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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

59 hedge funds and large institutions have $234M invested in Invesco Large Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
2
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Advisors Preferred
Maryland
+$2.52M
2
U
UBS
Switzerland
+$1.67M
3
Wells Fargo
Wells Fargo
California
+$1.04M
4
CFB
Cullen/Frost Bankers
Texas
+$881K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$801K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.69M
2
DS
DRW Securities
Illinois
-$3.9M
3
CS
Credit Suisse
Switzerland
-$3.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$888K
5
SG Americas Securities
SG Americas Securities
New York
-$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
26
ACG Wealth
Georgia
$782K – – –
BCMIO
27
Beacon Capital Management Inc (Ohio)
Ohio
$686K -$23.5K -808 -3%
OC
28
Oppenheimer & Co
New York
$680K -$108K -3,725 -14%
SG Americas Securities
29
SG Americas Securities
New York
$678K -$305K -10,492 -31%
PFS
30
Prospera Financial Services
Texas
$576K -$28.3K -974 -5%
NPC
31
National Planning Corporation
California
$502K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$430K -$65.2K -2,240 -13%
VFS
33
VSR Financial Services
Kansas
$426K +$127K +4,369 +43%
CWM
34
Concert Wealth Management
California
$360K -$3.62K -125 -1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$338K +$26.4K +908 +8%
VC
36
Vicus Capital
Pennsylvania
$316K +$2.47K +85 +0.8%
BBA
37
BLB&B Advisors
Pennsylvania
$298K – – –
CS
38
Credit Suisse
Switzerland
$295K -$3.8M -130,623 -93%
JIR
39
James Investment Research
Ohio
$291K – – –
TAIM
40
TD Ameritrade Investment Management
Nebraska
$291K – – –
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$260K – – –
SFA
42
Sequoia Financial Advisors
Ohio
$245K -$116K -3,995 -32%
Ameriprise
43
Ameriprise
Minnesota
$245K +$64.2K +2,209 +35%
AIG
44
American International Group
New York
$207K -$187K -6,432 -47%
BRWA
45
B. Riley Wealth Advisors
Florida
$157K -$49K -1,685 -24%
US Bancorp
46
US Bancorp
Minnesota
$148K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$133K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$102K -$18.4K -635 -15%
Deutsche Bank
49
Deutsche Bank
Germany
$65K – – –
HRIA
50
Haberer Registered Investment Advisor
Ohio
$44K – – –
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2
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