Invesco Large Cap Value ETF
118 hedge funds and large institutions have $406M invested in Invesco Large Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
1% more funds holding
Funds holding: 117 → 118 (+1)
0.45% less ownership
Funds ownership: 55.41% → 54.96% (-0.45%)
1% less capital invested
Capital invested by funds: $410M → $406M (-$4.11M)
16% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 37
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $333K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$948K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$943K |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$560K |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWMH
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
-$1.91M |
| 2 |
Morgan Stanley
New York
|
-$1.19M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.13M |
| 4 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$1.09M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$765K |
PWV Hedge Fund Activity: Q3 2021 in Review
118 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2021, worth a combined $406M — down 1% from $410M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PWV positions and 5 closed out — a net gain of 2 holders — while 31 added to existing stakes and 37 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.41M. The largest seller was Riverpoint Wealth Management Holdings, exiting entirely with an estimated $1.91M sold.
- 118 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2021, up from 117 in Q2 2021.
- Funds reported $406M of Invesco Large Cap Value ETF stock for Q3 2021, down 1% quarter-over-quarter.
- 7 funds opened new Invesco Large Cap Value ETF positions in Q3 2021 and 5 closed out, a net change of +2 holders.
- The largest Invesco Large Cap Value ETF buyer in Q3 2021 was LPL Financial, an estimated $1.41M added.
- The largest Invesco Large Cap Value ETF seller in Q3 2021 was Riverpoint Wealth Management Holdings, an estimated $1.91M sold.
Based on aggregated 13F filings for Q3 2021.