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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

80 hedge funds and large institutions have $328M invested in Invesco Large Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
27
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
CS
2
Credit Suisse
Switzerland
$5.16M
3
VF
3
Virtu Financial
New York
$2.58M
4
FFS
4
Founders Financial Securities
Maryland
$2.15M
5
HI
5
Horizon Investments
North Carolina
$5.95M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$898K
2
Wells Fargo
2
Wells Fargo
California
$41.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$563K
4
LPL Financial
4
LPL Financial
California
$10.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.35M +$29.8K +1,062 +2%
ICAS
27
Investors Capital Advisory Services
Massachusetts
$1.17M – – –
SFA
28
Sequoia Financial Advisors
Ohio
$1.16M -$91.2K -3,258 -7%
SPC
29
Sigma Planning Corp
Michigan
$1.12M +$38.2K +1,365 +4%
MIAN
30
Mariner Independent Advisor Network
Kansas
$989K +$212K +7,579 +27%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$898K -$18.8M -671,382 -95%
SG Americas Securities
32
SG Americas Securities
New York
$880K +$880K +31,425 New
MAS
33
Madden Advisory Services
Florida
$798K – – –
AIG
34
American International Group
New York
$771K -$586K -20,931 -43%
Jane Street
35
Jane Street
New York
$656K +$238K +8,499 +57%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$563K -$3.94M -140,686 -87%
AW
37
ACG Wealth
Georgia
$562K -$4.76K -170 -0.8%
OC
38
Oppenheimer & Co
New York
$554K -$6.67K -238 -1%
ECM
39
Exchange Capital Management
Michigan
$547K -$147K -5,238 -21%
Goldman Sachs
40
Goldman Sachs
New York
$511K +$511K +18,249 New
HF
41
HRT Financial
New York
$493K +$493K +17,618 New
PFS
42
Prospera Financial Services
Texas
$467K -$18.2K -650 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$434K -$8.4K -300 -2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$416K +$416K +14,854 New
APSP
45
Asset Planning Services (Pennsylvania)
Pennsylvania
$415K +$2.55K +91 +0.6%
CWM
46
Concert Wealth Management
California
$399K +$40.7K +1,448 +11%
VKH
47
Virtu KCG Holdings
New York
$367K +$367K +13,120 New
GC
48
Grimes & Company
Massachusetts
$349K – – –
PAS
49
Partnervest Advisory Services
California
$343K +$109K +3,880 +46%
NPC
50
National Planning Corporation
California
$331K +$3.75K +124 +1%
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