PWV icon

Invesco Large Cap Value ETF
PWV

Overview Fund Activity

91 hedge funds and large institutions have $524M invested in Invesco Large Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
16
Increased
29
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$21M
2
Bank of America
Bank of America
North Carolina
+$6.47M
3
CFB
Cullen/Frost Bankers
Texas
+$4.83M
4
JFA
JNBA Financial Advisors
Minnesota
+$4.62M
5
Morgan Stanley
Morgan Stanley
New York
+$4.23M

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
-$2.73M
2
LPL Financial
LPL Financial
California
-$1.04M
3
SG Americas Securities
SG Americas Securities
New York
-$989K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$725K
5
UBS Group
UBS Group
Switzerland
-$630K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$1.48M +$1.48M +43,732 New
SPC
27
Sigma Planning Corp
Michigan
$1.36M -$57.4K -1,701 -4%
RWMH
28
Riverpoint Wealth Management Holdings
Illinois
$1.33M +$1.33M +39,162 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.25M +$114K +3,375 +10%
VC
30
Vicus Capital
Pennsylvania
$1.07M +$1.07M +31,818 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.03M +$226K +6,710 +28%
EWM
32
Evercore Wealth Management
New York
$1.01M -$301K -8,916 -23%
MAS
33
Madden Advisory Services
Florida
$961K – – –
SI
34
SII Investments
Wisconsin
$891K -$26.2K -776 -3%
AW
35
ACG Wealth
Georgia
$626K – – –
OC
36
Oppenheimer & Co
New York
$606K -$7.99K -237 -1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$581K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$568K +$5.59K +166 +1%
Goldman Sachs
39
Goldman Sachs
New York
$564K +$1.31K +39 +0.2%
PFS
40
Prospera Financial Services
Texas
$552K -$17.7K -525 -3%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$551K +$104K +3,085 +23%
CWM
42
Concert Wealth Management
California
$518K +$16.7K +500 +3%
PAS
43
Partnervest Advisory Services
California
$510K -$2.53K -75 -0.5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$484K -$725K -21,527 -60%
WIP
45
Wellesley Investment Partners
Massachusetts
$483K +$52K +1,546 +12%
NPC
46
National Planning Corporation
California
$470K -$9.41K -277 -2%
APSP
47
Asset Planning Services (Pennsylvania)
Pennsylvania
$459K +$3.71K +110 +0.8%
CAN
48
Cetera Advisor Networks
California
$423K -$239K -7,082 -36%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$401K -$31.9K -945 -7%
Citadel Advisors
50
Citadel Advisors
Florida
$381K -$169K -5,021 -31%
1
2
3 4