Invesco Large Cap Value ETF
130 hedge funds and large institutions have $479M invested in Invesco Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0.96% more ownership
Funds ownership: 62.29% → 63.25% (+0.96%)
1% less capital invested
Capital invested by funds: $483M → $479M (-$4.33M)
3% less funds holding
Funds holding: 134 → 130 (-4)
14% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 37
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.56M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.82M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$848K |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$772K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$671K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.86M |
| 2 |
Morgan Stanley
New York
|
-$4.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.46M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$793K |
PWV Hedge Fund Activity: Q3 2023 in Review
130 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2023, worth a combined $479M — down 0.9% from $483M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PWV and 5 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 32 added.
The largest buyer was Envestnet Asset Management, adding an estimated $2.56M. The largest seller was LPL Financial, cutting an estimated $4.86M.
- 130 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2023, down from 134 in Q2 2023.
- Funds reported $479M of Invesco Large Cap Value ETF stock for Q3 2023, down 0.9% quarter-over-quarter.
- 5 funds opened new Invesco Large Cap Value ETF positions in Q3 2023 and 9 closed out, a net change of -4 holders.
- The largest Invesco Large Cap Value ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $2.56M added.
- The largest Invesco Large Cap Value ETF seller in Q3 2023 was LPL Financial, an estimated $4.86M sold.
Based on aggregated 13F filings for Q3 2023.