Invesco Large Cap Value ETF
139 hedge funds and large institutions have $671M invested in Invesco Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
40% more capital invested
Capital invested by funds: $479M → $671M (+$192M)
20.51% more ownership
Funds ownership: 63.25% → 83.76% (+21%)
7% more funds holding
Funds holding: 130 → 139 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
27% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$160M |
| 2 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
+$1.77M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.54M |
| 4 |
LPL Financial
San Diego,
California
|
+$984K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$768K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$17.7M |
| 2 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$5.01M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.98M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.67M |
PWV Hedge Fund Activity: Q4 2023 in Review
139 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2023, worth a combined $671M — up 40% from $479M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PWV positions and 4 closed out — a net gain of 9 holders — while 30 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $160M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $17.7M.
- 139 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2023, up from 130 in Q3 2023.
- Funds reported $671M of Invesco Large Cap Value ETF stock for Q4 2023, up 40% quarter-over-quarter.
- 13 funds opened new Invesco Large Cap Value ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $160M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2023 was Atlas Private Wealth Advisors, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2023.