Invesco Large Cap Value ETF
60 hedge funds and large institutions have $253M invested in Invesco Large Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 5 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $234M → $253M (+$19M)
2% more funds holding
Funds holding: 59 → 60 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.02% less ownership
Funds ownership: 30.25% → 30.23% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.47M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.11M |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$1.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.16M |
| 5 |
VF
Virtu Financial
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$2.52M |
| 2 |
SG Americas Securities
New York
|
-$678K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$430K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$326K |
| 5 |
BBA
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
-$298K |
PWV Hedge Fund Activity: Q2 2014 in Review
60 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2014, worth a combined $253M — up 8.1% from $234M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PWV positions and 5 closed out — a net gain of 1 holder — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.47M. The largest seller was Advisors Preferred, exiting entirely with an estimated $2.52M sold.
- 60 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2014, up from 59 in Q1 2014.
- Funds reported $253M of Invesco Large Cap Value ETF stock for Q2 2014, up 8.1% quarter-over-quarter.
- 6 funds opened new Invesco Large Cap Value ETF positions in Q2 2014 and 5 closed out, a net change of +1 holder.
- The largest Invesco Large Cap Value ETF buyer in Q2 2014 was Morgan Stanley, an estimated $3.47M added.
- The largest Invesco Large Cap Value ETF seller in Q2 2014 was Advisors Preferred, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2014.