Invesco Large Cap Value ETF
61 hedge funds and large institutions have $236M invested in Invesco Large Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
22% more capital invested
Capital invested by funds: $193M → $236M (+$43M)
13% more funds holding
Funds holding: 54 → 61 (+7)
1.32% more ownership
Funds ownership: 29.76% → 31.09% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
+$4.61M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.78M |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
+$3.15M |
| 4 |
Morgan Stanley
New York
|
+$2.69M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$2.89M |
| 2 |
VF
Virtu Financial
New York
|
-$1.96M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.73M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.02M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$212K |
PWV Hedge Fund Activity: Q4 2013 in Review
61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2013, worth a combined $236M — up 22% from $193M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PWV positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 10 trimmed.
The largest buyer was SII Investments, opening a new position worth an estimated $4.61M. The largest seller was Cullen/Frost Bankers, cutting an estimated $2.89M.
- 61 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2013, up from 54 in Q3 2013.
- Funds reported $236M of Invesco Large Cap Value ETF stock for Q4 2013, up 22% quarter-over-quarter.
- 11 funds opened new Invesco Large Cap Value ETF positions in Q4 2013 and 3 closed out, a net change of +8 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2013 was SII Investments, an estimated $4.61M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2013 was Cullen/Frost Bankers, an estimated $2.89M sold.
Based on aggregated 13F filings for Q4 2013.