Invesco Large Cap Growth ETF

PWB • ARCA

Invesco Large Cap Growth ETF is an exchange-traded fund on ARCA. As of Q3 2025, 192 institutional investors hold shares in this ETF, with total holdings valued at $882.1M. LPL Financial LLC is the largest holder with a position valued at $155.6M.

Overview

Overview of institutional ownership in PWB as of Q3 2025

All Institutions

Institutions: 192
Value Held: $882.1M
Shares Held: 7.0M
Avg Position: $4.6M
Median Position: $641.1K

Hedge Funds

Hedge Funds: 2
Value Held: $3.2M
Shares Held: 25.3K
Avg Position: $1.6M
Median Position: $1.6M

Biggest Investors

Institutions with the largest positions in PWB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$155.6M 0.05% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$104.1M 0.01% of portfolio	829.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$55.4M 0.00% of portfolio	441.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$50.2M 0.02% of portfolio	400.4K shares	Q4 2024 Held for 11 months	$310.43B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$35.9M 0.11% of portfolio	285.9K shares	≤ Q2 2013 Held for 12y 5m+	$33.5B
UBS Group AG Institution	Sergio P. Ermotti CEO	$24.5M 0.00% of portfolio	195.1K shares	Q4 2014 Held for 10y 11m	$511.54B
ACT WEALTH MANAGEMENT, LLC RIA/Wealth	Kally Jo Alkire President	$24.4M 8.57% of portfolio	194.6K shares	Q3 2025 Held for 2 months	$284.9M
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$22.2M 0.01% of portfolio	176.9K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
Wharton Business Group, LLC RIA/Wealth	Billy Joe Webster CCO	$20.9M 0.91% of portfolio	166.4K shares	≤ Q2 2013 Held for 12y 5m+	$2.3B
Garden State Investment Advisory Services LLC RIA/Wealth	Louis Lucky Perrotto CEO	$19.6M 5.04% of portfolio	156.0K shares	Q1 2025 Held for 8 months	$387.8M

Net Capital Flow

Institutional buying and selling activity for PWB in Q3 2025

Traded: +$48.6M
Buyers: 61
Sellers: 77
Total Bought: +$84.6M
Total Sold: −$36.0M
Avg Position: $4.3M

Biggest Buyers

Institution	Net Bought	Current Position
ACT WEALTH MANAGEMENT, LLC RIA/Wealth	+$24.4M +194.6K shares	$24.4M 194.6K shares
L LPL Financial LLC Institution	+$22.0M +175.6K shares	$155.6M 1.2M shares
AMERIPRISE FINANCIAL INC Institution	+$11.1M +88.6K shares	$22.2M 176.9K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$4.5M +35.6K shares	$35.9M 285.9K shares
O OneAscent Financial Services LLC RIA/Wealth	+$4.0M +32.1K shares	$4.0M 32.1K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$1.6M +12.8K shares	$13.6M 108.1K shares
Fiscal Wisdom Wealth Management, LLC RIA/Wealth	+$1.4M +11.0K shares	$1.4M 11.0K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$1.3M +10.0K shares	$1.3M 10.0K shares
Empirical Asset Management, LLC RIA/Wealth	+$1.2M +9.7K shares	$1.2M 9.7K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$1.1M +8.6K shares	$2.3M 18.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Ethos Financial Group, LLC RIA/Wealth	−$7.6M −64.8K shares	Sold Off 0 shares
Ameritas Advisory Services, LLC RIA/Wealth	−$5.9M −50.1K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$3.2M −25.6K shares	$55.4M 441.9K shares
W WIN ADVISORS, INC RIA/Wealth	−$2.2M −17.7K shares	$13.0M 103.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.2M −17.2K shares	$342.8K 2.7K shares
A Advisor Group Holdings, Inc. Institution	−$1.7M −14.4K shares	$8.0M 66.8K shares
GOLDMAN SACHS GROUP INC Institution	−$1.6M −12.5K shares	$11.3M 90.0K shares
MORGAN STANLEY RIA/Wealth	−$1.2M −9.2K shares	$104.1M 829.7K shares
F Fisher Asset Management, LLC Institution	−$1.0M −8.9K shares	Sold Off 0 shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$827.8K −6.6K shares	$2.8M 22.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PWB in Q3 2025

