Invesco Large Cap Value ETF
88 hedge funds and large institutions have $390M invested in Invesco Large Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
32% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 28
9% more capital invested
Capital invested by funds: $359M → $390M (+$30.6M)
4% more funds holding
Funds holding: 85 → 88 (+3)
1.77% more ownership
Funds ownership: 37.73% → 39.5% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.8M |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$5.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.61M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.88M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.44M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.71M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.42M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.18M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$958K |
PWV Hedge Fund Activity: Q1 2016 in Review
88 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2016, worth a combined $390M — up 8.5% from $359M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PWV positions and 3 closed out — a net gain of 4 holders — while 37 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Wells Fargo, cutting an estimated $7.44M.
- 88 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2016, up from 85 in Q4 2015.
- Funds reported $390M of Invesco Large Cap Value ETF stock for Q1 2016, up 8.5% quarter-over-quarter.
- 7 funds opened new Invesco Large Cap Value ETF positions in Q1 2016 and 3 closed out, a net change of +4 holders.
- The largest Invesco Large Cap Value ETF buyer in Q1 2016 was Morgan Stanley, an estimated $15.8M added.
- The largest Invesco Large Cap Value ETF seller in Q1 2016 was Wells Fargo, an estimated $7.44M sold.
Based on aggregated 13F filings for Q1 2016.