Invesco Large Cap Value ETF
143 hedge funds and large institutions have $485M invested in Invesco Large Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
11% more funds holding
Funds holding: 129 → 143 (+14)
3% more capital invested
Capital invested by funds: $469M → $485M (+$16.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.28% less ownership
Funds ownership: 58.02% → 57.74% (-0.28%)
40% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.21M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.19M |
| 4 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
+$3.25M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.34M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.57M |
| 4 |
FPFS
First Personal Financial Services
Charlotte,
North Carolina
|
-$1.11M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$549K |
PWV Hedge Fund Activity: Q1 2022 in Review
143 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2022, worth a combined $485M — up 3.5% from $469M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PWV positions and 5 closed out — a net gain of 18 holders — while 29 added to existing stakes and 48 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $12.6M. The largest seller was Morgan Stanley, cutting an estimated $14M.
- 143 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2022, up from 129 in Q4 2021.
- Funds reported $485M of Invesco Large Cap Value ETF stock for Q1 2022, up 3.5% quarter-over-quarter.
- 23 funds opened new Invesco Large Cap Value ETF positions in Q1 2022 and 5 closed out, a net change of +18 holders.
- The largest Invesco Large Cap Value ETF buyer in Q1 2022 was AE Wealth Management, an estimated $12.6M added.
- The largest Invesco Large Cap Value ETF seller in Q1 2022 was Morgan Stanley, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2022.