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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

80 hedge funds and large institutions have $328M invested in Invesco Large Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
27
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.3M
2
CS
2
Credit Suisse
Switzerland
$5.16M
3
VF
3
Virtu Financial
New York
$2.58M
4
FFS
4
Founders Financial Securities
Maryland
$2.15M
5
HI
5
Horizon Investments
North Carolina
$5.95M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$898K
2
Wells Fargo
2
Wells Fargo
California
$41.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$563K
4
LPL Financial
4
LPL Financial
California
$10.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
51
Beacon Capital Management Inc (Ohio)
Ohio
$328K -$92.9K -3,312 -22%
TH
52
Timber Hill
Connecticut
$294K +$294K +10,480 New
SFT
53
Simmons First Trust
Arkansas
$290K -$24.6K -877 -8%
PAG
54
Private Advisor Group
New Jersey
$286K -$5.55K -198 -2%
TAIM
55
TD Ameritrade Investment Management
Nebraska
$258K – – –
FAAS
56
First Allied Advisory Services
California
$251K +$198 +7 +0.1%
Stifel Financial
57
Stifel Financial
Missouri
$250K -$25.6K -915 -9%
LNWWM
58
Laird Norton Wetherby Wealth Management
California
$250K – – –
CA
59
Cetera Advisors
Colorado
$241K +$112 +4 +0%
VFA
60
Voya Financial Advisors
Connecticut
$227K +$227K +8,224 New
VC
61
Vicus Capital
Pennsylvania
$224K +$15.9K +566 +8%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$189K -$65.6K -2,341 -26%
MFS
63
MSI Financial Services
Massachusetts
$176K -$1.89M -67,290 -91%
Creative Planning
64
Creative Planning
Kansas
$168K +$168K +6,000 New
US Bancorp
65
US Bancorp
Minnesota
$165K +$2.47K +88 +2%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$132K +$5.96K +212 +5%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$83K -$439K -15,660 -84%
FHA
68
First Horizon Advisors
Tennessee
$79K +$79K +2,821 New
LWA
69
Lenox Wealth Advisors
New York
$61K +$392 +14 +0.6%
GT
70
Glenmede Trust
Pennsylvania
$41K – – –
FWM
71
Focused Wealth Management
New York
$34K +$198 +7 +0.6%
GWM
72
Gupta Wealth Management
California
$30K – – –
WEC
73
Winslow Evans & Crocker
Massachusetts
$25.3K – – –
BCI
74
Brinker Capital Investments
Pennsylvania
$23K -$8.39K -300 -27%
FMII
75
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
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