Invesco Large Cap Value ETF
91 hedge funds and large institutions have $524M invested in Invesco Large Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 10 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
23% more capital invested
Capital invested by funds: $426M → $524M (+$98M)
7% more funds holding
Funds holding: 85 → 91 (+6)
3.52% more ownership
Funds ownership: 43.05% → 46.58% (+3.5%)
0% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$20.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.23M |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$4.65M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$4.44M |
| 5 |
Morgan Stanley
New York
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$2.63M |
| 2 |
LPL Financial
San Diego,
California
|
-$993K |
| 3 |
SG Americas Securities
New York
|
-$989K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$699K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$607K |
PWV Hedge Fund Activity: Q4 2016 in Review
91 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2016, worth a combined $524M — up 23% from $426M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PWV positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 29 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $20.2M. The largest seller was Wharton Business Group, cutting an estimated $2.63M.
- 91 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2016, up from 85 in Q3 2016.
- Funds reported $524M of Invesco Large Cap Value ETF stock for Q4 2016, up 23% quarter-over-quarter.
- 16 funds opened new Invesco Large Cap Value ETF positions in Q4 2016 and 10 closed out, a net change of +6 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2016 was PNC Financial Services Group, an estimated $20.2M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2016 was Wharton Business Group, an estimated $2.63M sold.
Based on aggregated 13F filings for Q4 2016.