Invesco Large Cap Value ETF
113 hedge funds and large institutions have $394M invested in Invesco Large Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 8 closing their positions.
9% more capital invested
Capital invested by funds: $363M → $394M (+$30.9M)
2.17% more ownership
Funds ownership: 53.78% → 55.95% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 114 → 113 (-1)
34% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$10.9M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.01M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.01M |
| 5 |
LPL Financial
San Diego,
California
|
+$660K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.29M |
| 2 |
FPFS
First Personal Financial Services
Charlotte,
North Carolina
|
-$2.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.25M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.16M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.22M |
PWV Hedge Fund Activity: Q1 2021 in Review
113 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2021, worth a combined $394M — up 8.5% from $363M a quarter earlier.
Fund positioning in PWV was balanced in Q1 2021: 8 funds opened new positions, 8 closed out, 25 added to existing stakes and 38 trimmed.
The largest buyer was Financial Perspectives, adding an estimated $10.9M. The largest seller was Morgan Stanley, cutting an estimated $5.29M.
- 113 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2021, down from 114 in Q4 2020.
- Funds reported $394M of Invesco Large Cap Value ETF stock for Q1 2021, up 8.5% quarter-over-quarter.
- 8 funds opened new Invesco Large Cap Value ETF positions in Q1 2021 and 8 closed out, a net change of 0 holders.
- The largest Invesco Large Cap Value ETF buyer in Q1 2021 was Financial Perspectives, an estimated $10.9M added.
- The largest Invesco Large Cap Value ETF seller in Q1 2021 was Morgan Stanley, an estimated $5.29M sold.
Based on aggregated 13F filings for Q1 2021.