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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

60 hedge funds and large institutions have $253M invested in Invesco Large Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
26
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$71.2M
2
Wells Fargo
Wells Fargo
California
$42.3M
3
CFB
Cullen/Frost Bankers
Texas
$4.02M
4
Bank of America
Bank of America
North Carolina
$28.4M
5
VF
Virtu Financial
New York
$1.06M

Top Sellers

1
AP
Advisors Preferred
Maryland
$0
2
SG Americas Securities
SG Americas Securities
New York
$0
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.6M
5
BBA
BLB&B Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFT
26
Simmons First Trust
Arkansas
$858K – – –
AW
27
ACG Wealth
Georgia
$815K – – –
CAN
28
Cetera Advisor Networks
California
$761K -$80.7K -2,668 -10%
OC
29
Oppenheimer & Co
New York
$689K -$19.5K -643 -3%
BCMIO
30
Beacon Capital Management Inc (Ohio)
Ohio
$674K -$40.5K -1,335 -6%
PFS
31
Prospera Financial Services
Texas
$605K +$4.34K +143 +0.7%
NPC
32
National Planning Corporation
California
$540K +$21.2K +700 +4%
VFS
33
VSR Financial Services
Kansas
$444K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$370K +$17.7K +584 +5%
CWM
35
Concert Wealth Management
California
$368K – – –
VC
36
Vicus Capital
Pennsylvania
$355K +$25.9K +854 +8%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$271K – – –
TAIM
38
TD Ameritrade Investment Management
Nebraska
$254K -$48.9K -1,615 -16%
CS
39
Credit Suisse
Switzerland
$232K -$75.8K -2,500 -25%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184K -$21.3K -700 -10%
BRWA
41
B. Riley Wealth Advisors
Florida
$164K – – –
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$157K +$50.6K +1,674 +48%
US Bancorp
43
US Bancorp
Minnesota
$155K – – –
JIR
44
James Investment Research
Ohio
$152K -$152K -5,000 -50%
NES
45
New England Securities
New York
$120K +$96.6K +3,196 +412%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$90K -$49.3K -1,622 -35%
Deutsche Bank
47
Deutsche Bank
Germany
$68K – – –
NFG
48
Next Financial Group
Texas
$64K +$64K +2,121 New
GT
49
Glenmede Trust
Pennsylvania
$44K – – –
Creative Planning
50
Creative Planning
Kansas
$38K +$608 +20 +2%
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