Invesco Large Cap Value ETF
144 hedge funds and large institutions have $510M invested in Invesco Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
30% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 33
23% more capital invested
Capital invested by funds: $415M → $510M (+$94.5M)
10% more funds holding
Funds holding: 131 → 144 (+13)
2.11% more ownership
Funds ownership: 59.08% → 61.19% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.2M |
| 3 |
Morgan Stanley
New York
|
+$3.93M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.57M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Firestone Capital Management
Coral Gables,
Florida
|
-$1.65M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.43M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$995K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$891K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$673K |
PWV Hedge Fund Activity: Q4 2022 in Review
144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q4 2022, worth a combined $510M — up 23% from $415M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PWV positions and 5 closed out — a net gain of 16 holders — while 43 added to existing stakes and 33 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.7M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $1.65M sold.
- 144 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q4 2022, up from 131 in Q3 2022.
- Funds reported $510M of Invesco Large Cap Value ETF stock for Q4 2022, up 23% quarter-over-quarter.
- 21 funds opened new Invesco Large Cap Value ETF positions in Q4 2022 and 5 closed out, a net change of +16 holders.
- The largest Invesco Large Cap Value ETF buyer in Q4 2022 was LPL Financial, an estimated $10.7M added.
- The largest Invesco Large Cap Value ETF seller in Q4 2022 was Firestone Capital Management, an estimated $1.65M sold.
Based on aggregated 13F filings for Q4 2022.