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Invesco Large Cap Value ETF
PWV

143 hedge funds and large institutions have $534M invested in Invesco Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

3% more funds holding

Funds holding: 139 → 143 (+4)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

20% less capital invested

Capital invested by funds: $671M → $534M (-$138M)

23.91% less ownership

Funds ownership: 83.76% → 59.85% (-24%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
36
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIA
Regal Investment Advisors
Michigan
+$5.07M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.31M
3
LPL Financial
LPL Financial
California
+$2.14M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.62M
5
PCG
Prosperity Consulting Group
Maryland
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$194M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$11.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.83M
4
N
Natixis
France
-$1.38M
5
UBS Group
UBS Group
Switzerland
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Clearstead Advisors
Ohio
$450K +$475 +9 +0.1%
PFS
77
Prospera Financial Services
Texas
$444K – – –
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$427K -$80.5K -1,527 -17%
WP
79
WealthShield Partners
North Carolina
$425K -$14.8K -280 -4%
GWM
80
Geneos Wealth Management
Colorado
$404K +$5.17K +98 +1%
WFAG
81
Wescott Financial Advisory Group
Pennsylvania
$404K – – –
TH
82
TCTC Holdings
Texas
$371K -$80K -1,516 -19%
MA
83
MCF Advisors
Kentucky
$368K – – –
WPC
84
Wedmont Private Capital
Pennsylvania
$338K – – –
ODG
85
O'Dell Group
Ohio
$330K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$313K -$6.75K -128 -2%
GT
87
Greenleaf Trust
Michigan
$305K – – –
FP
88
Financial Perspectives
Minnesota
$305K -$46.4K -879 -14%
TWD
89
True Wealth Design
Ohio
$295K – – –
Citadel Advisors
90
Citadel Advisors
Florida
$294K -$851K -16,144 -76%
BSW
91
Buckingham Strategic Wealth
Missouri
$290K – – –
SVWAG
92
Sound View Wealth Advisors Group
Georgia
$280K – – –
Cerity Partners
93
Cerity Partners
New York
$261K +$316 +6 +0.1%
RFN
94
RDA Financial Network
Iowa
$258K – – –
ACI
95
Alpha Cubed Investments
California
$257K +$316 +6 +0.1%
GA
96
Goldstein Advisors
Wisconsin
$251K -$6.38K -121 -3%
HWM
97
HB Wealth Management
Georgia
$249K +$231K +4,386 New
IWA
98
IVC Wealth Advisors
Pennsylvania
$243K – – –
CB
99
Commerce Bank
Missouri
$233K +$217K +4,119 New
GC
100
Grimes & Company
Massachusetts
$222K +$206K +3,912 New
2 3
4
5 6

PWV Hedge Fund Activity: Q1 2024 in Review

143 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2024, worth a combined $534M — down 20% from $671M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PWV positions and 8 closed out — a net gain of 6 holders — while 36 added to existing stakes and 42 trimmed.

The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $5.07M. The largest seller was Morgan Stanley, cutting an estimated $194M.

  • 143 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2024, up from 139 in Q4 2023.
  • Funds reported $534M of Invesco Large Cap Value ETF stock for Q1 2024, down 20% quarter-over-quarter.
  • 14 funds opened new Invesco Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q1 2024 was Regal Investment Advisors, an estimated $5.07M added.
  • The largest Invesco Large Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2024.