Invesco Large Cap Value ETF
131 hedge funds and large institutions have $415M invested in Invesco Large Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.
1.21% more ownership
Funds ownership: 57.87% → 59.08% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 132 → 131 (-1)
2% less capital invested
Capital invested by funds: $424M → $415M (-$8.7M)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.87M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$6.07M |
| 3 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$1.67M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.45M |
| 5 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.49M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$688K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$588K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$552K |
| 5 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
-$387K |
PWV Hedge Fund Activity: Q3 2022 in Review
131 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2022, worth a combined $415M — down 2.1% from $424M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PWV and 8 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 35 added.
The largest buyer was Morgan Stanley, adding an estimated $8.87M. The largest seller was Wells Fargo, cutting an estimated $1.49M.
- 131 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2022, down from 132 in Q2 2022.
- Funds reported $415M of Invesco Large Cap Value ETF stock for Q3 2022, down 2.1% quarter-over-quarter.
- 8 funds opened new Invesco Large Cap Value ETF positions in Q3 2022 and 9 closed out, a net change of -1 holder.
- The largest Invesco Large Cap Value ETF buyer in Q3 2022 was Morgan Stanley, an estimated $8.87M added.
- The largest Invesco Large Cap Value ETF seller in Q3 2022 was Wells Fargo, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2022.