Invesco Large Cap Value ETF
60 hedge funds and large institutions have $303M invested in Invesco Large Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.
19% more capital invested
Capital invested by funds: $253M → $303M (+$49.4M)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
3.24% more ownership
Funds ownership: 30.23% → 33.47% (+3.2%)
0% more funds holding
Funds holding: 60 → 60 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.45M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$7.24M |
| 5 |
Morgan Stanley
New York
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$1.06M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$455K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$444K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$232K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$221K |
PWV Hedge Fund Activity: Q3 2014 in Review
60 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2014, worth a combined $303M — up 19% from $253M a quarter earlier.
Fund positioning in PWV was balanced in Q3 2014: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 20 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $14.8M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.06M sold.
- 60 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $303M of Invesco Large Cap Value ETF stock for Q3 2014, up 19% quarter-over-quarter.
- 6 funds opened new Invesco Large Cap Value ETF positions in Q3 2014 and 6 closed out, a net change of 0 holders.
- The largest Invesco Large Cap Value ETF buyer in Q3 2014 was Cambridge Investment Research Advisors, an estimated $14.8M added.
- The largest Invesco Large Cap Value ETF seller in Q3 2014 was Virtu Financial, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2014.