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Invesco Large Cap Value ETF
PWV

158 hedge funds and large institutions have $630M invested in Invesco Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

11% more capital invested

Capital invested by funds: $569M → $630M (+$60.5M)

8% more funds holding

Funds holding: 146 → 158 (+12)

0.4% more ownership

Funds ownership: 63.17% → 63.57% (+0.4%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
44
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
+$10.4M
2
Morgan Stanley
Morgan Stanley
New York
+$10.3M
3
GLA
Good Life Advisors
Pennsylvania
+$3.76M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.08M
5
LPL Financial
LPL Financial
California
+$2.61M

Top Sellers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
-$5.08M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.64M
3
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$2.12M
4
AWA
Arkadios Wealth Advisors
Georgia
-$1.24M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
76
Bedel Financial Consulting
Indiana
$515K – – –
JP Morgan Chase
77
JP Morgan Chase
New York
$507K +$241K +4,229 +95%
HAM
78
Harmony Asset Management
Arizona
$486K +$7.91K +139 +2%
CA
79
Clearstead Advisors
Ohio
$472K +$569 +10 +0.1%
PFS
80
Prospera Financial Services
Texas
$456K – – –
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$436K -$285 -5 -0.1%
WP
82
WealthShield Partners
North Carolina
$422K -$12.4K -218 -3%
WFAG
83
Wescott Financial Advisory Group
Pennsylvania
$415K – – –
GWM
84
Geneos Wealth Management
Colorado
$405K -$4.9K -86 -1%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$393K +$122K +2,146 +47%
TH
86
TCTC Holdings
Texas
$382K – – –
MA
87
MCF Advisors
Kentucky
$379K – – –
RFN
88
RDA Financial Network
Iowa
$369K +$100K +1,760 +39%
WPC
89
Wedmont Private Capital
Pennsylvania
$351K – – –
ODG
90
O'Dell Group
Ohio
$340K – – –
GT
91
Greenleaf Trust
Michigan
$314K – – –
FP
92
Financial Perspectives
Minnesota
$314K +$114 +2 +0%
SA
93
Sanctuary Advisors
Indiana
$311K -$20.2K -355 -7%
TWD
94
True Wealth Design
Ohio
$304K – – –
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$300K +$293K +5,145 New
SVWAG
96
Sound View Wealth Advisors Group
Georgia
$288K – – –
Cerity Partners
97
Cerity Partners
New York
$269K +$399 +7 +0.2%
Betterment LLC
98
Betterment LLC
New York
$268K +$29.5K +518 +13%
WB
99
WesBanco Bank
West Virginia
$266K +$260K +4,569 New
ACI
100
Alpha Cubed Investments
California
$265K – – –
2 3
4
5 6

PWV Hedge Fund Activity: Q3 2024 in Review

158 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2024, worth a combined $630M — up 11% from $569M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PWV positions and 3 closed out — a net gain of 15 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was PFG Private Wealth Management, opening a new position worth an estimated $10.4M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $5.08M.

  • 158 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2024, up from 146 in Q2 2024.
  • Funds reported $630M of Invesco Large Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 18 funds opened new Invesco Large Cap Value ETF positions in Q3 2024 and 3 closed out, a net change of +15 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q3 2024 was PFG Private Wealth Management, an estimated $10.4M added.
  • The largest Invesco Large Cap Value ETF seller in Q3 2024 was Atlas Private Wealth Advisors, an estimated $5.08M sold.

Based on aggregated 13F filings for Q3 2024.