Invesco Large Cap Growth ETFPWBETF

13F holders, Q1 2025 (March 31)
165holders −6
7new positions
10sold out
1famous investor
$96.12avg. 13F price*

At the end of Q1 2025, 165 institutions reported holding Invesco Large Cap Growth ETF (PWB) in their 13F filings, down 6 from Q4 2024. 7 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($84.9M), Morgan Stanley ($74.2M) and Bank of America Corp. ($45.2M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$11.0M
Exits10$8.9M

All 13F filers, Q4 2024 → Q1 2025: 427,716 shares bought and 298,595 shares sold, net +129,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

LPL Financial LLC 0.03% Add +2.6% 884,469 $84.9M
Morgan Stanley 0.01% Add +0.4% 773,036 $74.2M
Bank of America Corp. 0.00% Add +7.4% 470,147 $45.2M
Raymond James Financial Inc. 0.01% Reduce -11.9% 379,876 $36.5M
Cambridge Investment Research Advisors, Inc. 0.08% Add +6.7% 261,164 $25.1M
UBS Group AG 0.00% Reduce -1.6% 202,943 $19.5M
Wharton Business Group, LLC 0.73% No change 167,819 $16.2M
Royal Bank of Canada 0.00% Add +4.7% 134,662 $12.9M
Goldman Sachs Group Inc. 0.00% Add +25.9% 126,772 $12.2M
Wells Fargo & Company 0.00% Reduce -0.9% 112,030 $10.8M
Envestnet Asset Management Inc. 0.00% Add +5.9% 105,920 $10.2M
Baird Financial Group, Inc. 0.02% Reduce -2.8% 102,059 $9.8M
Commonwealth Equity Services, LLC 0.01% Reduce -4.7% 100,621 $9.7M
Garden State Investment Advisory Services LLC 2.94% New 95,564 $9.2M
Capital Investment Counsel, LLC 1.51% Reduce -2.0% 94,898 $9.1M
Private Advisor Group, LLC 0.05% Reduce -2.0% 93,311 $9.0M
Kestra Advisory Services, LLC 0.04% Add +3.3% 90,163 $8.7M
Regal Investment Advisors LLC 0.68% Add +2.4% 87,519 $8.4M
Captrust Financial Advisors 0.02% Reduce -2.2% 77,329 $7.4M
Cornerstone Wealth Management, LLC 0.49% Add +5.0% 75,209 $7.2M
Cwm, LLC 0.03% Reduce -1.0% 66,323 $6.4M
Ameriprise Financial Inc. 0.00% Add +83.7% 59,977 $5.8M
Meridian Wealth Management, LLC 0.24% Reduce -0.8% 51,063 $4.9M
Dynamic Advisor Solutions LLC 0.16% Reduce -1.0% 50,809 $4.9M
Truist Financial Corp. 0.01% Add +0.0% 48,667 $4.7M
United Capital Financial Advisors, LLC 0.04% Reduce -5.0% 48,247 $4.6M
Win Advisors, Inc. 2.34% Add +880.4% 47,364 $4.5M
Mill Creek Capital Advisors, LLC 0.11% No change 45,920 $4.4M
Osaic Holdings, Inc. 0.01% Add +56.2% 44,401 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +7.2% 40,281 $3.9M
Forge Financial Services LLC 3.37% Reduce -0.9% 39,759 $3.8M
JPL Wealth Management, LLC 1.08% Add +0.9% 39,532 $3.8M
Chicago Partners Investment Group LLC 0.12% Add +720.9% 36,325 $3.8M
Jones Financial Companies LLLP 0.00% Add +264.1% 36,220 $3.5M
Spire Wealth Management 0.11% Reduce -2.5% 34,374 $3.3M
Institute for Wealth Management, LLC. 0.39% Reduce -0.0% 31,875 $3.1M
Stratos Wealth Partners, LTD. 0.05% Reduce -1.2% 31,708 $3.0M
Cetera Investment Advisers 0.00% Add +22.6% 25,908 $2.5M
Equitable Holdings, Inc. 0.02% Add +12.1% 22,124 $2.1M
Ullmann Wealth Partners Group, LLC 0.28% Reduce -13.9% 22,022 $2.1M
Prism Advisors, Inc. 0.61% No change 20,811 $2.0M
Tobias Financial Advisors, Inc. 0.38% Reduce -0.0% 20,624 $2.0M
Merit Financial Group, LLC 0.03% Add +0.4% 20,217 $1.9M
FMR LLC 0.00% Add +295.4% 19,851 $1.9M
Balanced Wealth Group LLC 0.82% No change 17,613 $1.7M
