Invesco Large Cap Value ETF
129 hedge funds and large institutions have $524M invested in Invesco Large Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more capital invested
Capital invested by funds: $453M → $524M (+$70.9M)
13% more funds holding
Funds holding: 114 → 129 (+15)
1.99% less ownership
Funds ownership: 47.91% → 45.92% (-2%)
33% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$29.8M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$17.2M |
| 3 |
Goldman Sachs
New York
|
+$1.1M |
| 4 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$709K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.45M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.74M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.29M |
| 5 |
Jane Street
New York
|
-$2.79M |
PWV Hedge Fund Activity: Q4 2019 in Review
129 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2019, worth a combined $524M — up 16% from $453M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PWV positions and 13 closed out — a net gain of 15 holders — while 27 added to existing stakes and 40 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $29.8M. The largest seller was Morgan Stanley, cutting an estimated $4.45M.
- 129 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2019, up from 114 in Q3 2019.
- Funds reported $524M of Invesco Large Cap Value ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 28 funds opened new Invesco Large Cap Value ETF positions in Q4 2019 and 13 closed out, a net change of +15 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2019 was FundX Investment Group, an estimated $29.8M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2019 was Morgan Stanley, an estimated $4.45M sold.
Based on aggregated 13F filings for Q4 2019.