Invesco Large Cap Value ETF
69 hedge funds and large institutions have $350M invested in Invesco Large Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 7 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
16% more capital invested
Capital invested by funds: $303M → $350M (+$47M)
15% more funds holding
Funds holding: 60 → 69 (+9)
2.07% more ownership
Funds ownership: 33.47% → 35.55% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$7.69M |
| 2 |
Morgan Stanley
New York
|
+$7.13M |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$3.27M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.29M |
| 5 |
VF
Virtu Financial
New York
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.91M |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$1.69M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.66M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.34M |
| 5 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
-$1.28M |
PWV Hedge Fund Activity: Q4 2014 in Review
69 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2014, worth a combined $350M — up 16% from $303M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PWV positions and 7 closed out — a net gain of 10 holders — while 26 added to existing stakes and 15 trimmed.
The largest buyer was WealthTrust-Arizona, opening a new position worth an estimated $7.69M. The largest seller was Bank of America, cutting an estimated $5.91M.
- 69 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2014, up from 60 in Q3 2014.
- Funds reported $350M of Invesco Large Cap Value ETF stock for Q4 2014, up 16% quarter-over-quarter.
- 17 funds opened new Invesco Large Cap Value ETF positions in Q4 2014 and 7 closed out, a net change of +10 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2014 was WealthTrust-Arizona, an estimated $7.69M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2014 was Bank of America, an estimated $5.91M sold.
Based on aggregated 13F filings for Q4 2014.