Invesco Large Cap Growth ETFPWBETF

13F holders, Q4 2024 (December 31)
171holders +5
12new positions
11sold out
1famous investor
$101.82avg. 13F price*

At the end of Q4 2024, 171 institutions reported holding Invesco Large Cap Growth ETF (PWB) in their 13F filings, up 5 from Q3 2024. 12 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($87.7M), Morgan Stanley ($78.4M) and Bank of America Corp. ($44.5M). One famous investor held it 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$14.9M
Exits11$3.1M

All 13F filers, Q3 2024 → Q4 2024: 321,345 shares bought and 454,354 shares sold, net −133,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

LPL Financial LLC 0.04% Add +7.3% 861,653 $87.7M
Morgan Stanley 0.01% Reduce -0.8% 770,268 $78.4M
Bank of America Corp. 0.00% Add +16.8% 437,783 $44.5M
Raymond James Financial Inc. 0.02% — 431,268 $43.9M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -6.5% 244,716 $24.9M
UBS Group AG 0.00% Reduce -1.3% 206,222 $21.0M
Wharton Business Group, LLC 0.77% Reduce -0.3% 167,819 $17.1M
Royal Bank of Canada 0.00% Reduce -0.1% 128,672 $13.1M
Wells Fargo & Company 0.00% Reduce -3.1% 113,040 $11.5M
Commonwealth Equity Services, LLC 0.02% Add +1.3% 105,589 $10.7M
Baird Financial Group, Inc. 0.02% Reduce -1.4% 105,002 $10.7M
BNP Paribas Financial Markets 0.01% New 101,200 $10.3M
Goldman Sachs Group Inc. 0.00% Reduce -48.1% 100,678 $10.2M
Envestnet Asset Management Inc. 0.00% Add +1.1% 100,043 $10.2M
Capital Investment Counsel, LLC 1.64% Reduce -2.3% 96,849 $9.9M
Private Advisor Group, LLC 0.05% Reduce -2.1% 95,243 $9.7M
Kestra Advisory Services, LLC 0.05% Add +4.7% 87,304 $8.9M
Regal Investment Advisors LLC 0.65% Add +5.0% 85,511 $8.7M
Captrust Financial Advisors 0.02% Add +0.2% 79,094 $8.0M
Cornerstone Wealth Management, LLC 0.49% Add +11.9% 71,611 $7.3M
Cwm, LLC 0.03% Reduce -3.4% 66,999 $6.8M
Meridian Wealth Management, LLC 0.25% Add +0.6% 51,502 $5.2M
Dynamic Advisor Solutions LLC 0.23% Reduce -2.3% 51,316 $5.2M
United Capital Financial Advisors, LLC 0.04% Reduce -7.1% 50,775 $5.2M
Truist Financial Corp. 0.01% Reduce -4.5% 48,654 $4.9M
Mill Creek Capital Advisors, LLC 0.11% No change 45,920 $4.7M
Forge Financial Services LLC 3.71% — 40,120 $4.4M
JPL Wealth Management, LLC 1.14% — 39,195 $4.0M
Rockefeller Capital Management L.P. 0.01% Reduce -6.4% 37,564 $3.8M
Firestone Capital Management 0.91% Add +0.0% 36,137 $3.7M
Spire Wealth Management 0.11% Reduce -1.7% 35,239 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 32,657 $3.3M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.7% 32,101 $3.3M
Institute for Wealth Management, LLC. 0.41% Reduce -2.5% 31,882 $3.2M
Osaic Holdings, Inc. 0.01% Add +1.3% 28,423 $2.9M
Ullmann Wealth Partners Group, LLC 0.34% Reduce -1.5% 25,592 $2.6M
MML Investors Services, LLC 0.01% Add +34.4% 22,418 $2.3M
Independent Advisor Alliance 0.03% New 22,410 $2.3M
Integrated Wealth Concepts LLC 0.03% Add +6.7% 21,316 $2.2M
Cetera Investment Advisers 0.00% Add +17.0% 21,134 $2.2M
Prism Advisors, Inc. 0.63% Reduce -2.5% 20,811 $2.1M
Tobias Financial Advisors, Inc. 0.42% Reduce 0.0% 20,627 $2.1M
Merit Financial Group, LLC 0.04% Add +8.2% 20,140 $2.0M
Equitable Holdings, Inc. 0.02% Reduce -1.1% 19,738 $2.0M
