Invesco Large Cap Value ETF
115 hedge funds and large institutions have $361M invested in Invesco Large Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 41 reducing their positions, and 26 closing their positions.
7.12% more ownership
Funds ownership: 45.92% → 53.04% (+7.1%)
11% less funds holding
Funds holding: 129 → 115 (-14)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
31% less capital invested
Capital invested by funds: $524M → $361M (-$163M)
46% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 26
46% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.5M |
| 2 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
+$9.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.02M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.83M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$30.9M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$17.9M |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.09M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$7.9M |
PWV Hedge Fund Activity: Q1 2020 in Review
115 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2020, worth a combined $361M — down 31% from $524M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of PWV and 14 opened new positions — a net loss of 12 holders — while 41 trimmed existing stakes and 22 added.
The largest buyer was Morgan Stanley, adding an estimated $41.5M. The largest seller was FundX Investment Group, exiting entirely with an estimated $30.9M sold.
- 115 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2020, down from 129 in Q4 2019.
- Funds reported $361M of Invesco Large Cap Value ETF stock for Q1 2020, down 31% quarter-over-quarter.
- 14 funds opened new Invesco Large Cap Value ETF positions in Q1 2020 and 26 closed out, a net change of -12 holders.
- The largest Invesco Large Cap Value ETF buyer in Q1 2020 was Morgan Stanley, an estimated $41.5M added.
- The largest Invesco Large Cap Value ETF seller in Q1 2020 was FundX Investment Group, an estimated $30.9M sold.
Based on aggregated 13F filings for Q1 2020.