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Invesco Large Cap Value ETF
PWV

131 hedge funds and large institutions have $415M invested in Invesco Large Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 57.87% → 59.08% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 132 → 131 (-1)

2% less capital invested

Capital invested by funds: $424M → $415M (-$8.7M)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
131
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
35
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.87M
2
FHC
First Heartland Consultants
Missouri
+$6.07M
3
APWA
Atlas Private Wealth Advisors
New Jersey
+$1.67M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.45M
5
MAG
MRA Advisory Group
New Jersey
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.49M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$688K
3
PFS
Prospera Financial Services
Texas
-$588K
4
SWM
Spire Wealth Management
Virginia
-$552K
5
SIA
Strategic Investment Advisors
Michigan
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
76
Mariner
Kansas
$291K +$314K +6,980 New
MA
77
MCF Advisors
Kentucky
$271K – – –
T
78
TNF
Montana
$268K -$22.5K -500 -7%
IA
79
IFP Advisors
Florida
$258K – – –
WPC
80
Wedmont Private Capital
Pennsylvania
$250K – – –
LA
81
LexAurum Advisors
Kansas
$247K – – –
FP
82
Financial Perspectives
Minnesota
$247K +$90 +2 +0%
MAC
83
Mason & Associates (California)
California
$226K – – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$226K +$244K +5,424 New
GT
85
Greenleaf Trust
Michigan
$224K – – –
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$218K – – –
BSW
87
Buckingham Strategic Wealth
Missouri
$213K – – –
ACA
88
Aptus Capital Advisors
Alabama
$175K +$189K +4,192 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$149K +$405 +9 +0.3%
EIP
90
Ellis Investment Partners
Pennsylvania
$148K +$9.82K +218 +7%
EWM
91
EPG Wealth Management
Georgia
$125K +$135K +3,000 New
BAM
92
Belpointe Asset Management
Nevada
$113K – – –
CT
93
Cambridge Trust
Massachusetts
$104K – – –
IFAM
94
Institutional & Family Asset Management
Colorado
$104K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$84K – – –
FWM
96
Focused Wealth Management
New York
$69K +$496 +11 +0.7%
GRP
97
Global Retirement Partners
California
$69K +$4.5K +100 +7%
BCMIO
98
Beacon Capital Management Inc (Ohio)
Ohio
$49K -$45 -1 -0.1%
OHWP
99
Oak Harbor Wealth Partners
North Carolina
$49K – – –
TWA
100
TCI Wealth Advisors
Arizona
$49K +$360 +8 +0.7%
2 3
4
5 6

PWV Hedge Fund Activity: Q3 2022 in Review

131 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2022, worth a combined $415M — down 2.1% from $424M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PWV and 8 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $8.87M. The largest seller was Wells Fargo, cutting an estimated $1.49M.

  • 131 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2022, down from 132 in Q2 2022.
  • Funds reported $415M of Invesco Large Cap Value ETF stock for Q3 2022, down 2.1% quarter-over-quarter.
  • 8 funds opened new Invesco Large Cap Value ETF positions in Q3 2022 and 9 closed out, a net change of -1 holder.
  • The largest Invesco Large Cap Value ETF buyer in Q3 2022 was Morgan Stanley, an estimated $8.87M added.
  • The largest Invesco Large Cap Value ETF seller in Q3 2022 was Wells Fargo, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2022.