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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

88 hedge funds and large institutions have $390M invested in Invesco Large Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
7
Increased
37
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.7M
2
GC
Gratus Capital
Georgia
+$5.39M
3
Bank of America
Bank of America
North Carolina
+$4.89M
4
PAG
Private Advisor Group
New Jersey
+$2M
5
Ameriprise
Ameriprise
Minnesota
+$1.67M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.89M
2
CS
Credit Suisse
Switzerland
-$1.81M
3
UBS Group
UBS Group
Switzerland
-$1.5M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$1.18M
5
CAN
Cetera Advisor Networks
California
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$1.35M +$1.35M +44,778 New
ICAS
27
Investors Capital Advisory Services
Massachusetts
$1.22M -$24.2K -805 -2%
SPC
28
Sigma Planning Corp
Michigan
$1.18M +$4.72K +157 +0.4%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1M -$503K -16,745 -33%
MFS
30
MSI Financial Services
Massachusetts
$990K +$3.01K +100 +0.3%
SG Americas Securities
31
SG Americas Securities
New York
$945K – – –
VFA
32
Voya Financial Advisors
Connecticut
$877K +$320K +10,606 +57%
MAS
33
Madden Advisory Services
Florida
$857K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$800K -$5.86K -195 -0.7%
FA
35
FDx Advisors
Illinois
$761K +$231K +7,672 +43%
Jane Street
36
Jane Street
New York
$704K -$378K -12,569 -35%
UCFA
37
United Capital Financial Advisors
Texas
$694K -$705K -23,453 -50%
AW
38
ACG Wealth
Georgia
$603K – – –
WIP
39
Wellesley Investment Partners
Massachusetts
$599K -$102K -3,380 -14%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$560K +$234K +7,790 +72%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$552K -$97.6K -3,245 -15%
OC
42
Oppenheimer & Co
New York
$549K -$45.4K -1,510 -8%
Goldman Sachs
43
Goldman Sachs
New York
$548K -$331 -11 -0.1%
PFS
44
Prospera Financial Services
Texas
$511K +$9.94K +331 +2%
NPC
45
National Planning Corporation
California
$505K +$159K +5,330 +46%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$498K +$32.3K +1,074 +7%
ECM
47
Exchange Capital Management
Michigan
$469K -$29.9K -995 -6%
Citadel Advisors
48
Citadel Advisors
Florida
$468K -$650K -21,625 -58%
CWM
49
Concert Wealth Management
California
$451K +$9.1K +300 +2%
APSP
50
Asset Planning Services (Pennsylvania)
Pennsylvania
$450K +$1.86K +62 +0.4%
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