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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

129 hedge funds and large institutions have $469M invested in Invesco Large Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
SimpliFi Inc
California
$10.6M
2
MAG
MRA Advisory Group
New Jersey
$7.33M
3
FCM
Firestone Capital Management
Florida
$1.89M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.88M
5
Osaic Holdings
Osaic Holdings
Arizona
$11.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$180M
2
TFS
TrustCore Financial Services
Tennessee
$6.16M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$19.5M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
26
Main Street Financial Solutions
Pennsylvania
$2.12M – – –
HFW
27
Horizon Family Wealth
Illinois
$2.1M +$2.1M +43,128 New
JFA
28
JNBA Financial Advisors
Minnesota
$2.03M -$32.6K -669 -2%
AAS
29
Ameritas Advisory Services
Nebraska
$1.94M +$1.94M +39,767 New
FCM
30
Firestone Capital Management
Florida
$1.89M +$1.89M +38,815 New
EWMCB
31
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.84M – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.75M -$145K -2,965 -8%
PA
33
Parallel Advisors
California
$1.73M – – –
RJA
34
Raymond James & Associates
Florida
$1.7M +$9.7K +199 +0.6%
AssetMark Inc
35
AssetMark Inc
California
$1.61M -$24.2K -497 -1%
PPWM
36
Paragon Private Wealth Management
Kentucky
$1.61M +$1.61M +32,990 New
CCM
37
Condor Capital Management
New Jersey
$1.61M -$7.17K -147 -0.4%
CPC
38
Consolidated Planning Corp
Georgia
$1.5M -$30.2K -619 -2%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$1.4M -$480K -9,843 -25%
AWA
40
Arkadios Wealth Advisors
Georgia
$1.4M +$415K +8,503 +42%
APA
41
American Portfolios Advisors
New York
$1.38M +$245K +5,019 +22%
Citigroup
42
Citigroup
New York
$1.23M -$333K -6,835 -21%
EA
43
Evolution Advisers
Virginia
$1.23M +$1.23M +25,165 New
WH
44
Willner & Heller
California
$1.17M +$1.17M +26,249 New
FPFS
45
First Personal Financial Services
North Carolina
$1.15M -$139K -2,841 -11%
Truist Financial
46
Truist Financial
North Carolina
$1.15M +$15.6K +320 +1%
SIA
47
Strategic Investment Advisors
Michigan
$1.12M -$67.3K -1,380 -6%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.01M +$109K +2,231 +12%
WWM
49
Western Wealth Management
Colorado
$1.01M +$1.01M +20,568 New
HighTower Advisors
50
HighTower Advisors
Illinois
$917K -$27.9K -571 -3%
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