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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

75 hedge funds and large institutions have $351M invested in Invesco Large Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
11
Increased
29
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.9M
3
UCFA
3
United Capital Financial Advisors
Texas
$2.97M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$21.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
SI
2
SII Investments
Wisconsin
$2.31M
3
MFS
3
MSI Financial Services
Massachusetts
$2.24M
4
Bank of America
4
Bank of America
North Carolina
$24.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.44M +$22.2K +728 +2%
SFA
27
Sequoia Financial Advisors
Ohio
$1.36M -$2.34M -76,904 -63%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.28M -$174K -5,723 -12%
ICAS
29
Investors Capital Advisory Services
Massachusetts
$1.27M -$3.05K -100 -0.2%
SPC
30
Sigma Planning Corp
Michigan
$1.18M +$101K +3,322 +9%
MAS
31
Madden Advisory Services
Florida
$869K – – –
MIAN
32
Mariner Independent Advisor Network
Kansas
$845K +$497K +16,304 +143%
ECM
33
Exchange Capital Management
Michigan
$755K -$10.1K -330 -1%
AW
34
ACG Wealth
Georgia
$616K -$4.87K -160 -0.8%
OC
35
Oppenheimer & Co
New York
$610K -$1.19K -39 -0.2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$568K +$6.1K +200 +1%
PFS
37
Prospera Financial Services
Texas
$528K +$10.3K +339 +2%
PAS
38
Park Avenue Securities
New York
$517K +$517K +16,777 New
AIM
39
Advantage Investment Management
Iowa
$511K -$121K -3,983 -19%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$481K -$1.16K -38 -0.2%
BCMIO
41
Beacon Capital Management Inc (Ohio)
Ohio
$457K -$46.9K -1,540 -9%
Jane Street
42
Jane Street
New York
$455K +$455K +14,925 New
APSP
43
Asset Planning Services (Pennsylvania)
Pennsylvania
$449K +$449K +14,721 New
CWM
44
Concert Wealth Management
California
$391K -$30.7K -1,000 -7%
GC
45
Grimes & Company
Massachusetts
$380K +$380K +12,451 New
SFT
46
Simmons First Trust
Arkansas
$342K -$134K -4,415 -28%
NPC
47
National Planning Corporation
California
$334K -$5.74K -186 -2%
PAG
48
Private Advisor Group
New Jersey
$317K -$63.6K -2,085 -17%
Stifel Financial
49
Stifel Financial
Missouri
$296K +$87.1K +2,900 +42%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$281K +$26K +854 +10%
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