Comerica Bank 0.01% No change 16,892 $1.6M
New England Private Wealth Advisors LLC 0.24% No change 15,844 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +9.9% 15,286 $1.5M
Atria Wealth Solutions, Inc. 0.02% Add +0.3% 14,958 $1.4M
Apollon Wealth Management, LLC 0.03% Reduce -6.2% 14,568 $1.4M
MML Investors Services, LLC 0.00% Reduce -35.3% 14,508 $1.4M
IHT Wealth Management, LLC 0.04% Reduce -0.6% 13,102 $1.3M
Wealthspire Retirement, LLC 0.10% Reduce -1.6% 12,515 $1.2M
Parallel Advisors, LLC 0.03% No change 12,330 $1.2M
Thoroughbred Financial Services, LLC 0.07% No change 12,081 $1.2M
Investors Research Corp 0.23% Add +7.9% 10,828 $1.0M
Susquehanna International Group, LLP 0.00% New 10,708 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.0% 10,325 $992K
Focus Financial Network, Inc. 0.04% Reduce -4.3% 10,303 $990K
BNP Paribas Financial Markets 0.00% Reduce -90.1% 10,000 $960K
Keybank National Association 0.00% Add +238.9% 9,930 $954K
Silver Oak Securities, Incorporated 0.09% Reduce -1.3% 9,848 $944K
Flagship Harbor Advisors, LLC 0.04% Add +0.2% 8,722 $838K
Waverly Advisors, LLC 0.01% Add +8.1% 8,705 $836K
Mesirow Financial Investment Management, Inc. 0.02% No change 8,600 $826K
Prospera Financial Services Inc 0.02% Add +3.4% 7,670 $737K
Oppenheimer & Co. Inc. 0.01% Add +0.1% 7,548 $725K
Creative Planning 0.00% Add +36.4% 7,260 $697K
Strategy Asset Managers LLC 0.14% No change 7,048 $677K
Harmony Asset Management LLC 0.28% Reduce -0.1% 6,979 $670K
Stifel Financial Corp. 0.00% Reduce -14.0% 6,842 $657K
Mather Group, Llc. 0.01% Reduce -1.6% 6,752 $648K
Benjamin Edwards Inc. 0.01% No change 6,550 $629K
Glenmede Trust Co. NA 0.00% No change 6,442 $619K
Armbruster Capital Management, Inc. 0.12% No change 6,370 $612K
Integrated Wealth Concepts LLC 0.01% Reduce -70.2% 6,355 $610K
Northwestern Mutual Wealth Management Co. 0.00% Add +76.1% 6,352 $610K
Concurrent Investment Advisors, LLC 0.01% No change 6,270 $602K
Covenant Asset Management, LLC 0.15% Reduce -0.4% 6,037 $580K
Claris Financial LLC 0.38% No change 5,670 $577K
Total Clarity Wealth Management, Inc. 0.18% No change 5,452 $555K
Tower Research Capital LLC (TRC) 0.01% Add +57122.2% 5,150 $495K
Evolution Wealth Advisors, LLC 0.08% No change 5,000 $480K
Beacon Financial Advisory LLC 0.14% No change 4,980 $478K
Private Trust Co. NA 0.05% Add +8.1% 4,962 $477K
Summit Financial, LLC 0.01% Reduce -4.0% 4,486 $431K
PNC Financial Services Group, Inc. 0.00% No change 4,455 $428K
Darwin Wealth Management, LLC 0.14% No change 4,000 $407K
Gateway Wealth Partners, LLC 0.09% Reduce -2.0% 4,150 $399K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -10.0% 4,031 $387K
HighTower Advisors, LLC 0.00% Reduce -3.6% 3,952 $380K
HFG Advisors, Inc. 0.32% No change 3,850 $370K
Wealthcare Advisory Partners LLC 0.01% New 3,833 $368K
Janney Montgomery Scott LLC 0.00% Reduce -26.1% 3,730 $358K
Blair William & Co. 0.00% No change 3,713 $357K
Mercer Global Advisors Inc. 0.00% Add +21.3% 3,650 $351K
Bawa N Mallick Trust 0.16% No change 3,609 $347K
Traction Financial Partners, LLC 0.27% No change 3,553 $341K
AQR Capital Management 0.00% No change 3,422 $329K
Mariner, LLC 0.00% No change 3,421 $329K

"% 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 165 holders