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Invesco Large Cap Value ETF
PWV

158 hedge funds and large institutions have $626M invested in Invesco Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1.08% more ownership

Funds ownership: 63.57% → 64.65% (+1.1%)

0% more funds holding

Funds holding: 158 → 158 (0)

1% less capital invested

Capital invested by funds: $630M → $626M (-$3.94M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
158
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
39
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.2M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$2.39M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.8M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.34M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$980K

Top Sellers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
-$10.8M
2
LPL Financial
LPL Financial
California
-$4.54M
3
GLA
Good Life Advisors
Pennsylvania
-$3.45M
4
IWP
IAG Wealth Partners
Wisconsin
-$1.14M
5
Goldman Sachs
Goldman Sachs
New York
-$996K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
76
SimpliFi Inc
California
$505K -$1.83K -31 -0.3%
HAM
77
Harmony Asset Management
Arizona
$470K -$4.97K -84 -1%
CA
78
Clearstead Advisors
Ohio
$461K +$651 +11 +0.1%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$458K +$172K +2,902 +56%
PFS
80
Prospera Financial Services
Texas
$435K -$11K -186 -2%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$423K -$2.78K -47 -0.6%
WFAG
82
Wescott Financial Advisory Group
Pennsylvania
$405K – – –
AWS
83
Atria Wealth Solutions
New York
$404K -$366K -6,189 -47%
WP
84
WealthShield Partners
North Carolina
$402K -$9.76K -165 -2%
GWM
85
Geneos Wealth Management
Colorado
$394K -$1.01K -17 -0.2%
TH
86
TCTC Holdings
Texas
$372K – – –
MA
87
MCF Advisors
Kentucky
$370K – – –
RFN
88
RDA Financial Network
Iowa
$361K +$1.77K +30 +0.5%
WPC
89
Wedmont Private Capital
Pennsylvania
$352K +$13.2K +223 +4%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$333K +$347K +5,859 New
ODG
91
O'Dell Group
Ohio
$331K – – –
GT
92
Greenleaf Trust
Michigan
$306K – – –
FP
93
Financial Perspectives
Minnesota
$306K +$59 +1 +0%
TWD
94
True Wealth Design
Ohio
$296K – – –
SVWAG
95
Sound View Wealth Advisors Group
Georgia
$281K – – –
IAA
96
Independent Advisor Alliance
North Carolina
$275K +$286K +4,835 New
Betterment LLC
97
Betterment LLC
New York
$265K +$3.43K +58 +1%
Cerity Partners
98
Cerity Partners
New York
$262K +$414 +7 +0.2%
WB
99
WesBanco Bank
West Virginia
$260K – – –
ACI
100
Alpha Cubed Investments
California
$258K -$296 -5 -0.1%
2 3
4
5 6

PWV Hedge Fund Activity: Q4 2024 in Review

158 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2024, worth a combined $626M — down 0.63% from $630M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PWV positions and 11 closed out — a net gain of 3 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was PFG Private Wealth Management, cutting an estimated $10.8M.

  • 158 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $626M of Invesco Large Cap Value ETF stock for Q4 2024, down 0.63% quarter-over-quarter.
  • 14 funds opened new Invesco Large Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +3 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q4 2024 was Morgan Stanley, an estimated $15.2M added.
  • The largest Invesco Large Cap Value ETF seller in Q4 2024 was PFG Private Wealth Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.