Invesco Large Cap Value ETF
146 hedge funds and large institutions have $569M invested in Invesco Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more capital invested
Capital invested by funds: $534M → $569M (+$35.4M)
3.31% more ownership
Funds ownership: 59.85% → 63.17% (+3.3%)
2% more funds holding
Funds holding: 143 → 146 (+3)
8% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$16.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$16M |
| 3 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$8.24M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.22M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.89M |
| 2 |
PPWM
Paragon Private Wealth Management
Lexington,
Kentucky
|
-$1.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$763K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$723K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$509K |
PWV Hedge Fund Activity: Q2 2024 in Review
146 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2024, worth a combined $569M — up 6.6% from $534M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PWV positions and 7 closed out — a net gain of 6 holders — while 36 added to existing stakes and 39 trimmed.
The largest buyer was IAG Wealth Partners, opening a new position worth an estimated $16.4M. The largest seller was Morgan Stanley, cutting an estimated $2.89M.
- 146 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2024, up from 143 in Q1 2024.
- Funds reported $569M of Invesco Large Cap Value ETF stock for Q2 2024, up 6.6% quarter-over-quarter.
- 13 funds opened new Invesco Large Cap Value ETF positions in Q2 2024 and 7 closed out, a net change of +6 holders.
- The largest Invesco Large Cap Value ETF buyer in Q2 2024 was IAG Wealth Partners, an estimated $16.4M added.
- The largest Invesco Large Cap Value ETF seller in Q2 2024 was Morgan Stanley, an estimated $2.89M sold.
Based on aggregated 13F filings for Q2 2024.