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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

112 hedge funds and large institutions have $686M invested in Invesco Large Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-6
Holders Change %
-5.08%
% of All Funds
2.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
9
Increased
34
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$8.84M
2
CS
Credit Suisse
Switzerland
+$5.75M
3
UBS Group
UBS Group
Switzerland
+$3.1M
4
GFPC
Global Financial Private Capital
Florida
+$1.11M
5
CWM
CMH Wealth Management
New Hampshire
+$987K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$9.87M
2
KSA
Ken Stern & Associates
California
-$6.01M
3
Bank of America
Bank of America
North Carolina
-$5.43M
4
Lido Advisors
Lido Advisors
California
-$4.58M
5
CFB
Cullen/Frost Bankers
Texas
-$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$3.99M +$7.77K +218 +0.2%
GFPC
27
Global Financial Private Capital
Florida
$3.81M +$1.11M +31,060 +41%
Citigroup
28
Citigroup
New York
$3.8M +$218K +6,126 +6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.12M +$143K +4,025 +7%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.83M -$106K -2,981 -5%
AI
31
Atria Investments
North Carolina
$1.64M +$30.1K +844 +2%
Stifel Financial
32
Stifel Financial
Missouri
$1.62M -$36.2K -1,015 -2%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.62M – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.59M +$43.9K +1,232 +3%
RWMH
35
Riverpoint Wealth Management Holdings
Illinois
$1.4M +$74.7K +2,095 +6%
EWMCB
36
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.37M – – –
APA
37
American Portfolios Advisors
New York
$1.33M -$95.1K -2,668 -7%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.09M +$889K +24,914 +446%
PT
39
Plimoth Trust
Massachusetts
$1.03M +$499 +14 +0%
Jane Street
40
Jane Street
New York
$987K -$333K -9,339 -25%
TRCT
41
Tower Research Capital (TRC)
New York
$773K +$339K +9,514 +78%
AW
42
ACG Wealth
Georgia
$635K -$20.9K -586 -3%
CF
43
Centaurus Financial
California
$624K +$105K +2,953 +20%
OC
44
Oppenheimer & Co
New York
$598K -$3.46K -97 -0.6%
SG Americas Securities
45
SG Americas Securities
New York
$588K -$171K -4,797 -23%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$582K – – –
APSP
47
Asset Planning Services (Pennsylvania)
Pennsylvania
$579K +$1.39K +39 +0.2%
PFS
48
Prospera Financial Services
Texas
$496K -$2.03K -57 -0.4%
BFC
49
Bedel Financial Consulting
Indiana
$447K – – –
FHC
50
First Heartland Consultants
Missouri
$427K -$49.7K -1,394 -10%
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