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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

91 hedge funds and large institutions have $524M invested in Invesco Large Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
16
Increased
29
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$21M
2
Bank of America
Bank of America
North Carolina
+$6.47M
3
CFB
Cullen/Frost Bankers
Texas
+$4.83M
4
JFA
JNBA Financial Advisors
Minnesota
+$4.62M
5
Morgan Stanley
Morgan Stanley
New York
+$4.23M

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
-$2.73M
2
LPL Financial
LPL Financial
California
-$1.04M
3
SG Americas Securities
SG Americas Securities
New York
-$989K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$725K
5
UBS Group
UBS Group
Switzerland
-$630K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$372K +$31.1K +917 +9%
GC
52
Grimes & Company
Massachusetts
$366K -$54K -1,600 -13%
IA
53
IFP Advisors
Florida
$366K +$41.9K +1,242 +13%
US Bancorp
54
US Bancorp
Minnesota
$326K +$17.6K +521 +6%
CWM
55
Cornerstone Wealth Management
Missouri
$303K -$8.54K -251 -3%
FAAS
56
First Allied Advisory Services
California
$300K -$810 -24 -0.3%
CA
57
Cetera Advisors
Colorado
$296K +$774 +23 +0.3%
SB
58
Simmons Bank
Arkansas
$288K -$22.2K -657 -7%
SFA
59
Sequoia Financial Advisors
Ohio
$274K -$32.4K -962 -11%
VWA
60
V Wealth Advisors
Kansas
$258K – – –
NFG
61
Next Financial Group
Texas
$255K +$573 +17 +0.2%
FHA
62
Flagship Harbor Advisors
Massachusetts
$248K +$248K +7,256 New
Creative Planning
63
Creative Planning
Kansas
$238K – – –
MA
64
MCF Advisors
Kentucky
$219K – – –
CS
65
Credit Suisse
Switzerland
$212K +$212K +6,276 New
WP
66
WealthSource Partners
California
$207K +$207K +6,125 New
TAIM
67
TD Ameritrade Investment Management
Nebraska
$190K -$19.4K -577 -9%
EA
68
Edge Advisors
Georgia
$160K +$160K +4,765 New
BFEC
69
Benjamin F. Edwards & Company
Missouri
$140K – – –
ECM
70
Exchange Capital Management
Michigan
$136K -$3.72K -110 -3%
BCMIO
71
Beacon Capital Management Inc (Ohio)
Ohio
$123K -$102K -3,021 -45%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$118K +$19.9K +600 +20%
BIMC
73
Benson Investment Management Company
Virginia
$113K +$113K +3,341 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$104K +$43.2K +1,281 +71%
UBS AM
75
UBS AM
Illinois
$63K +$63K +1,855 New
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