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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

88 hedge funds and large institutions have $390M invested in Invesco Large Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
7
Increased
37
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.7M
2
GC
Gratus Capital
Georgia
+$5.39M
3
Bank of America
Bank of America
North Carolina
+$4.89M
4
PAG
Private Advisor Group
New Jersey
+$2M
5
Ameriprise
Ameriprise
Minnesota
+$1.67M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.89M
2
CS
Credit Suisse
Switzerland
-$1.81M
3
UBS Group
UBS Group
Switzerland
-$1.5M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$1.18M
5
CAN
Cetera Advisor Networks
California
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Partnervest Advisory Services
California
$427K +$61.6K +2,047 +17%
CAN
52
Cetera Advisor Networks
California
$423K -$1.02M -33,822 -71%
Millennium Management
53
Millennium Management
New York
$417K +$29.5K +979 +8%
GC
54
Grimes & Company
Massachusetts
$374K – – –
SFA
55
Sequoia Financial Advisors
Ohio
$373K +$7.67K +255 +2%
Stifel Financial
56
Stifel Financial
Missouri
$361K +$31.4K +1,045 +10%
SB
57
Simmons Bank
Arkansas
$306K +$306K +10,170 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$285K +$139K +4,622 +95%
TH
59
Timber Hill
Connecticut
$282K +$27.1K +900 +11%
US Bancorp
60
US Bancorp
Minnesota
$268K +$46.6K +1,550 +21%
FAAS
61
First Allied Advisory Services
California
$267K +$120 +4 +0%
CA
62
Cetera Advisors
Colorado
$265K +$7.39K +246 +3%
VKH
63
Virtu KCG Holdings
New York
$258K -$107K -3,556 -29%
BCMIO
64
Beacon Capital Management Inc (Ohio)
Ohio
$238K -$78.8K -2,622 -25%
S
65
SignatureFD
Georgia
$238K – – –
VWA
66
V Wealth Advisors
Kansas
$228K +$228K +7,618 New
TAIM
67
TD Ameritrade Investment Management
Nebraska
$227K -$32.3K -1,074 -12%
MA
68
MCF Advisors
Kentucky
$195K – – –
Creative Planning
69
Creative Planning
Kansas
$180K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$124K -$16.6K -555 -12%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$89K – – –
IA
72
IFP Advisors
Florida
$82K -$616K -17,684 -88%
LWA
73
Lenox Wealth Advisors
New York
$66K +$479 +16 +0.7%
GT
74
Glenmede Trust
Pennsylvania
$44K – – –
FWM
75
Focused Wealth Management
New York
$37K +$152 +5 +0.4%
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