1% 51,208 $5.1M
Truist Financial Corp. 0.01% Reduce -1.4% 50,972 $5.0M
Mill Creek Capital Advisors, LLC 0.11% Reduce -16.6% 45,920 $4.5M
Win Advisors, Inc. 2.03% New 43,907 $4.3M
Rockefeller Capital Management L.P. 0.01% Reduce -3.7% 40,149 $4.0M
Firestone Capital Management 0.89% Reduce -0.8% 36,136 $3.6M
Spire Wealth Management 0.12% Add +2.3% 35,847 $3.5M
Ameriprise Financial Inc. 0.00% Add +1.5% 34,754 $3.4M
Institute for Wealth Management, LLC. 0.41% Reduce -0.0% 32,701 $3.2M
Stratos Wealth Partners, LTD. 0.05% Add +17.2% 32,340 $3.2M
Osaic Holdings, Inc. 0.01% Reduce -11.8% 28,052 $2.8M
Ullmann Wealth Partners Group, LLC 0.33% No change 25,993 $2.6M
Prism Advisors, Inc. 0.60% Reduce -3.1% 21,355 $2.1M
Tobias Financial Advisors, Inc. 0.41% Reduce -1.0% 20,628 $2.0M
Integrated Wealth Concepts LLC 0.02% Add +2.8% 19,982 $2.0M
Equitable Holdings, Inc. 0.02% Reduce -3.1% 19,963 $2.0M
Merit Financial Group, LLC 0.04% Reduce -7.5% 18,623 $1.8M
Cetera Investment Advisers 0.00% Reduce -0.1% 18,070 $1.8M
Comerica Bank 0.01% Add +3.6% 17,742 $1.8M
Balanced Wealth Group LLC 0.77% Reduce -0.6% 17,648 $1.7M
MML Investors Services, LLC 0.01% Add +15.1% 16,686 $1.6M
Geneos Wealth Management Inc. 0.06% Reduce -0.9% 15,910 $1.6M
New England Private Wealth Advisors LLC 0.25% No change 15,844 $1.6M
Apollon Wealth Management, LLC 0.04% Reduce -0.4% 15,689 $1.5M
Atria Wealth Solutions, Inc. 0.02% Add +0.3% 15,011 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -4.6% 13,817 $1.4M
IHT Wealth Management, LLC 0.04% No change 13,520 $1.3M
Wealthspire Retirement, LLC 0.10% No change 12,915 $1.3M
Parallel Advisors, LLC 0.03% No change 12,330 $1.2M
Thoroughbred Financial Services, LLC 0.08% Reduce -4.3% 12,081 $1.2M
Silver Oak Securities, Incorporated 0.13% Add +336.2% 12,047 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.4% 11,256 $1.1M
Total Clarity Wealth Management, Inc. 0.35% Reduce -0.3% 11,097 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -0.5% 9,964 $983K
Investors Research Corp 0.21% Add +4.7% 9,582 $946K
Waverly Advisors, LLC 0.02% No change 8,986 $887K
Flagship Harbor Advisors, LLC 0.05% Add +1.0% 8,874 $876K
Ameritas Advisory Services, LLC 0.04% New 8,710 $860K
Mesirow Financial Investment Management, Inc. 0.02% No change 8,600 $849K
Stifel Financial Corp. 0.00% Reduce -2.5% 8,076 $797K
Oppenheimer & Co. Inc. 0.01% Reduce -2.1% 8,011 $791K
Prospera Financial Services Inc 0.02% Reduce -0.8% 7,559 $746K
Strategy Asset Managers LLC 0.13% No change 7,048 $696K
Harmony Asset Management LLC 0.26% Add +1.2% 7,047 $695K
Mather Group, Llc. 0.01% Reduce -20.2% 6,597 $651K
Benjamin Edwards Inc. 0.01% New 6,550 $646K
Glenmede Trust Co. NA 0.00% No change 6,442 $636K
Armbruster Capital Management, Inc. 0.13% No change 6,370 $629K
Concurrent Investment Advisors, LLC 0.02% New 6,277 $619K
Covenant Asset Management, LLC 0.13% Reduce -0.1% 6,115 $603K
Schrum Private Wealth Management LLC 0.31% Add +100.0% 6,100 $602K
Citadel Advisors 0.00% New 6,048 $597K
Creative Planning 0.00% Add +0.3% 5,692 $562K
Jane Street Group, LLC 0.00% Add +7.6% 5,481 $541K
FinTrust Capital Advisors, LLC 0.09% New 5,250 $518K
Beacon Financial Advisory LLC 0.17% Reduce -19.1% 4,980 $491K
Nations Financial Group Inc, /Ia/ 0.03% No change 4,811 $475K
Elevation Capital Advisory, LLC 0.21% Reduce -95.2% 4,710 $465K
GeoWealth Management, LLC 0.02% New 4,710 $465K
FMR LLC 0.00% Reduce -4.2% 4,706 $464K
Private Trust Co. NA 0.05% No change 4,589 $453K
Summit Financial, LLC 0.02% Add +18.7% 4,518 $446K
Chicago Partners Investment Group LLC 0.02% No change 4,425 $443K
PNC Financial Services Group, Inc. 0.00% No change 4,455 $440K
Gateway Wealth Partners, LLC 0.11% Reduce -0.2% 4,208 $415K
HighTower Advisors, LLC 0.00% No change 4,096 $405K
Janney Montgomery Scott LLC 0.00% Reduce -25.2% 3,883 $383K
HFG Advisors, Inc. 0.34% No change 3,850 $380K
Blair William & Co. 0.00% No change 3,713 $366K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.6% 3,634 $359K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -1.4% 3,573 $351K
Traction Financial Partners, LLC 0.28% No change 3,553 $351K
Horizon Family Wealth, Inc. 0.25% No change 3,522 $348K
Advisor Resource Council 0.16% New 3,512 $347K
Sigma Planning Corp 0.01% No change 3,468 $342K
AQR Capital Management 0.00% New 3,422 $338K
Mariner, LLC 0.00% No change 3,421 $338K

"% 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 166 holders