Invesco Large Cap Value ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.2M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$2.39M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.34M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$980K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$10.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.54M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$3.45M |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$1.14M |
| 5 |
Goldman Sachs
New York
|
-$996K |
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.