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Invesco Large Cap Value ETF
PWV

144 hedge funds and large institutions have $510M invested in Invesco Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

23% more capital invested

Capital invested by funds: $415M → $510M (+$94.5M)

10% more funds holding

Funds holding: 131 → 144 (+13)

2.11% more ownership

Funds ownership: 59.08% → 61.19% (+2.1%)

Holders
144
Holders Change
+13
Holders Change %
+9.92%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
43
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.2M
3
Morgan Stanley
Morgan Stanley
New York
+$3.93M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.57M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
FCM
Firestone Capital Management
Florida
-$1.65M
2
Bank of America
Bank of America
North Carolina
-$1.43M
3
WWM
Western Wealth Management
Colorado
-$995K
4
CAN
Cetera Advisor Networks
California
-$891K
5
Citadel Advisors
Citadel Advisors
Florida
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$2.7M +$808K +17,399 +44%
HFW
27
Horizon Family Wealth
Illinois
$2.29M +$15.5K +334 +0.7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.21M -$319K -6,869 -13%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.05M +$31.4K +676 +2%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$2.05M – – –
Truist Financial
31
Truist Financial
North Carolina
$1.81M +$595K +12,812 +50%
RJA
32
Raymond James & Associates
Florida
$1.79M +$69.8K +1,504 +4%
EWMCB
33
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.78M – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.74M +$58K +1,249 +3%
JFA
35
JNBA Financial Advisors
Minnesota
$1.67M +$9.47K +204 +0.6%
PA
36
Parallel Advisors
California
$1.66M – – –
CAN
37
Cetera Advisor Networks
California
$1.66M -$891K -19,182 -35%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.6M +$1.32M +28,527 +526%
Stifel Financial
39
Stifel Financial
Missouri
$1.58M +$13.9K +299 +0.9%
PPWM
40
Paragon Private Wealth Management
Kentucky
$1.55M – – –
SWM
41
Spire Wealth Management
Virginia
$1.32M -$17.5K -377 -1%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.28M +$441K +9,496 +54%
WWM
43
Western Wealth Management
Colorado
$1.22M -$995K -21,423 -45%
PF
44
Parker Financial
Washington
$1.18M +$1.16M +25,073 New
AssetMark Inc
45
AssetMark Inc
California
$1.18M -$121K -2,599 -9%
EA
46
Evolution Advisers
Virginia
$1.17M – – –
WH
47
Willner & Heller
California
$1.14M +$279 +6 +0%
CCM
48
Condor Capital Management
New Jersey
$1.1M – – –
MML Investors Services
49
MML Investors Services
Massachusetts
$1.08M +$33.3K +717 +3%
CPC
50
Consolidated Planning Corp
Georgia
$958K -$228K -4,917 -19%
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3 4 5

PWV Hedge Fund Activity: Q4 2022 in Review

144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2022, worth a combined $510M — up 23% from $415M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWV positions and 5 closed out — a net gain of 16 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.7M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $1.65M sold.

  • 144 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2022, up from 131 in Q3 2022.
  • Funds reported $510M of Invesco Large Cap Value ETF stock for Q4 2022, up 23% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Value ETF positions in Q4 2022 and 5 closed out, a net change of +16 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q4 2022 was LPL Financial, an estimated $10.7M added.
  • The largest Invesco Large Cap Value ETF seller in Q4 2022 was Firestone Capital Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2022.