Invesco Large Cap Value ETF
158 hedge funds and large institutions have $630M invested in Invesco Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 36
11% more capital invested
Capital invested by funds: $569M → $630M (+$60.5M)
8% more funds holding
Funds holding: 146 → 158 (+12)
0.4% more ownership
Funds ownership: 63.17% → 63.57% (+0.4%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$10.4M |
| 2 |
Morgan Stanley
New York
|
+$10.3M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$3.76M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.08M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$5.08M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.64M |
| 3 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
-$2.12M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$1.24M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$788K |
PWV Hedge Fund Activity: Q3 2024 in Review
158 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2024, worth a combined $630M — up 11% from $569M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PWV positions and 3 closed out — a net gain of 15 holders — while 44 added to existing stakes and 36 trimmed.
The largest buyer was PFG Private Wealth Management, opening a new position worth an estimated $10.4M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $5.08M.
- 158 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2024, up from 146 in Q2 2024.
- Funds reported $630M of Invesco Large Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 18 funds opened new Invesco Large Cap Value ETF positions in Q3 2024 and 3 closed out, a net change of +15 holders.
- The largest Invesco Large Cap Value ETF buyer in Q3 2024 was PFG Private Wealth Management, an estimated $10.4M added.
- The largest Invesco Large Cap Value ETF seller in Q3 2024 was Atlas Private Wealth Advisors, an estimated $5.08M sold.
Based on aggregated 13F filings for Q3 2024.