PWV icon

Invesco Large Cap Value ETF
PWV

Overview Fund Activity

54 hedge funds and large institutions have $193M invested in Invesco Large Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
23
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.68M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.1M
4
VF
4
Virtu Financial
New York
$1.96M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M

Top Sellers

1
SI
1
SII Investments
Wisconsin
$0
2
PFG
2
Pacific Financial Group
Washington
$17K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citigroup
4
Citigroup
New York
$931K
5
Bank of America
5
Bank of America
North Carolina
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$544K -$24.6K -945 -4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$431K +$431K +16,660 New
NPC
28
National Planning Corporation
California
$398K +$154K +5,939 +63%
CWM
29
Concert Wealth Management
California
$327K -$4.94K -190 -1%
AIG
30
American International Group
New York
$324K +$193K +7,473 +148%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$315K +$111K +4,279 +54%
VC
32
Vicus Capital
Pennsylvania
$279K +$279K +10,775 New
Goldman Sachs
33
Goldman Sachs
New York
$271K +$271K +10,469 New
BBA
34
BLB&B Advisors
Pennsylvania
$265K +$27.6K +1,064 +12%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$263K +$181 +7 +0.1%
JIR
36
James Investment Research
Ohio
$259K – – –
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$231K – – –
FAAS
38
First Allied Advisory Services
California
$212K -$14.1K -542 -6%
Deutsche Bank
39
Deutsche Bank
Germany
$186K +$186K +7,194 New
SFS
40
Signator Financial Services
Massachusetts
$170K -$25.9K -1,000 -13%
Ameriprise
41
Ameriprise
Minnesota
$161K +$311 +12 +0.2%
BRWA
42
B. Riley Wealth Advisors
Florida
$142K +$5.19K +200 +4%
US Bancorp
43
US Bancorp
Minnesota
$132K +$28.7K +1,108 +28%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$119K – – –
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$108K -$422K -16,225 -80%
HRIA
46
Haberer Registered Investment Advisor
Ohio
$39K – – –
GT
47
Glenmede Trust
Pennsylvania
$38K – – –
FWM
48
Focused Wealth Management
New York
$30K +$30K +1,154 New
FMII
49
Farmers & Merchants Investments Inc
Nebraska
$27K +$27K +1,059 New
NES
50
New England Securities
New York
$26K +$24.2K +925 +1,321%
1
2
3