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Invesco Large Cap Value ETF
PWV

139 hedge funds and large institutions have $671M invested in Invesco Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $479M → $671M (+$192M)

20.51% more ownership

Funds ownership: 63.25% → 83.76% (+21%)

7% more funds holding

Funds holding: 130 → 139 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

27% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 41

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
30
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$160M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
+$1.77M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.54M
4
LPL Financial
LPL Financial
California
+$984K
5
Citadel Advisors
Citadel Advisors
Florida
+$768K

Top Sellers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
-$17.7M
2
MAG
MRA Advisory Group
New Jersey
-$5.01M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.98M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.92M
5
Bank of America
Bank of America
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
26
Main Street Financial Solutions
Pennsylvania
$2.04M – – –
FCM
27
Firestone Capital Management
Florida
$2M – – –
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.82M -$150K -3,152 -8%
PA
29
Parallel Advisors
California
$1.79M – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$349K +7,348 +28%
PPWM
31
Paragon Private Wealth Management
Kentucky
$1.67M – – –
SWM
32
Spire Wealth Management
Virginia
$1.6M +$142 +3 +0%
JFA
33
JNBA Financial Advisors
Minnesota
$1.52M -$101K -2,135 -7%
CAN
34
Cetera Advisor Networks
California
$1.51M -$2.42K -51 -0.2%
CCM
35
Condor Capital Management
New Jersey
$1.45M +$247K +5,208 +22%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.41M +$265K +5,576 +25%
PJWM
37
Philip James Wealth Mangement
Georgia
$1.41M +$1.32M +27,747 New
N
38
Natixis
France
$1.38M -$26.9K -567 -2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.37M -$130K -2,736 -9%
EWMCB
40
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.34M -$43.6K -918 -3%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.34M – – –
EA
42
Evolution Advisers
Virginia
$1.26M -$7.03K -148 -0.6%
WH
43
Willner & Heller
California
$1.26M +$1.17M +24,752 New
MML Investors Services
44
MML Investors Services
Massachusetts
$1.09M -$15.5K -327 -1%
Mariner
45
Mariner
Kansas
$1.09M – – –
Citadel Advisors
46
Citadel Advisors
Florida
$1.08M +$768K +16,185 +315%
Stifel Financial
47
Stifel Financial
Missouri
$1.06M -$491K -10,338 -33%
PF
48
Parker Financial
Washington
$1.01M -$49.9K -1,052 -5%
CPC
49
Consolidated Planning Corp
Georgia
$968K -$5.22K -110 -0.6%
MCA
50
MSH Capital Advisors
Arizona
$916K – – –
1
2
3 4 5

PWV Hedge Fund Activity: Q4 2023 in Review

139 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2023, worth a combined $671M — up 40% from $479M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PWV positions and 4 closed out — a net gain of 9 holders — while 30 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $160M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $17.7M.

  • 139 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2023, up from 130 in Q3 2023.
  • Funds reported $671M of Invesco Large Cap Value ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 13 funds opened new Invesco Large Cap Value ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $160M added.
  • The largest Invesco Large Cap Value ETF seller in Q4 2023 was Atlas Private Wealth Advisors, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2023.