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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

143 hedge funds and large institutions have $485M invested in Invesco Large Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
29
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$12.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.23M
3
LPL Financial
LPL Financial
California
$31.3M
4
MAG
MRA Advisory Group
New Jersey
$10.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$167M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.55M
3
Bank of America
Bank of America
North Carolina
$34.2M
4
FPFS
First Personal Financial Services
North Carolina
$44K
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$2.22M -$116K -2,375 -5%
SWM
27
Spire Wealth Management
Virginia
$2.18M -$11.3K -232 -0.5%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$2.13M – – –
HFW
29
Horizon Family Wealth
Illinois
$2.11M – – –
AWA
30
Arkadios Wealth Advisors
Georgia
$2.09M +$690K +14,117 +49%
AAS
31
Ameritas Advisory Services
Nebraska
$1.97M +$26.7K +546 +1%
FCM
32
Firestone Capital Management
Florida
$1.93M +$34.2K +700 +2%
EWMCB
33
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.85M – – –
JFA
34
JNBA Financial Advisors
Minnesota
$1.83M -$200K -4,098 -10%
PA
35
Parallel Advisors
California
$1.75M -$3.92K -79 -0.2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.62M -$134K -2,741 -8%
RJA
37
Raymond James & Associates
Florida
$1.6M -$103K -2,108 -6%
Citadel Advisors
38
Citadel Advisors
Florida
$1.6M +$1.6M +32,699 New
PPWM
39
Paragon Private Wealth Management
Kentucky
$1.58M – – –
Stifel Financial
40
Stifel Financial
Missouri
$1.56M +$748K +15,294 +92%
AssetMark Inc
41
AssetMark Inc
California
$1.54M -$77.8K -1,592 -5%
UFF
42
USA Financial Formulas
Michigan
$1.44M +$1.44M +29,526 New
APA
43
American Portfolios Advisors
New York
$1.4M +$17.1K +349 +1%
CPC
44
Consolidated Planning Corp
Georgia
$1.27M -$239K -4,886 -16%
TAIM
45
TD Ameritrade Investment Management
Nebraska
$1.26M -$145K -2,966 -10%
Truist Financial
46
Truist Financial
North Carolina
$1.23M +$72.7K +1,486 +6%
EA
47
Evolution Advisers
Virginia
$1.22M -$12.9K -264 -1%
WH
48
Willner & Heller
California
$1.17M -$114K -2,329 -9%
CCM
49
Condor Capital Management
New Jersey
$1.16M -$454K -9,274 -28%
CAN
50
Cetera Advisor Networks
California
$1.08M +$433K +8,857 +67%
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