Invesco Large Cap Value ETF
125 hedge funds and large institutions have $602M invested in Invesco Large Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 16 closing their positions.
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
9% more funds holding
Funds holding: 115 → 125 (+10)
1.67% more ownership
Funds ownership: 52.6% → 54.27% (+1.7%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
15% less capital invested
Capital invested by funds: $710M → $602M (-$108M)
19% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$20.3M |
| 2 |
Jane Street
New York
|
+$17.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$15.1M |
| 4 |
VF
Virtu Financial
New York
|
+$5.98M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$29.9M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$17.5M |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$13.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.54M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.15M |
PWV Hedge Fund Activity: Q4 2018 in Review
125 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2018, worth a combined $602M — down 15% from $710M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PWV positions and 16 closed out — a net gain of 10 holders — while 26 added to existing stakes and 32 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $20.3M. The largest seller was Morgan Stanley, cutting an estimated $29.9M.
- 125 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2018, up from 115 in Q3 2018.
- Funds reported $602M of Invesco Large Cap Value ETF stock for Q4 2018, down 15% quarter-over-quarter.
- 26 funds opened new Invesco Large Cap Value ETF positions in Q4 2018 and 16 closed out, a net change of +10 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2018 was HighTower Advisors, an estimated $20.3M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2018 was Morgan Stanley, an estimated $29.9M sold.
Based on aggregated 13F filings for Q4 2018.