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PWB · Invesco Large Cap Growth ETF ETF

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$156.09 +2.02 (+1.31%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $2,268,313
Total Shares: 13,465

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Sep 2023 → Jun 2026 · range 13.8% – 100.0%
+81.3 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 44.3% – 100.0%
+55.6 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 55.9% – 100.0%
+44.1 pts
HHI
10,000
Sep 2023 → Jun 2026 · range 564 – 10,000
Highly concentrated+9,398

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
223
Unchanged
0
Holder count: -223
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TOBIAS FINANCIAL ADVISORS, INC. −2 13,465

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 1,621,323 $204,173,205
MORGAN STANLEY 826,967 $104,139,953
RAYMOND JAMES FINANCIAL INC 661,451 $83,296,524
BANK OF AMERICA CORP /DE/ 442,993 $55,786,108
Cambridge Investment Research Advisors, Inc. 289,045 $36,399,436
Filter: New 0 Increased 0 Reduced 1 Sold out 223 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
TOBIAS FINANCIAL ADVISORS, INC. PWB $2,268,313 100.00% 13,465