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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

61 hedge funds and large institutions have $236M invested in Invesco Large Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
11
Increased
28
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
SII Investments
Wisconsin
$4.81M
2
RJA
2
Raymond James & Associates
Florida
$5M
3
DS
3
DRW Securities
Illinois
$3.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.3M
5
CS
5
Credit Suisse
Switzerland
$4M

Top Sellers

1
CFB
1
Cullen/Frost Bankers
Texas
$1.64M
2
VF
2
Virtu Financial
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.16M
5
FAAS
5
First Allied Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$770K +$28 +1 +0%
AW
27
ACG Wealth
Georgia
$764K -$3.24K -114 -0.4%
BCMIO
28
Beacon Capital Management Inc (Ohio)
Ohio
$692K +$692K +24,373 New
HighTower Advisors
29
HighTower Advisors
Illinois
$642K +$24K +845 +4%
PFS
30
Prospera Financial Services
Texas
$591K -$2.87K -101 -0.5%
MAS
31
Madden Advisory Services
Florida
$525K +$525K +18,465 New
NPC
32
National Planning Corporation
California
$487K +$51.4K +1,805 +12%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$484K +$10.7K +375 +2%
AIG
34
American International Group
New York
$385K +$28.6K +1,007 +8%
CWM
35
Concert Wealth Management
California
$358K -$1.11K -39 -0.3%
SFA
36
Sequoia Financial Advisors
Ohio
$353K +$353K +12,411 New
VC
37
Vicus Capital
Pennsylvania
$306K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$304K +$15.8K +556 +5%
VFS
39
VSR Financial Services
Kansas
$292K +$292K +10,278 New
BBA
40
BLB&B Advisors
Pennsylvania
$291K – – –
TAIM
41
TD Ameritrade Investment Management
Nebraska
$284K -$61.6K -2,169 -18%
JIR
42
James Investment Research
Ohio
$284K – – –
Goldman Sachs
43
Goldman Sachs
New York
$265K -$32.3K -1,136 -11%
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$254K – – –
BRWA
45
B. Riley Wealth Advisors
Florida
$201K +$45.8K +1,615 +30%
Ameriprise
46
Ameriprise
Minnesota
$177K +$341 +12 +0.2%
US Bancorp
47
US Bancorp
Minnesota
$145K -$114 -4 -0.1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$130K – – –
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$118K – – –
Deutsche Bank
50
Deutsche Bank
Germany
$63K -$138K -4,944 -69%
1
2
3