Invesco Large Cap Value ETF
103 hedge funds and large institutions have $658M invested in Invesco Large Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
34% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 29
7% more capital invested
Capital invested by funds: $616M → $658M (+$41.7M)
6% more funds holding
Funds holding: 97 → 103 (+6)
0.52% more ownership
Funds ownership: 47.6% → 48.12% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.32M |
| 2 |
Morgan Stanley
New York
|
+$6.55M |
| 3 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$3.34M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.04M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.64M |
| 2 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
-$924K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$606K |
| 4 |
CBT
Central Bank & Trust
Lexington,
Kentucky
|
-$532K |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$470K |
PWV Hedge Fund Activity: Q3 2017 in Review
103 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2017, worth a combined $658M — up 6.8% from $616M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PWV positions and 5 closed out — a net gain of 6 holders — while 39 added to existing stakes and 29 trimmed.
The largest buyer was Ameriprise, adding an estimated $7.32M. The largest seller was MML Investors Services, cutting an estimated $1.64M.
- 103 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2017, up from 97 in Q2 2017.
- Funds reported $658M of Invesco Large Cap Value ETF stock for Q3 2017, up 6.8% quarter-over-quarter.
- 11 funds opened new Invesco Large Cap Value ETF positions in Q3 2017 and 5 closed out, a net change of +6 holders.
- The largest Invesco Large Cap Value ETF buyer in Q3 2017 was Ameriprise, an estimated $7.32M added.
- The largest Invesco Large Cap Value ETF seller in Q3 2017 was MML Investors Services, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2017.