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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

114 hedge funds and large institutions have $453M invested in Invesco Large Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
21
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$834K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$747K
3
PA
Parallel Advisors
California
+$715K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$691K
5
EWM
Evercore Wealth Management
New York
+$682K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7M
2
CS
Credit Suisse
Switzerland
-$6.2M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.75M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.53M -$957K -24,971 -27%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$2.43M -$190K -4,953 -7%
CS
28
Credit Suisse
Switzerland
$2.2M -$6.2M -161,741 -74%
AIC
29
Ameritas Investment Company
Nebraska
$2.17M +$647K +16,876 +43%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.85M -$144K -3,767 -7%
JFA
31
JNBA Financial Advisors
Minnesota
$1.62M – – –
RWMH
32
Riverpoint Wealth Management Holdings
Illinois
$1.55M +$7.59K +198 +0.5%
EWMCB
33
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.45M -$10.2K -265 -0.7%
APA
34
American Portfolios Advisors
New York
$1.13M -$49K -1,279 -4%
Stifel Financial
35
Stifel Financial
Missouri
$1.09M -$93.4K -2,440 -8%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.02M -$1.53M -39,811 -60%
MAS
37
Madden Advisory Services
Florida
$996K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$950K -$1.88M -49,072 -66%
PAG
39
Private Advisor Group
New Jersey
$898K -$17.3K -452 -2%
IWC
40
Integrated Wealth Concepts
Massachusetts
$834K +$834K +21,768 New
PA
41
Parallel Advisors
California
$767K +$715K +18,660 +1,382%
EWM
42
Evercore Wealth Management
New York
$682K +$682K +17,782 New
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$657K – – –
OC
44
Oppenheimer & Co
New York
$634K -$8.05K -210 -1%
APSP
45
Asset Planning Services (Pennsylvania)
Pennsylvania
$604K +$805 +21 +0.1%
VF
46
Virtu Financial
New York
$592K +$15.5K +404 +3%
IFWM
47
Institute for Wealth Management
Colorado
$576K -$77 -2 -0%
AW
48
ACG Wealth
Georgia
$567K – – –
KFA
49
Kays Financial Advisory
Georgia
$536K -$16.2K -423 -3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$522K -$3.76K -98 -0.7%
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