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Invesco Large Cap Value ETF
PWV

134 hedge funds and large institutions have $483M invested in Invesco Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 60.59% → 62.29% (+1.7%)

4% more capital invested

Capital invested by funds: $464M → $483M (+$19.3M)

4% less funds holding

Funds holding: 139 → 134 (-5)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
134
Holders Change
-5
Holders Change %
-3.6%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
30
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
+$19.4M
2
FCM
Firestone Capital Management
Florida
+$1.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.11M
4
Morgan Stanley
Morgan Stanley
New York
+$1.11M
5
Bank of America
Bank of America
North Carolina
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
-$8.73M
2
Ameriprise
Ameriprise
Minnesota
-$3.75M
3
T
TCWP
Ohio
-$3.53M
4
MAG
MRA Advisory Group
New Jersey
-$2.54M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
76
V Wealth Advisors
Kansas
$346K – – –
WFAG
77
Wescott Financial Advisory Group
Pennsylvania
$332K – – –
MA
78
MCF Advisors
Kentucky
$303K – – –
IWM
79
IHT Wealth Management
Illinois
$302K -$47.2K -1,042 -14%
WPC
80
Wedmont Private Capital
Pennsylvania
$281K – – –
FP
81
Financial Perspectives
Minnesota
$277K +$91 +2 +0%
ODG
82
O'Dell Group
Ohio
$272K +$264K +5,825 New
MAC
83
Mason & Associates (California)
California
$253K – – –
GT
84
Greenleaf Trust
Michigan
$251K – – –
TWD
85
True Wealth Design
Ohio
$243K – – –
BSW
86
Buckingham Strategic Wealth
Missouri
$239K – – –
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$230K – – –
RFN
88
RDA Financial Network
Iowa
$215K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$214K +$26.8K +592 +15%
GA
90
Goldstein Advisors
Wisconsin
$213K +$227 +5 +0.1%
ACI
91
Alpha Cubed Investments
California
$211K – – –
T
92
TNF
Montana
$210K -$1.63K -36 -0.8%
IWA
93
IVC Wealth Advisors
Pennsylvania
$200K +$194K +4,290 New
TRCT
94
Tower Research Capital (TRC)
New York
$192K +$14.7K +324 +9%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$180K -$94.3K -2,079 -35%
EWM
96
EPG Wealth Management
Georgia
$140K – – –
KFI
97
Key Financial Inc
Pennsylvania
$130K – – –
GWM
98
Geneos Wealth Management
Colorado
$123K +$67.7K +1,494 +130%
IFAM
99
Institutional & Family Asset Management
Colorado
$117K – – –
CT
100
Cambridge Trust
Massachusetts
$105K – – –
2 3
4
5 6

PWV Hedge Fund Activity: Q2 2023 in Review

134 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2023, worth a combined $483M — up 4.2% from $464M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PWV and 8 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 30 added.

The largest buyer was Atlas Private Wealth Advisors, adding an estimated $19.4M. The largest seller was SimpliFi Inc, cutting an estimated $8.73M.

  • 134 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2023, down from 139 in Q1 2023.
  • Funds reported $483M of Invesco Large Cap Value ETF stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 8 funds opened new Invesco Large Cap Value ETF positions in Q2 2023 and 13 closed out, a net change of -5 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q2 2023 was Atlas Private Wealth Advisors, an estimated $19.4M added.
  • The largest Invesco Large Cap Value ETF seller in Q2 2023 was SimpliFi Inc, an estimated $8.73M sold.

Based on aggregated 13F filings for Q2 2023.