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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

97 hedge funds and large institutions have $616M invested in Invesco Large Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
7
Increased
37
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.64M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.46M
3
SI
SII Investments
Wisconsin
+$4.82M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.83M
5
Ameriprise
Ameriprise
Minnesota
+$2.7M

Top Sellers

1
FIG
FundX Investment Group
California
-$9.11M
2
CWM
CMH Wealth Management
New Hampshire
-$1.76M
3
Bank of America
Bank of America
North Carolina
-$1.44M
4
SPC
Sigma Planning Corp
Michigan
-$1.15M
5
VC
Vicus Capital
Pennsylvania
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.83M +$2.83M +78,216 New
Stifel Financial
27
Stifel Financial
Missouri
$1.94M +$88.9K +2,460 +5%
EWMCB
28
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.8M – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.72M +$238K +6,585 +16%
AI
30
Atria Investments
North Carolina
$1.58M +$31K +856 +2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.34M +$346K +9,559 +35%
RWMH
32
Riverpoint Wealth Management Holdings
Illinois
$1.33M -$91.9K -2,525 -6%
RAM
33
Riggs Asset Management
Pennsylvania
$1.22M -$76.7K -2,117 -6%
PAG
34
Private Advisor Group
New Jersey
$1.11M -$1.6K -44 -0.1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.07M +$47.7K +1,317 +5%
MAS
36
Madden Advisory Services
Florida
$941K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$845K +$174K +4,817 +26%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$709K -$17K -470 -2%
APSP
39
Asset Planning Services (Pennsylvania)
Pennsylvania
$692K -$7.97K -220 -1%
AW
40
ACG Wealth
Georgia
$666K – – –
OC
41
Oppenheimer & Co
New York
$628K -$1.96K -54 -0.3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$611K +$3.55K +98 +0.6%
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$591K – – –
IFWM
44
Institute for Wealth Management
Colorado
$565K +$565K +15,634 New
SPC
45
Sigma Planning Corp
Michigan
$540K -$1.15M -31,766 -68%
CBT
46
Central Bank & Trust
Kentucky
$532K – – –
US Bancorp
47
US Bancorp
Minnesota
$532K +$199K +5,486 +60%
NPC
48
National Planning Corporation
California
$514K -$6.75K -185 -1%
PFS
49
Prospera Financial Services
Texas
$513K -$20.3K -560 -4%
WIP
50
Wellesley Investment Partners
Massachusetts
$504K – – –
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