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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

118 hedge funds and large institutions have $715M invested in Invesco Large Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.71%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
16
Increased
45
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$19.9M
2
Ameriprise
Ameriprise
Minnesota
+$12.1M
3
LPL Financial
LPL Financial
California
+$4.86M
4
Morgan Stanley
Morgan Stanley
New York
+$3.44M
5
Wells Fargo
Wells Fargo
California
+$2.92M

Top Sellers

1
QA
Quantitative Advantage
Minnesota
-$14.8M
2
Bank of America
Bank of America
North Carolina
-$6.24M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.82M
4
RAM
Riggs Asset Management
Pennsylvania
-$1.16M
5
CFB
Cullen/Frost Bankers
Texas
-$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.88M +$1.91M +54,229 +97%
Citigroup
27
Citigroup
New York
$3.66M +$31.4K +861 +0.9%
GFPC
28
Global Financial Private Capital
Florida
$2.77M +$1.44M +39,392 +108%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.03M +$132K +3,626 +7%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.99M +$340K +9,325 +21%
Stifel Financial
31
Stifel Financial
Missouri
$1.7M -$219K -5,984 -11%
AI
32
Atria Investments
North Carolina
$1.65M +$60.9K +1,668 +4%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.62M +$295K +8,072 +22%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.58M +$582K +15,934 +58%
APA
35
American Portfolios Advisors
New York
$1.46M +$28.9K +791 +2%
EWMCB
36
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.41M – – –
RWMH
37
Riverpoint Wealth Management Holdings
Illinois
$1.36M +$5.55K +152 +0.4%
Jane Street
38
Jane Street
New York
$1.35M +$828K +22,692 +158%
PT
39
Plimoth Trust
Massachusetts
$1.06M +$34.2K +938 +3%
MAS
40
Madden Advisory Services
Florida
$948K – – –
SG Americas Securities
41
SG Americas Securities
New York
$777K +$777K +21,300 New
PAG
42
Private Advisor Group
New Jersey
$759K +$423K +11,575 +126%
AW
43
ACG Wealth
Georgia
$671K – – –
OC
44
Oppenheimer & Co
New York
$615K -$4.34K -119 -0.7%
WSTAM
45
Wilbanks Smith & Thomas Asset Management
Virginia
$596K – – –
APSP
46
Asset Planning Services (Pennsylvania)
Pennsylvania
$591K -$63.7K -1,746 -10%
IFWM
47
Institute for Wealth Management
Colorado
$540K -$27K -745 -5%
CF
48
Centaurus Financial
California
$531K +$30.3K +831 +6%
PFS
49
Prospera Financial Services
Texas
$510K +$51.6K +1,415 +11%
MIAN
50
Mariner Independent Advisor Network
Kansas
$510K +$510K +13,975 New
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