Invesco Large Cap Value ETF
143 hedge funds and large institutions have $534M invested in Invesco Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
3% more funds holding
Funds holding: 139 → 143 (+4)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
20% less capital invested
Capital invested by funds: $671M → $534M (-$138M)
23.91% less ownership
Funds ownership: 83.76% → 59.85% (-24%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$5.07M |
| 2 |
Rockefeller Capital Management
New York
|
+$4.31M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.14M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.62M |
| 5 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$194M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$11.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.83M |
| 4 |
N
Natixis
Paris,
France
|
-$1.38M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.12M |
PWV Hedge Fund Activity: Q1 2024 in Review
143 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2024, worth a combined $534M — down 20% from $671M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PWV positions and 8 closed out — a net gain of 6 holders — while 36 added to existing stakes and 42 trimmed.
The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $5.07M. The largest seller was Morgan Stanley, cutting an estimated $194M.
- 143 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2024, up from 139 in Q4 2023.
- Funds reported $534M of Invesco Large Cap Value ETF stock for Q1 2024, down 20% quarter-over-quarter.
- 14 funds opened new Invesco Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +6 holders.
- The largest Invesco Large Cap Value ETF buyer in Q1 2024 was Regal Investment Advisors, an estimated $5.07M added.
- The largest Invesco Large Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2024.