Balanced Wealth Group LLC 0.85% Reduce -0.2% 17,613 $1.9M
Comerica Bank 0.01% Reduce -4.8% 16,892 $1.7M
New England Private Wealth Advisors LLC 0.26% No change 15,844 $1.6M
Apollon Wealth Management, LLC 0.04% Reduce -1.0% 15,530 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -0.7% 14,908 $1.5M
GeoWealth Management, LLC 0.05% Add +206.9% 14,454 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +0.6% 13,906 $1.4M
IHT Wealth Management, LLC 0.04% Reduce -2.5% 13,176 $1.3M
Geneos Wealth Management Inc. 0.05% Reduce -19.0% 12,892 $1.3M
Wealthspire Retirement, LLC 0.10% Reduce -1.6% 12,715 $1.3M
Parallel Advisors, LLC 0.03% No change 12,330 $1.3M
Thoroughbred Financial Services, LLC 0.08% No change 12,081 $1.2M
Focus Financial Network, Inc. 0.04% Add +8.1% 10,772 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -7.3% 10,430 $1.1M
Silver Oak Securities, Incorporated 0.10% Reduce -17.2% 9,979 $1.0M
Investors Research Corp 0.22% Add +4.7% 10,033 $1.0M
Jones Financial Companies LLLP 0.00% Add +1474.0% 9,948 $1.0M
Flagship Harbor Advisors, LLC 0.05% Reduce -1.9% 8,705 $886K
Mesirow Financial Investment Management, Inc. 0.02% No change 8,600 $875K
Waverly Advisors, LLC 0.01% Reduce -10.4% 8,050 $819K
Stifel Financial Corp. 0.00% Reduce -1.4% 7,959 $810K
Oppenheimer & Co. Inc. 0.01% Reduce -5.9% 7,541 $767K
Prospera Financial Services Inc 0.02% Reduce -1.9% 7,416 $755K
Blue Capital, Inc. 0.52% — 7,224 $735K
Strategy Asset Managers LLC 0.14% No change 7,048 $717K
Harmony Asset Management LLC 0.28% Reduce -0.8% 6,987 $711K
Mather Group, Llc. 0.01% Add +4.0% 6,862 $698K
Benjamin Edwards Inc. 0.01% No change 6,550 $666K
Glenmede Trust Co. NA 0.00% No change 6,442 $655K
Armbruster Capital Management, Inc. 0.13% No change 6,370 $648K
Concurrent Investment Advisors, LLC 0.02% Reduce -0.1% 6,270 $638K
Covenant Asset Management, LLC 0.14% Reduce -0.9% 6,062 $617K
Claris Financial LLC 0.38% — 5,670 $577K
Total Clarity Wealth Management, Inc. 0.18% Reduce -50.9% 5,452 $555K
Creative Planning 0.00% Reduce -6.5% 5,322 $541K
Janney Montgomery Scott LLC 0.00% Add +30.1% 5,050 $514K
FMR LLC 0.00% Add +6.7% 5,020 $511K
Evolution Wealth Advisors, LLC 0.09% New 5,000 $509K
Beacon Financial Advisory LLC 0.16% No change 4,980 $507K
Win Advisors, Inc. 0.24% Reduce -89.0% 4,831 $491K
Summit Financial, LLC 0.02% Add +3.4% 4,672 $475K
Private Trust Co. NA 0.05% No change 4,589 $467K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -6.9% 4,481 $456K
Chicago Partners Investment Group LLC 0.02% No change 4,425 $454K
PNC Financial Services Group, Inc. 0.00% No change 4,455 $453K
Gateway Wealth Partners, LLC 0.11% Add +0.6% 4,233 $431K
HighTower Advisors, LLC 0.00% Add +0.1% 4,098 $417K
Darwin Wealth Management, LLC 0.14% New 4,000 $407K
HFG Advisors, Inc. 0.34% No change 3,850 $392K
Blair William & Co. 0.00% No change 3,713 $378K
Bawa N Mallick Trust 0.16% — 3,609 $367K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.7% 3,607 $367K
Traction Financial Partners, LLC 0.28% No change 3,553 $361K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -0.6% 3,553 $361K
AQR Capital Management 0.00% No change 3,422 $348K
Mariner, LLC 0.00% No change 3,421 $348K

"% 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 171 holders