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Invesco Large Cap Value ETF
PWV

144 hedge funds and large institutions have $510M invested in Invesco Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

23% more capital invested

Capital invested by funds: $415M → $510M (+$94.5M)

10% more funds holding

Funds holding: 131 → 144 (+13)

2.11% more ownership

Funds ownership: 59.08% → 61.19% (+2.1%)

Holders
144
Holders Change
+13
Holders Change %
+9.92%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
43
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.2M
3
Morgan Stanley
Morgan Stanley
New York
+$3.93M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.57M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
FCM
Firestone Capital Management
Florida
-$1.65M
2
Bank of America
Bank of America
North Carolina
-$1.43M
3
WWM
Western Wealth Management
Colorado
-$995K
4
CAN
Cetera Advisor Networks
California
-$891K
5
Citadel Advisors
Citadel Advisors
Florida
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
76
Wescott Financial Advisory Group
Pennsylvania
$335K – – –
IWM
77
IHT Wealth Management
Illinois
$332K +$328K +7,057 New
Citadel Advisors
78
Citadel Advisors
Florida
$324K -$673K -14,504 -68%
MA
79
MCF Advisors
Kentucky
$306K – – –
WPC
80
Wedmont Private Capital
Pennsylvania
$288K – – –
FP
81
Financial Perspectives
Minnesota
$279K +$93 +2 +0%
T
82
TNF
Montana
$268K -$30.4K -654 -10%
IA
83
IFP Advisors
Florida
$265K +$9.52K +205 +3%
TRCT
84
Tower Research Capital (TRC)
New York
$257K -$250K -5,389 -50%
MAC
85
Mason & Associates (California)
California
$255K – – –
GT
86
Greenleaf Trust
Michigan
$254K – – –
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$251K +$229K +4,938 New
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$247K – – –
TWD
89
True Wealth Design
Ohio
$245K +$242K +5,206 New
BSW
90
Buckingham Strategic Wealth
Missouri
$241K – – –
RFN
91
RDA Financial Network
Iowa
$217K +$214K +4,610 New
GA
92
Goldstein Advisors
Wisconsin
$215K +$212K +4,572 New
ACI
93
Alpha Cubed Investments
California
$213K +$210K +4,531 New
IWA
94
IVC Wealth Advisors
Pennsylvania
$202K +$199K +4,290 New
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$201K +$198K +4,270 New
ACA
96
Aptus Capital Advisors
Alabama
$197K – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$194K +$25.6K +551 +15%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$159K +$93 +2 +0.1%
MCC
99
Money Concepts Capital
Florida
$147K +$124K +2,679 +606%
EWM
100
EPG Wealth Management
Georgia
$141K – – –
2 3
4
5 6

PWV Hedge Fund Activity: Q4 2022 in Review

144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2022, worth a combined $510M — up 23% from $415M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWV positions and 5 closed out — a net gain of 16 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.7M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $1.65M sold.

  • 144 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2022, up from 131 in Q3 2022.
  • Funds reported $510M of Invesco Large Cap Value ETF stock for Q4 2022, up 23% quarter-over-quarter.
  • 21 funds opened new Invesco Large Cap Value ETF positions in Q4 2022 and 5 closed out, a net change of +16 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q4 2022 was LPL Financial, an estimated $10.7M added.
  • The largest Invesco Large Cap Value ETF seller in Q4 2022 was Firestone Capital Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2022.