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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

116 hedge funds and large institutions have $732M invested in Invesco Large Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
25
Increased
26
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
Quantitative Advantage
Minnesota
+$14.8M
2
Morgan Stanley
Morgan Stanley
New York
+$7.25M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.63M
4
Ameriprise
Ameriprise
Minnesota
+$2.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.45M

Top Sellers

1
SI
SII Investments
Wisconsin
-$4.51M
2
UWPG
Ullmann Wealth Partners Group
Florida
-$4M
3
WBG
Wharton Business Group
Pennsylvania
-$840K
4
PAG
Private Advisor Group
New Jersey
-$825K
5
TRCT
Tower Research Capital (TRC)
New York
-$814K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$3.86M +$114K +2,926 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.16M +$1.3M +33,614 +152%
Stifel Financial
28
Stifel Financial
Missouri
$2.03M -$18.4K -474 -0.9%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.02M +$120K +3,092 +6%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.75M +$461K +11,881 +36%
AI
31
Atria Investments
North Carolina
$1.68M -$30.4K -784 -2%
APA
32
American Portfolios Advisors
New York
$1.52M +$1.52M +39,223 New
EWMCB
33
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.49M -$332K -8,540 -18%
RWMH
34
Riverpoint Wealth Management Holdings
Illinois
$1.44M +$7.45K +192 +0.5%
GFPC
35
Global Financial Private Capital
Florida
$1.42M +$1.42M +36,513 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.41M +$62K +1,598 +5%
SI
37
SII Investments
Wisconsin
$1.38M -$4.51M -116,456 -77%
RAM
38
Riggs Asset Management
Pennsylvania
$1.3M +$2.14K +55 +0.2%
PT
39
Plimoth Trust
Massachusetts
$1.09M +$1.09M +27,971 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.06M -$203K -5,234 -16%
MAS
41
Madden Advisory Services
Florida
$1.01M – – –
AW
42
ACG Wealth
Georgia
$714K – – –
APSP
43
Asset Planning Services (Pennsylvania)
Pennsylvania
$696K -$46.9K -1,209 -6%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$691K +$12.6K +325 +2%
OC
45
Oppenheimer & Co
New York
$659K +$78 +2 +0%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$634K – – –
IFWM
47
Institute for Wealth Management
Colorado
$609K +$1.17K +30 +0.2%
Jane Street
48
Jane Street
New York
$556K +$556K +14,326 New
CF
49
Centaurus Financial
California
$533K +$533K +13,722 New
US Bancorp
50
US Bancorp
Minnesota
$522K -$5.08K -131 -1%
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