Who Owns Invesco Large Cap Growth ETF (PWB)?Hedge Fund & Institutional Holders

$129.47-0.63 (-0.48%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7400010400047002e+216T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$86.24$99.13$112.01$124.90$137.79Sep 24Jun 25Mar 26

PWB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+113K+$14.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+114K+$14.0M
TRUIST FINANCIAL CORPNew Position+92K+$11.8M
Capital Investment Counsel, LLCNew Position+92K+$11.7M
Cornerstone Wealth Management, LLCNew Position+90K+$11.4M
CWM, LLCNew Position+64K+$8.1M
JONES FINANCIAL COMPANIES LLLPNew Position+66K+$8.0M
Meridian Wealth Management, LLCNew Position+47K+$5.9M
Chicago Partners Investment Group LLCNew Position+36K+$4.8M
Firestone Capital ManagementNew Position+34K+$4.3M
Spire Wealth ManagementNew Position+32K+$4.1M
OneAscent Financial Services LLCNew Position+37K+$4.0M
Institute for Wealth Management, LLC.New Position+30K+$3.8M
Ullmann Wealth Partners Group, LLCNew Position+22K+$2.9M
Merit Financial Group, LLCNew Position+21K+$2.7M

PWB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-7K-$104.0B
BANK OF AMERICA CORP /DE/Decreased-5K-$55.4B
UBS Group AGDecreased-5K-$24.4B
Wharton Business Group, LLCDecreased-2K-$20.9B
ROYAL BANK OF CANADADecreased-2K-$16.2B
Baird Financial Group, Inc.Decreased-5K-$11.7B
Private Advisor Group, LLCDecreased-1K-$11.5B
CAPTRUST FINANCIAL ADVISORSDecreased-412-$8.9B
OSAIC HOLDINGS, INC.Decreased-8K-$8.0B
Mariner, LLCDecreased-1K-$6.2B
Dynamic Advisor Solutions LLCDecreased-2K-$6.2B
JPL Wealth Management, LLCDecreased-3K-$4.9B
UNITED CAPITAL FINANCIAL ADVISORS, LLCDecreased-4K-$4.4B
Stratos Wealth Partners, LTD.Decreased-78-$4.0B
Prism Advisors, Inc.Decreased-10K-$3.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC1,371,487$174.0M0.05%Share
2MORGAN STANLEY822,035$104.0M0.01%Share
3BANK OF AMERICA CORP /DE/374,173$47.0M0.00%Share
4RAYMOND JAMES FINANCIAL INC297,554$37.0M0.01%Share
5Cambridge Investment Research Advisors, Inc.263,437$33.0M0.09%Share
6ACT WEALTH MANAGEMENT, LLC208,072$26.4M8.65%Share
7AMERIPRISE FINANCIAL INC209,575$26.0M0.01%Share
8UBS Group AG190,342$24.2M0.00%Share
9RAYMOND JAMES FINANCIAL INC181,366$23.0M0.01%Share
10Garden State Investment Advisory Services LLC165,654$21.1M4.64%Share
11Wharton Business Group, LLC163,944$20.8M0.79%Share
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO341,154$17.4M0.01%Share
13ROYAL BANK OF CANADA125,593$15.0M0.00%Share
14COMMONWEALTH EQUITY SERVICES, LLC113,913$14.0M0.02%Share
15ENVESTNET ASSET MANAGEMENT INC113,372$14.0M0.00%Share
16GOLDMAN SACHS GROUP INC106,532$13.0M0.00%Share
17Kestra Advisory Services, LLC107,705$13.0M0.05%Share
18WELLS FARGO & COMPANY/MN104,983$13.0M0.00%Share
19TRUIST FINANCIAL CORP92,445$11.8M0.02%Share
20Capital Investment Counsel, LLC92,270$11.7M1.63%Share
21Cornerstone Wealth Management, LLC89,762$11.4M0.59%Share
22Regal Investment Advisors LLC87,673$11.1M0.67%Share
23Baird Financial Group, Inc.88,136$11.0M0.02%Share
24Private Advisor Group, LLC90,337$11.0M0.05%Share
25CWM, LLC63,586$8.1M0.02%Share
26JONES FINANCIAL COMPANIES LLLP66,431$8.0M0.00%Share
27CAPTRUST FINANCIAL ADVISORS70,564$8.0M0.02%Share
28BANK OF AMERICA CORP /DE/62,858$7.0M0.00%Share
29OSAIC HOLDINGS, INC.57,660$7.0M0.01%Share
30Dynamic Advisor Solutions LLC47,850$6.1M0.20%Share
31Cetera Investment Advisers54,023$6.0M0.01%Share
32Rockefeller Capital Management L.P.48,050$6.0M0.01%Share
33Meridian Wealth Management, LLC46,809$5.9M0.21%Share
34Mill Creek Capital Advisors, LLC45,920$5.8M0.12%Share
35Forge Financial Services LLC39,519$5.0M2.15%Share
36MML INVESTORS SERVICES, LLC47,119$5.0M0.01%Share
37Mariner, LLC45,655$5.0M0.01%Share
38Chicago Partners Investment Group LLC35,813$4.8M0.12%Share
39JPL Wealth Management, LLC36,032$4.6M1.12%Share
40Firestone Capital Management33,939$4.3M0.91%Share
41Spire Wealth Management32,368$4.1M0.14%Share
42Stratos Wealth Partners, LTD.31,613$4.0M0.05%Share
43OneAscent Financial Services LLC36,889$4.0M0.37%Share
44UNITED CAPITAL FINANCIAL ADVISORS, LLC31,532$4.0M0.02%Share
45Institute for Wealth Management, LLC.30,153$3.8M0.41%Share
46FMR LLC23,638$3.0M0.00%Share
47Equitable Holdings, Inc.29,098$3.0M0.02%Share
48TWO SIGMA INVESTMENTS, LP25,100$3.0M0.00%Share
49Ullmann Wealth Partners Group, LLC22,022$2.9M0.30%Share
50Blue Capital, Inc.20,704$2.6M1.88%Share

PWB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025202$919.2M+86
Q3 2025116$696.6B-48
Q2 2025164$574.0B+3
Q1 2025161$500.4B+15
Q4 2024146$35.7T+25
Q3 2024121$326.5T+6
Q2 2024115$297.6T+6
Q1 2024109$246.1T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold PWB (Invesco Large Cap Growth ETF). The largest holder is LPL Financial LLC with $174.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PWB?

As of Q4 2025, 50 institutional investors report holding PWB (Invesco Large Cap Growth ETF) in their 13F filings.

Who is the largest institutional holder of PWB?

The largest institutional holder of PWB is LPL Financial LLC with $174.0M in shares.

Is institutional ownership of PWB increasing or decreasing?

This quarter, 15 institutions opened new positions in PWB and 0 closed their positions.