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Security record · archived quarter

PWB

Invesco Large Cap Growth ETF · Financial Services · Asset Management

156.13 +0.5% mkt cap $2.42B quote delayed (FMP) · as of Aug 26 14:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
-1Δ holders
970.02KShares held
$121.66MReported value
+0New positions
−1Exits
Strongly Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -12.5% · share flow -1.8% · net new positions -14.3%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 45 +2 6.33M $1.07B +3 −1
Q1 2026 44 +1 5.42M $681.86M +2 −1
Q4 2025 42 -1 4.85M $616.42M −1
Q3 2025 7 -1 970.02K $121.66M −1
Q2 2025 5 +2 63.27K $7.43M +2
Q1 2025 1 0 3.42K $328,649
Q4 2024 1 -1 3.42K $348,147 −1
Q3 2024 2 +2 9.47K $934,522 +2
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 829.70K $104.06M 0.0% n/c 1 SEC ↗
2 Morgan Stanley 829.70K $104.06M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 829.70K $104.06M 0.0% n/c 1 SEC ↗
4 Goldman Sachs Group 90.01K $11.29M 0.0% n/c 1 SEC ↗
5 Two Sigma Investments 22.70K -22.5% $2.85M 0.0% ▼ Trim 2 SEC ↗
6 Fidelity (FMR) 19.64K -2.9% $2.46M 0.0% ▼ Trim 2 SEC ↗
7 JPMorgan Chase 4.64K $582,200 0.0% n/c 1 SEC ↗
8 JPMorgan Chase 4.64K $582,200 0.0% n/c 1 SEC ↗
9 JPMorgan Chase 4.64K $582,200 0.0% n/c 1 SEC ↗
10 JPMorgan Chase 4.64K $582,200 0.0% n/c 1 SEC ↗
11 JPMorgan Chase 4.64K $582,200 0.0% n/c 1 SEC ↗
12 JPMorgan Chase 4.64K $582,200 0.0% n/c 1 SEC ↗
13 AQR Capital Management 2.64K -37.1% $331,192 0.0% ▼ Trim 5 SEC ↗
14 BlackRock (passive) 686 0.0% $86,038 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Fisher Asset Management $1.04M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 220 holders, 8.63M shares, $1.05B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API