Invesco Large Cap Value ETF
PWV
114 hedge funds and large institutions have $363M invested in Invesco Large Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 42 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
7% more capital invested
Capital invested by funds: $341M → $363M (+$22.3M)
2% more funds holding
Funds holding: 112 → 114 (+2)
0.5% more ownership
Funds ownership: 53.28% → 53.78% (+0.5%)
50% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$894K |
| 2 |
TA
Tiedemann Advisors
New York
|
+$488K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$443K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$377K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$10.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.01M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.3M |
| 4 |
Morgan Stanley
New York
|
-$3.74M |
| 5 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
-$2.37M |
PWV Hedge Fund Activity: Q4 2020 in Review
114 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2020, worth a combined $363M — up 6.5% from $341M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PWV positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 42 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $894K. The largest seller was Wharton Business Group, cutting an estimated $10.9M.
- 114 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2020, up from 112 in Q3 2020.
- Funds reported $363M of Invesco Large Cap Value ETF stock for Q4 2020, up 6.5% quarter-over-quarter.
- 10 funds opened new Invesco Large Cap Value ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $894K added.
- The largest Invesco Large Cap Value ETF seller in Q4 2020 was Wharton Business Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2020.