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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

118 hedge funds and large institutions have $406M invested in Invesco Large Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
31
Reduced
37
Closed
5
Calls
–
Puts
$333K
Net Calls
-$333K
Net Calls Change
-$333K

Top Buyers

1
LPL Financial
LPL Financial
California
$23.9M
2
Bank of America
Bank of America
North Carolina
$32.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.77M
4
WBG
Wharton Business Group
Pennsylvania
$9.18M
5
Citadel Advisors
Citadel Advisors
Florida
$407K

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.71M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
$0
3
Morgan Stanley
Morgan Stanley
New York
$168M
4
UBS Group
UBS Group
Switzerland
$23M
5
TFS
TrustCore Financial Services
Tennessee
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.73M -$20K -450 -1%
AIC
27
Ameritas Investment Company
Nebraska
$1.72M +$101K +2,266 +6%
EWMCB
28
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.68M – – –
PA
29
Parallel Advisors
California
$1.58M – – –
RJA
30
Raymond James & Associates
Florida
$1.54M +$3.96K +89 +0.3%
AssetMark Inc
31
AssetMark Inc
California
$1.49M +$52K +1,169 +4%
CCM
32
Condor Capital Management
New Jersey
$1.47M – – –
Citigroup
33
Citigroup
New York
$1.43M -$648K -14,564 -31%
CPC
34
Consolidated Planning Corp
Georgia
$1.4M +$41.8K +940 +3%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$1.31M +$325K +9,571 +33%
FPFS
36
First Personal Financial Services
North Carolina
$1.18M -$231K -5,197 -16%
SIA
37
Strategic Investment Advisors
Michigan
$1.08M -$12.6K -283 -1%
Truist Financial
38
Truist Financial
North Carolina
$1.04M +$16.4K +368 +2%
APA
39
American Portfolios Advisors
New York
$1.03M +$10.1K +228 +1%
AWA
40
Arkadios Wealth Advisors
Georgia
$895K +$295K +6,630 +49%
HighTower Advisors
41
HighTower Advisors
Illinois
$860K +$222 +5 +0%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$825K -$64.2K -1,443 -7%
PFS
43
Prospera Financial Services
Texas
$802K -$6.32K -142 -0.8%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$792K +$95.9K +2,157 +14%
EWM
45
Evercore Wealth Management
New York
$791K – – –
MML Investors Services
46
MML Investors Services
Massachusetts
$740K +$83.2K +1,871 +13%
Stifel Financial
47
Stifel Financial
Missouri
$737K -$78.4K -1,763 -10%
T
48
TNF
Montana
$706K +$706K +14,995 New
PAG
49
Private Advisor Group
New Jersey
$677K +$44 +1 +0%
IFWM
50
Institute for Wealth Management
Colorado
$645K +$978 +22 +0.2%
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