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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

72 hedge funds and large institutions have $372M invested in Invesco Large Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
9
Increased
32
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
WealthTrust-Arizona
Arizona
+$10.4M
2
UBS Group
UBS Group
Switzerland
+$4.33M
3
WBG
Wharton Business Group
Pennsylvania
+$4.3M
4
LPL Financial
LPL Financial
California
+$3.54M
5
CCM
Condor Capital Management
New Jersey
+$2.63M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.35M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.52M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.18M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
5
Wells Fargo
Wells Fargo
California
-$720K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWMCB
26
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.55M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.47M +$48K +1,559 +3%
CAN
28
Cetera Advisor Networks
California
$1.45M +$832K +26,990 +135%
Ameriprise
29
Ameriprise
Minnesota
$1.44M +$105K +3,414 +8%
ICAS
30
Investors Capital Advisory Services
Massachusetts
$1.29M – – –
AIG
31
American International Group
New York
$1.2M +$328K +10,651 +38%
SPC
32
Sigma Planning Corp
Michigan
$1.09M +$152K +4,945 +16%
MAS
33
Madden Advisory Services
Florida
$879K – – –
ECM
34
Exchange Capital Management
Michigan
$773K -$188K -6,091 -20%
AIM
35
Advantage Investment Management
Iowa
$639K -$396K -12,851 -38%
AW
36
ACG Wealth
Georgia
$628K – – –
OC
37
Oppenheimer & Co
New York
$617K -$40.7K -1,323 -6%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$568K +$477K +15,460 +522%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$548K -$1.09M -35,412 -67%
PFS
40
Prospera Financial Services
Texas
$523K +$76.3K +2,480 +17%
BCMIO
41
Beacon Capital Management Inc (Ohio)
Ohio
$510K -$94.4K -3,063 -16%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$488K +$23.9K +774 +5%
SFT
43
Simmons First Trust
Arkansas
$482K -$290K -9,410 -38%
Millennium Management
44
Millennium Management
New York
$481K +$84.3K +2,734 +21%
CWM
45
Concert Wealth Management
California
$424K – – –
PAG
46
Private Advisor Group
New Jersey
$385K +$385K +12,482 New
MIAN
47
Mariner Independent Advisor Network
Kansas
$352K +$352K +11,416 New
NPC
48
National Planning Corporation
California
$347K -$1.48K -47 -0.4%
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$275K – – –
TAIM
50
TD Ameritrade Investment Management
Nebraska
$258K -$1.66K -54 -0.6%
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