We are live on ! Find out more
PWV icon

Invesco Large Cap Value ETF

112 hedge funds and large institutions have $341M invested in Invesco Large Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

2% more funds holding

Funds holding: 110112 (+2)

0.78% more ownership

Funds ownership: 52.5%53.28% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $350M → $341M (-$8.69M)

48% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 40

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
26
TD Ameritrade Investment Management
Nebraska
$1.31M -$4.13K -120 -0.3%
JFA
27
JNBA Financial Advisors
Minnesota
$1.31M -$10.4K -302 -0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.3M -$36.1K -1,048 -3%
EWMCB
29
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.29M
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.26M -$113K -3,288 -8%
PA
31
Parallel Advisors
California
$1.21M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$818K +23,778 +214%
AssetMark Inc
33
AssetMark Inc
California
$1.14M +$1.14M +33,258 +15,186%
RJA
34
Raymond James & Associates
Florida
$1.11M -$15.9K -463 -1%
CPC
35
Consolidated Planning Corp
Georgia
$1.08M -$173K -5,017 -14%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$966K +$97.3K +2,827 +11%
Ameriprise
37
Ameriprise
Minnesota
$900K -$317K -9,211 -26%
APA
38
American Portfolios Advisors
New York
$838K +$3.75K +109 +0.4%
CS
39
Credit Suisse
Switzerland
$763K
Stifel Financial
40
Stifel Financial
Missouri
$716K +$44.2K +1,283 +6%
Truist Financial
41
Truist Financial
North Carolina
$715K +$723K +21,010 New
PAG
42
Private Advisor Group
New Jersey
$680K -$31.5K -916 -4%
N
43
Natixis
France
$652K +$6.61K +192 +1%
KAS
44
Kestra Advisory Services
Texas
$647K +$655K +19,025 New
EWM
45
Evercore Wealth Management
New York
$605K
HighTower Advisors
46
HighTower Advisors
Illinois
$582K -$590K -17,138 -50%
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$573K -$17.2K -500 -3%
WWM
48
Western Wealth Management
Colorado
$544K -$30.6K -889 -5%
OC
49
Oppenheimer & Co
New York
$527K
TRCT
50
Tower Research Capital (TRC)
New York
$505K -$429K -12,463 -46%

PWV Hedge Fund Activity: Q3 2020 in Review

112 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2020, worth a combined $341M — down 2.5% from $350M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PWV positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 40 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.14M. The largest seller was PNC Financial Services Group, cutting an estimated $3.54M.

  • 112 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2020, up from 110 in Q2 2020.
  • Funds reported $341M of Invesco Large Cap Value ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 10 funds opened new Invesco Large Cap Value ETF positions in Q3 2020 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q3 2020 was Citadel Advisors, an estimated $2.14M added.
  • The largest Invesco Large Cap Value ETF seller in Q3 2020 was PNC Financial Services Group, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2020.