Invesco Large Cap Value ETF
117 hedge funds and large institutions have $410M invested in Invesco Large Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more capital invested
Capital invested by funds: $388M → $410M (+$21.6M)
4% more funds holding
Funds holding: 113 → 117 (+4)
1.09% more ownership
Funds ownership: 54.33% → 55.41% (+1.1%)
26% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
+$4.43M |
| 2 |
Morgan Stanley
New York
|
+$3.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.73M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.59M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$818K |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$790K |
| 4 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$625K |
| 5 |
FPFS
First Personal Financial Services
Charlotte,
North Carolina
|
-$431K |
PWV Hedge Fund Activity: Q2 2021 in Review
117 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2021, worth a combined $410M — up 5.6% from $388M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PWV positions and 4 closed out — a net gain of 5 holders — while 31 added to existing stakes and 42 trimmed.
The largest buyer was MRA Advisory Group, opening a new position worth an estimated $4.43M. The largest seller was PNC Financial Services Group, cutting an estimated $1.59M.
- 117 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2021, up from 113 in Q1 2021.
- Funds reported $410M of Invesco Large Cap Value ETF stock for Q2 2021, up 5.6% quarter-over-quarter.
- 9 funds opened new Invesco Large Cap Value ETF positions in Q2 2021 and 4 closed out, a net change of +5 holders.
- The largest Invesco Large Cap Value ETF buyer in Q2 2021 was MRA Advisory Group, an estimated $4.43M added.
- The largest Invesco Large Cap Value ETF seller in Q2 2021 was PNC Financial Services Group, an estimated $1.59M sold.
Based on aggregated 13F filings for Q2 2021.