Invesco Large Cap Value ETF
132 hedge funds and large institutions have $424M invested in Invesco Large Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 19 closing their positions.
0.13% more ownership
Funds ownership: 57.74% → 57.87% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less funds holding
Funds holding: 143 → 132 (-11)
13% less capital invested
Capital invested by funds: $485M → $424M (-$61.4M)
28% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 40
58% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.8M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$9.83M |
| 3 |
Morgan Stanley
New York
|
+$3.14M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.67M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.7M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.23M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.05M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.51M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.35M |
PWV Hedge Fund Activity: Q2 2022 in Review
132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2022, worth a combined $424M — down 13% from $485M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PWV and 8 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 29 added.
The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.7M sold.
- 132 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2022, down from 143 in Q1 2022.
- Funds reported $424M of Invesco Large Cap Value ETF stock for Q2 2022, down 13% quarter-over-quarter.
- 8 funds opened new Invesco Large Cap Value ETF positions in Q2 2022 and 19 closed out, a net change of -11 holders.
- The largest Invesco Large Cap Value ETF buyer in Q2 2022 was LPL Financial, an estimated $10.8M added.
- The largest Invesco Large Cap Value ETF seller in Q2 2022 was AE Wealth Management, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2022.