Invesco Large Cap Value ETF
114 hedge funds and large institutions have $453M invested in Invesco Large Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 50 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
4% more funds holding
Funds holding: 110 → 114 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.01% less ownership
Funds ownership: 47.91% → 47.91% (-0.01%)
2% less capital invested
Capital invested by funds: $463M → $453M (-$10.8M)
58% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$814K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$728K |
| 3 |
PA
Parallel Advisors
San Francisco,
California
|
+$698K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$674K |
| 5 |
EWM
Evercore Wealth Management
New York
|
+$665K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.83M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.05M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.53M |
| 4 |
Morgan Stanley
New York
|
-$2.69M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.64M |
PWV Hedge Fund Activity: Q3 2019 in Review
114 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2019, worth a combined $453M — down 2.3% from $463M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PWV positions and 8 closed out — a net gain of 4 holders — while 21 added to existing stakes and 50 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $814K. The largest seller was PNC Financial Services Group, cutting an estimated $6.83M.
- 114 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2019, up from 110 in Q2 2019.
- Funds reported $453M of Invesco Large Cap Value ETF stock for Q3 2019, down 2.3% quarter-over-quarter.
- 12 funds opened new Invesco Large Cap Value ETF positions in Q3 2019 and 8 closed out, a net change of +4 holders.
- The largest Invesco Large Cap Value ETF buyer in Q3 2019 was Integrated Wealth Concepts, an estimated $814K added.
- The largest Invesco Large Cap Value ETF seller in Q3 2019 was PNC Financial Services Group, an estimated $6.83M sold.
Based on aggregated 13F filings for Q3 2019.