Invesco Large Cap Value ETF
115 hedge funds and large institutions have $710M invested in Invesco Large Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
3% more funds holding
Funds holding: 112 → 115 (+3)
3% more capital invested
Capital invested by funds: $686M → $710M (+$23.3M)
0.33% more ownership
Funds ownership: 52.27% → 52.6% (+0.33%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$17.4M |
| 2 |
Goldman Sachs
New York
|
+$8.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.88M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.81M |
| 5 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.5M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$9.12M |
| 3 |
Morgan Stanley
New York
|
-$5.93M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$4.43M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.23M |
PWV Hedge Fund Activity: Q3 2018 in Review
115 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2018, worth a combined $710M — up 3.4% from $686M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PWV positions and 11 closed out — a net gain of 4 holders — while 28 added to existing stakes and 35 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $17.4M. The largest seller was Ameriprise, cutting an estimated $10.5M.
- 115 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2018, up from 112 in Q2 2018.
- Funds reported $710M of Invesco Large Cap Value ETF stock for Q3 2018, up 3.4% quarter-over-quarter.
- 15 funds opened new Invesco Large Cap Value ETF positions in Q3 2018 and 11 closed out, a net change of +4 holders.
- The largest Invesco Large Cap Value ETF buyer in Q3 2018 was PNC Financial Services Group, an estimated $17.4M added.
- The largest Invesco Large Cap Value ETF seller in Q3 2018 was Ameriprise, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2018.