Invesco Large Cap Value ETF
97 hedge funds and large institutions have $616M invested in Invesco Large Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 7 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 23
5% more capital invested
Capital invested by funds: $588M → $616M (+$28.2M)
0.42% more ownership
Funds ownership: 47.18% → 47.6% (+0.42%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 99 → 97 (-2)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.47M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.33M |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
+$4.72M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.77M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$9.11M |
| 2 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$1.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.41M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.13M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.06M |
PWV Hedge Fund Activity: Q2 2017 in Review
97 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2017, worth a combined $616M — up 4.8% from $588M a quarter earlier.
Fund positioning in PWV was balanced in Q2 2017: 7 funds opened new positions, 7 closed out, 37 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.47M. The largest seller was FundX Investment Group, exiting entirely with an estimated $9.11M sold.
- 97 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2017, down from 99 in Q1 2017.
- Funds reported $616M of Invesco Large Cap Value ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
- 7 funds opened new Invesco Large Cap Value ETF positions in Q2 2017 and 7 closed out, a net change of 0 holders.
- The largest Invesco Large Cap Value ETF buyer in Q2 2017 was Morgan Stanley, an estimated $8.47M added.
- The largest Invesco Large Cap Value ETF seller in Q2 2017 was FundX Investment Group, an estimated $9.11M sold.
Based on aggregated 13F filings for Q2 2017.