Invesco Large Cap Value ETF
PWV
99 hedge funds and large institutions have $588M invested in Invesco Large Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more capital invested
Capital invested by funds: $524M → $588M (+$64M)
9% more funds holding
Funds holding: 91 → 99 (+8)
0.61% more ownership
Funds ownership: 46.58% → 47.18% (+0.61%)
31% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$23.5M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$9M |
| 3 |
KSA
Ken Stern & Associates
San Diego,
California
|
+$5.7M |
| 4 |
Morgan Stanley
New York
|
+$5.55M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.65M |
| 2 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$3.04M |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$1.8M |
| 4 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$1.13M |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$950K |
PWV Hedge Fund Activity: Q1 2017 in Review
99 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2017, worth a combined $588M — up 12% from $524M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PWV positions and 6 closed out — a net gain of 9 holders — while 24 added to existing stakes and 35 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $23.5M. The largest seller was Bank of America, cutting an estimated $4.65M.
- 99 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2017, up from 91 in Q4 2016.
- Funds reported $588M of Invesco Large Cap Value ETF stock for Q1 2017, up 12% quarter-over-quarter.
- 15 funds opened new Invesco Large Cap Value ETF positions in Q1 2017 and 6 closed out, a net change of +9 holders.
- The largest Invesco Large Cap Value ETF buyer in Q1 2017 was PNC Financial Services Group, an estimated $23.5M added.
- The largest Invesco Large Cap Value ETF seller in Q1 2017 was Bank of America, an estimated $4.65M sold.
Based on aggregated 13F filings for Q1 2017.