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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

99 hedge funds and large institutions have $588M invested in Invesco Large Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
15
Increased
24
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$23.8M
2
FIG
FundX Investment Group
California
+$9.11M
3
KSA
Ken Stern & Associates
California
+$5.76M
4
Morgan Stanley
Morgan Stanley
New York
+$5.62M
5
Ameriprise
Ameriprise
Minnesota
+$2.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.71M
2
CWM
CMH Wealth Management
New Hampshire
-$3.03M
3
GC
Gratus Capital
Georgia
-$1.82M
4
UWPG
Ullmann Wealth Partners Group
Florida
-$1.15M
5
CFB
Cullen/Frost Bankers
Texas
-$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFEC
26
First Financial Equity Corporation
Arizona
$1.96M +$1.96M +55,613 New
Stifel Financial
27
Stifel Financial
Missouri
$1.8M +$1.42M +40,115 +366%
EWMCB
28
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.75M – – –
SPC
29
Sigma Planning Corp
Michigan
$1.65M +$226K +6,394 +16%
AI
30
Atria Investments
North Carolina
$1.51M -$37.9K -1,073 -2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.45M +$137K +3,875 +10%
RWMH
32
Riverpoint Wealth Management Holdings
Illinois
$1.37M +$1.09K +31 +0.1%
RAM
33
Riggs Asset Management
Pennsylvania
$1.26M +$1.26M +35,777 New
PAG
34
Private Advisor Group
New Jersey
$1.07M -$935K -26,679 -47%
VC
35
Vicus Capital
Pennsylvania
$1.06M -$63.7K -1,804 -6%
EWM
36
Evercore Wealth Management
New York
$1.06M -$2.93K -83 -0.3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$997K -$85.8K -2,430 -8%
SI
38
SII Investments
Wisconsin
$980K +$46.4K +1,312 +5%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$972K +$552K +15,631 +131%
MAS
40
Madden Advisory Services
Florida
$918K -$89.4K -2,530 -9%
UFF
41
USA Financial Formulas
Michigan
$874K +$874K +24,726 New
IAA
42
Independent Advisor Alliance
North Carolina
$723K +$723K +20,626 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$709K +$100K +2,834 +16%
APSP
44
Asset Planning Services (Pennsylvania)
Pennsylvania
$683K +$202K +5,715 +42%
TRCT
45
Tower Research Capital (TRC)
New York
$654K +$654K +18,524 New
AW
46
ACG Wealth
Georgia
$650K -$6.01K -170 -0.9%
OC
47
Oppenheimer & Co
New York
$615K -$20K -566 -3%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$593K -$2.65K -75 -0.4%
WSTAM
49
Wilbanks Smith & Thomas Asset Management
Virginia
$577K – – –
PFS
50
Prospera Financial Services
Texas
$520K -$58.8K -1,663 -10%
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