Invesco Large Cap Value ETF
134 hedge funds and large institutions have $483M invested in Invesco Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 13 closing their positions.
1.71% more ownership
Funds ownership: 60.59% → 62.29% (+1.7%)
3% more capital invested
Capital invested by funds: $467M → $483M (+$16M)
4% less funds holding
Funds holding: 139 → 134 (-5)
25% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 40
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$19.4M |
| 2 |
FCM
Firestone Capital Management
Coral Gables,
Florida
|
+$1.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 4 |
Morgan Stanley
New York
|
+$1.11M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
-$8.73M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.75M |
| 3 |
T
TCWP
Beachwood,
Ohio
|
-$3.53M |
| 4 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$2.54M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.14M |
PWV Hedge Fund Activity: Q2 2023 in Review
134 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2023, worth a combined $483M — up 3.4% from $467M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PWV and 8 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 30 added.
The largest buyer was Atlas Private Wealth Advisors, adding an estimated $19.4M. The largest seller was SimpliFi Inc, cutting an estimated $8.73M.
- 134 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2023, down from 139 in Q1 2023.
- Funds reported $483M of Invesco Large Cap Value ETF stock for Q2 2023, up 3.4% quarter-over-quarter.
- 8 funds opened new Invesco Large Cap Value ETF positions in Q2 2023 and 13 closed out, a net change of -5 holders.
- The largest Invesco Large Cap Value ETF buyer in Q2 2023 was Atlas Private Wealth Advisors, an estimated $19.4M added.
- The largest Invesco Large Cap Value ETF seller in Q2 2023 was SimpliFi Inc, an estimated $8.73M sold.
Based on aggregated 13F filings for Q2 2023.