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Invesco Large Cap Value ETF
PWV

139 hedge funds and large institutions have $671M invested in Invesco Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $479M → $671M (+$192M)

20.51% more ownership

Funds ownership: 63.25% → 83.76% (+21%)

7% more funds holding

Funds holding: 130 → 139 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

27% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 41

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
30
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$160M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
+$1.77M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.54M
4
LPL Financial
LPL Financial
California
+$984K
5
Citadel Advisors
Citadel Advisors
Florida
+$768K

Top Sellers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
-$17.7M
2
MAG
MRA Advisory Group
New Jersey
-$5.01M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.98M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.92M
5
Bank of America
Bank of America
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Clearstead Advisors
Ohio
$409K +$383K +8,063 New
Fidelity Investments
77
Fidelity Investments
Massachusetts
$401K +$52.7K +1,111 +16%
PFS
78
Prospera Financial Services
Texas
$397K -$4.7K -99 -1%
WP
79
WealthShield Partners
North Carolina
$395K +$1.09K +23 +0.3%
WFAG
80
Wescott Financial Advisory Group
Pennsylvania
$361K – – –
GWM
81
Geneos Wealth Management
Colorado
$357K +$1.9K +40 +0.6%
HAM
82
Harmony Asset Management
Arizona
$335K +$314K +6,608 New
MA
83
MCF Advisors
Kentucky
$330K – – –
FP
84
Financial Perspectives
Minnesota
$318K +$15.4K +325 +5%
WPC
85
Wedmont Private Capital
Pennsylvania
$307K – – –
TRCT
86
Tower Research Capital (TRC)
New York
$301K +$186K +3,909 +193%
ODG
87
O'Dell Group
Ohio
$296K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$288K – – –
GT
89
Greenleaf Trust
Michigan
$273K – – –
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$266K +$249K +5,240 New
TWD
91
True Wealth Design
Ohio
$264K – – –
BSW
92
Buckingham Strategic Wealth
Missouri
$260K – – –
SVWAG
93
Sound View Wealth Advisors Group
Georgia
$251K – – –
Cerity Partners
94
Cerity Partners
New York
$232K +$218K +4,584 New
RFN
95
RDA Financial Network
Iowa
$231K -$949 -20 -0.4%
GA
96
Goldstein Advisors
Wisconsin
$231K -$1.14K -24 -0.5%
ACI
97
Alpha Cubed Investments
California
$230K – – –
MAG
98
MRA Advisory Group
New Jersey
$223K -$5.01M -105,647 -96%
IWA
99
IVC Wealth Advisors
Pennsylvania
$218K – – –
CCA
100
Criterion Capital Advisors
Tennessee
$160K +$150K +3,155 New
2 3
4
5 6

PWV Hedge Fund Activity: Q4 2023 in Review

139 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2023, worth a combined $671M — up 40% from $479M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PWV positions and 4 closed out — a net gain of 9 holders — while 30 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $160M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $17.7M.

  • 139 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2023, up from 130 in Q3 2023.
  • Funds reported $671M of Invesco Large Cap Value ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 13 funds opened new Invesco Large Cap Value ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $160M added.
  • The largest Invesco Large Cap Value ETF seller in Q4 2023 was Atlas Private Wealth Advisors, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2023.