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Invesco Large Cap Value ETF

69 hedge funds and large institutions have $350M invested in Invesco Large Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
17
Increased
26
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$170K +$10.7K +344 +7%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$110K +$62 +2 +0.1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$93K
IC
54
Intersect Capital
California
$80K +$80K +2,551 New
Deutsche Bank
55
Deutsche Bank
Germany
$70K
GT
56
Glenmede Trust
Pennsylvania
$46K
BCI
57
Brinker Capital Investments
Pennsylvania
$41K +$15.4K +491 +60%
FWM
58
Focused Wealth Management
New York
$37K +$219 +7 +0.6%
FMII
59
Farmers & Merchants Investments Inc
Nebraska
$21K
HRIA
60
Haberer Registered Investment Advisor
Ohio
$16K -$16K -500 -50%
WEC
61
Winslow Evans & Crocker
Massachusetts
$15.6K +$15.6K +500 New
Creative Planning
62
Creative Planning
Kansas
$14K
GAM
63
Gemmer Asset Management
California
$14K +$92 +3 +0.7%
WA
64
WFG Advisors
Texas
$13K +$10K +321 +334%
FNBT
65
FineMark National Bank & Trust
Florida
$7K
NES
66
New England Securities
New York
$5K
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189
BRWA
68
B. Riley Wealth Advisors
Florida
$163 +$163 +5,200 New
BF
69
BOK Financial
Oklahoma
-$1.69M -55,355 Closed
HighTower Advisors
70
HighTower Advisors
Illinois
-$1.11M -36,399 Closed
NFG
71
Next Financial Group
Texas
-$259K -8,511 Closed
PAG
72
Private Advisor Group
New Jersey
-$161K -5,299 Closed
PTC
73
Private Trust Company
Ohio
-$19K -620 Closed
RIA
74
Regal Investment Advisors
Michigan
-$12K -400 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
-$7K -222 Closed