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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

75 hedge funds and large institutions have $351M invested in Invesco Large Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
11
Increased
29
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.9M
3
UCFA
3
United Capital Financial Advisors
Texas
$2.97M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$21.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
SI
2
SII Investments
Wisconsin
$2.31M
3
MFS
3
MSI Financial Services
Massachusetts
$2.24M
4
Bank of America
4
Bank of America
North Carolina
$24.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$277K +$81.5K +2,673 +42%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$272K – – –
FAAS
53
First Allied Advisory Services
California
$270K +$270K +8,885 New
CA
54
Cetera Advisors
Colorado
$260K +$45.3K +1,493 +21%
PAS
55
Partnervest Advisory Services
California
$254K +$254K +8,348 New
VC
56
Vicus Capital
Pennsylvania
$226K -$89.6K -2,943 -28%
Millennium Management
57
Millennium Management
New York
$225K -$251K -8,229 -53%
US Bancorp
58
US Bancorp
Minnesota
$176K -$27.5K -907 -14%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$137K +$28.3K +926 +26%
LWA
60
Lenox Wealth Advisors
New York
$66K +$66K +2,162 New
GT
61
Glenmede Trust
Pennsylvania
$45K – – –
FWM
62
Focused Wealth Management
New York
$36K +$241 +8 +0.7%
BCI
63
Brinker Capital Investments
Pennsylvania
$34K -$6.52K -215 -16%
GWM
64
Gupta Wealth Management
California
$32K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$27.5K – – –
WBG
66
Wharton Business Group
Pennsylvania
$23.9K +$2.19K +71,930 +10%
FMII
67
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
GAM
68
Gemmer Asset Management
California
$14K +$91 +3 +0.7%
MAA
69
Managed Account Advisors
New Jersey
$11K – – –
WA
70
WFG Advisors
Texas
$10K +$62 +2 +0.6%
FNBT
71
FineMark National Bank & Trust
Florida
$7K – – –
TCM
72
Tradewinds Capital Management
Washington
$6K +$6K +190 New
CFA
73
Carroll Financial Associates
North Carolina
$1K +$1K +46 New
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45 – +9 +0.6%
RJFSA
75
Raymond James Financial Services Advisors
Florida
– -$6.16M -199,854 Closed
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