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Invesco Large Cap Value ETF
PWV

146 hedge funds and large institutions have $569M invested in Invesco Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more capital invested

Capital invested by funds: $534M → $569M (+$35.4M)

3.31% more ownership

Funds ownership: 59.85% → 63.17% (+3.3%)

2% more funds holding

Funds holding: 143 → 146 (+3)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
36
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWP
IAG Wealth Partners
Wisconsin
+$16.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$16M
3
APWA
Atlas Private Wealth Advisors
New Jersey
+$8.24M
4
LPL Financial
LPL Financial
California
+$6.22M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.89M
2
PPWM
Paragon Private Wealth Management
Kentucky
-$1.03M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$763K
4
Bank of America
Bank of America
North Carolina
-$723K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$509K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
$431K – – –
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$412K -$2.27K -41 -0.5%
WP
78
WealthShield Partners
North Carolina
$410K -$2.6K -47 -0.6%
WFAG
79
Wescott Financial Advisory Group
Pennsylvania
$392K – – –
GWM
80
Geneos Wealth Management
Colorado
$387K -$5.19K -94 -1%
TH
81
TCTC Holdings
Texas
$360K – – –
MA
82
MCF Advisors
Kentucky
$358K – – –
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$344K +$345K +6,252 New
WPC
84
Wedmont Private Capital
Pennsylvania
$338K – – –
ODG
85
O'Dell Group
Ohio
$330K – – –
S4W
86
Solutions 4 Wealth
Texas
$312K +$313K +5,674 New
SA
87
Sanctuary Advisors
Indiana
$298K +$299K +5,419 New
GT
88
Greenleaf Trust
Michigan
$297K – – –
FP
89
Financial Perspectives
Minnesota
$296K +$55 +1 +0%
TWD
90
True Wealth Design
Ohio
$287K – – –
BSW
91
Buckingham Strategic Wealth
Missouri
$283K +$1.22K +22 +0.4%
SVWAG
92
Sound View Wealth Advisors Group
Georgia
$272K – – –
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$253K -$763K -13,815 -75%
Cerity Partners
94
Cerity Partners
New York
$253K +$442 +8 +0.2%
RFN
95
RDA Financial Network
Iowa
$251K – – –
ACI
96
Alpha Cubed Investments
California
$250K – – –
JP Morgan Chase
97
JP Morgan Chase
New York
$246K +$236K +4,267 +2,144%
GA
98
Goldstein Advisors
Wisconsin
$244K – – –
IWA
99
IVC Wealth Advisors
Pennsylvania
$236K – – –
CB
100
Commerce Bank
Missouri
$227K – – –
2 3
4
5 6

PWV Hedge Fund Activity: Q2 2024 in Review

146 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2024, worth a combined $569M — up 6.6% from $534M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PWV positions and 7 closed out — a net gain of 6 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was IAG Wealth Partners, opening a new position worth an estimated $16.4M. The largest seller was Morgan Stanley, cutting an estimated $2.89M.

  • 146 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2024, up from 143 in Q1 2024.
  • Funds reported $569M of Invesco Large Cap Value ETF stock for Q2 2024, up 6.6% quarter-over-quarter.
  • 13 funds opened new Invesco Large Cap Value ETF positions in Q2 2024 and 7 closed out, a net change of +6 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q2 2024 was IAG Wealth Partners, an estimated $16.4M added.
  • The largest Invesco Large Cap Value ETF seller in Q2 2024 was Morgan Stanley, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2024.