New Positions: 15
New Value: $34.2M
Exited Positions: 13
Exited Value: $16.4M

New Positions

Institution	Position Value
ACT WEALTH MANAGEMENT, LLC RIA/Wealth	$24.4M 194.6K shares
O OneAscent Financial Services LLC RIA/Wealth	$4.0M 32.1K shares
Fiscal Wisdom Wealth Management, LLC RIA/Wealth	$1.4M 11.0K shares
Empirical Asset Management, LLC RIA/Wealth	$1.2M 9.7K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$899.6K 7.2K shares
R Rede Wealth, LLC RIA/Wealth	$414.0K 3.3K shares
Lido Advisors, LLC RIA/Wealth	$329.6K 2.6K shares
S Secure Asset Management, LLC RIA/Wealth	$319.8K 2.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	$273.1K 2.2K shares
A AVAII WEALTH MANAGEMENT, LLC RIA/Wealth	$212.1K 1.7K shares

Exited Positions

Institution	Previous Position
Ethos Financial Group, LLC RIA/Wealth	$7.6M 64.8K shares
Ameritas Advisory Services, LLC RIA/Wealth	$5.9M 50.1K shares
F Fisher Asset Management, LLC Institution	$1.0M 8.9K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$706.5K 6.0K shares
Advisor Resource Council RIA/Wealth	$412.4K 3.5K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$232.4K 2.0K shares
BBR PARTNERS, LLC Family Office	$208.5K 1.8K shares
Bristlecone Advisors, LLC RIA/Wealth	$128.1K 1.1K shares
Ridgewood Investments LLC RIA/Wealth	$83.6K 712.0 shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$41.1K 350.0 shares

Options Activity

Institutions with the largest Call and Put options positions in PWB as of Q3 2025

Call Positions: 1
Call Value: $739.1K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$739.1K 58.9 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PWB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ACT WEALTH MANAGEMENT, LLC RIA/Wealth	Kally Jo Alkire President	8.57% $24.4M	194.6K shares	Q3 2025 Held for 2 months	$284.9M
W WIN ADVISORS, INC RIA/Wealth	Denis Stephen Walsh President	6.31% $13.0M	103.3K shares	Q4 2023 Held for 1y 11m	$205.5M
Garden State Investment Advisory Services LLC RIA/Wealth	Louis Lucky Perrotto CEO	5.04% $19.6M	156.0K shares	Q1 2025 Held for 8 months	$387.8M
Forge Financial Services LLC RIA/Wealth	Charlotte Nanette Shaw CEO	2.33% $5.0M	39.4K shares	Q4 2024 Held for 11 months	$213.4M
Capital Investment Counsel, LLC RIA/Wealth	Stephen John Dreiling Managing Partner	1.71% $11.5M	91.5K shares	Q4 2023 Held for 1y 11m	$670.2M
Fiscal Wisdom Wealth Management, LLC RIA/Wealth	Michael Edward Chadwick CEO	1.31% $1.4M	11.0K shares	Q3 2025 Held for 2 months	$105.6M
JPL Wealth Management, LLC RIA/Wealth	Joel Johnson CCO	1.16% $4.9M	38.7K shares	Q4 2024 Held for 11 months	$419.4M
B Blue Capital, Inc. RIA/Wealth	Michael John Herek Managing Partner	1.11% $1.5M	11.9K shares	Q2 2025 Held for 5 months	$134.6M
Firestone Capital Management RIA/Wealth	Carol Gordon Kaufman President	0.97% $4.5M	35.9K shares	Q2 2023 Held for 2y 5m	$462.7M
Wharton Business Group, LLC RIA/Wealth	Billy Joe Webster CCO	0.91% $20.9M	166.4K shares	≤ Q2 2013 Held for 12y 5m+	$2.3B

Hedge Fund Spotlight

Discover hedge funds investing in PWB

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Invesco Large Cap Growth ETF

Market Value: $331.2K
Shares Held: 2.6K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%