Invesco Large Cap Value ETF
129 hedge funds and large institutions have $469M invested in Invesco Large Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $406M → $469M (+$63.1M)
9% more funds holding
Funds holding: 118 → 129 (+11)
3.05% more ownership
Funds ownership: 54.96% → 58.02% (+3.1%)
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
+$10.3M |
| 2 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
+$2.75M |
| 3 |
FCM
Firestone Capital Management
Coral Gables,
Florida
|
+$1.83M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.41M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$884K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.49M |
| 2 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$2.78M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$482K |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$465K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$407K |
PWV Hedge Fund Activity: Q4 2021 in Review
129 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2021, worth a combined $469M — up 16% from $406M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PWV positions and 10 closed out — a net gain of 14 holders — while 31 added to existing stakes and 33 trimmed.
The largest buyer was SimpliFi Inc, opening a new position worth an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $3.49M.
- 129 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2021, up from 118 in Q3 2021.
- Funds reported $469M of Invesco Large Cap Value ETF stock for Q4 2021, up 16% quarter-over-quarter.
- 24 funds opened new Invesco Large Cap Value ETF positions in Q4 2021 and 10 closed out, a net change of +14 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2021 was SimpliFi Inc, an estimated $10.3M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2021 was Morgan Stanley, an estimated $3.49M sold.
Based on aggregated 13F filings for Q4 2021.