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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

99 hedge funds and large institutions have $588M invested in Invesco Large Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
15
Increased
24
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$23.8M
2
FIG
FundX Investment Group
California
+$9.11M
3
KSA
Ken Stern & Associates
California
+$5.76M
4
Morgan Stanley
Morgan Stanley
New York
+$5.62M
5
Ameriprise
Ameriprise
Minnesota
+$2.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.71M
2
CWM
CMH Wealth Management
New Hampshire
-$3.03M
3
GC
Gratus Capital
Georgia
-$1.82M
4
UWPG
Ullmann Wealth Partners Group
Florida
-$1.15M
5
CFB
Cullen/Frost Bankers
Texas
-$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
51
Central Bank & Trust
Kentucky
$519K +$519K +14,683 New
CWM
52
Concert Wealth Management
California
$518K – – –
NPC
53
National Planning Corporation
California
$502K +$15.5K +440 +3%
WIP
54
Wellesley Investment Partners
Massachusetts
$492K -$14.6K -414 -3%
CAN
55
Cetera Advisor Networks
California
$441K – – –
GC
56
Grimes & Company
Massachusetts
$383K – – –
IA
57
IFP Advisors
Florida
$380K -$3K -85 -0.8%
PAS
58
Partnervest Advisory Services
California
$366K -$169K -4,778 -32%
CWM
59
Cornerstone Wealth Management
Missouri
$350K +$36.3K +1,029 +12%
US Bancorp
60
US Bancorp
Minnesota
$325K -$17.3K -488 -5%
FAAS
61
First Allied Advisory Services
California
$314K +$35 +1 +0%
N
62
Natixis
France
$296K +$296K +8,385 New
CA
63
Cetera Advisors
Colorado
$279K -$29.9K -851 -10%
VWA
64
V Wealth Advisors
Kansas
$263K -$7.09K -200 -3%
FHA
65
Flagship Harbor Advisors
Massachusetts
$255K – – –
Creative Planning
66
Creative Planning
Kansas
$249K – – –
MA
67
MCF Advisors
Kentucky
$230K – – –
Brown Advisory
68
Brown Advisory
Maryland
$217K +$217K +6,155 New
WP
69
WealthSource Partners
California
$213K -$2.93K -83 -1%
SB
70
Simmons Bank
Arkansas
$207K -$95K -2,685 -31%
FHC
71
First Heartland Consultants
Missouri
$205K +$205K +5,809 New
TAIM
72
TD Ameritrade Investment Management
Nebraska
$196K -$3.35K -95 -2%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$143K -$3.32K -94 -2%
ECM
74
Exchange Capital Management
Michigan
$142K – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$126K – – –
1 2
3
4 5