We are live on ! Find out more
PWV icon

Invesco Large Cap Value ETF
PWV

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
+$10.3M
2
MAG
MRA Advisory Group
New Jersey
+$2.75M
3
FCM
Firestone Capital Management
Florida
+$1.83M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.41M
5
Osaic Holdings
Osaic Holdings
Arizona
+$884K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.49M
2
TFS
TrustCore Financial Services
Tennessee
-$2.78M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$482K
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$465K
5
Citadel Advisors
Citadel Advisors
Florida
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
76
Stephens Inc
Arkansas
$390K +$1.8K +38 +0.5%
CFGS
77
Concourse Financial Group Securities
Alabama
$353K – – –
EIP
78
Ellis Investment Partners
Pennsylvania
$313K +$304K +6,438 New
FP
79
Financial Perspectives
Minnesota
$312K +$8.04K +170 +3%
WPC
80
Wedmont Private Capital
Pennsylvania
$303K +$284K +6,000 New
LA
81
LexAurum Advisors
Kansas
$274K -$28.4K -600 -10%
SPC
82
Sigma Planning Corp
Michigan
$271K +$26.4K +558 +11%
MAC
83
Mason & Associates (California)
California
$264K +$256K +5,420 New
GT
84
Greenleaf Trust
Michigan
$263K – – –
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$255K – – –
BSW
86
Buckingham Strategic Wealth
Missouri
$250K – – –
SW
87
SVB Wealth
Massachusetts
$222K – – –
IWA
88
IVC Wealth Advisors
Pennsylvania
$220K – – –
CWM
89
Cornerstone Wealth Management
Missouri
$219K +$211K +4,459 New
Creative Planning
90
Creative Planning
Kansas
$207K +$201K +4,250 New
ARC
91
Advisor Resource Council
Texas
$204K +$198K +4,195 New
CCG
92
Cypress Capital Group
Florida
$202K +$196K +4,140 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$182K +$4.68K +99 +3%
EVM
94
Eaton Vance Management
Massachusetts
$163K – – –
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$160K – – –
US Bancorp
96
US Bancorp
Minnesota
$159K +$32.8K +694 +27%
BAM
97
Belpointe Asset Management
Nevada
$153K – – –
EWM
98
EPG Wealth Management
Georgia
$146K – – –
CT
99
Cambridge Trust
Massachusetts
$145K +$140K +2,966 New
IFAM
100
Institutional & Family Asset Management
Colorado
$122K – – –
2 3
4
5 6

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.