Invesco Large Cap Value ETF
116 hedge funds and large institutions have $732M invested in Invesco Large Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 12 closing their positions.
266% more capital inflows, than outflows
Capital inflows: $65.1M | Capital outflows: $17.8M
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
13% more funds holding
Funds holding: 103 → 116 (+13)
0.38% more ownership
Funds ownership: 48.12% → 48.5% (+0.38%)
38% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Quantitative Advantage
Minnetonka,
Minnesota
|
+$14.6M |
| 2 |
Morgan Stanley
New York
|
+$7.18M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.54M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SII Investments
Appleton,
Wisconsin
|
-$4.47M |
| 2 |
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$3.95M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$837K |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
-$806K |
| 5 |
Tower Research Capital (TRC)
New York
|
-$804K |
PWV Hedge Fund Activity: Q4 2017 in Review
116 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2017, worth a combined $732M — up 11% from $658M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PWV positions and 12 closed out — a net gain of 13 holders — while 26 added to existing stakes and 42 trimmed.
The largest buyer was Quantitative Advantage, opening a new position worth an estimated $14.6M. The largest seller was SII Investments, cutting an estimated $4.47M.
- 116 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2017, up from 103 in Q3 2017.
- Funds reported $732M of Invesco Large Cap Value ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 25 funds opened new Invesco Large Cap Value ETF positions in Q4 2017 and 12 closed out, a net change of +13 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2017 was Quantitative Advantage, an estimated $14.6M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2017 was SII Investments, an estimated $4.47M sold.
Based on aggregated 13F filings for Q4 2017.