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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

112 hedge funds and large institutions have $686M invested in Invesco Large Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-6
Holders Change %
-5.08%
% of All Funds
2.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
9
Increased
34
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$8.84M
2
CS
Credit Suisse
Switzerland
+$5.75M
3
UBS Group
UBS Group
Switzerland
+$3.1M
4
GFPC
Global Financial Private Capital
Florida
+$1.11M
5
CWM
CMH Wealth Management
New Hampshire
+$987K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$9.87M
2
KSA
Ken Stern & Associates
California
-$6.01M
3
Bank of America
Bank of America
North Carolina
-$5.43M
4
Lido Advisors
Lido Advisors
California
-$4.58M
5
CFB
Cullen/Frost Bankers
Texas
-$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$419K -$59.4K -1,666 -12%
FAAS
52
First Allied Advisory Services
California
$418K +$61.1K +1,719 +17%
CAN
53
Cetera Advisor Networks
California
$410K -$64.3K -1,806 -14%
WIP
54
Wellesley Investment Partners
Massachusetts
$395K +$19.7K +552 +5%
GC
55
Grimes & Company
Massachusetts
$382K – – –
HA
56
Harborview Advisors
Maine
$372K +$60.9K +1,711 +20%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$344K -$37K -1,038 -10%
GT
58
Glenmede Trust
Pennsylvania
$343K +$279K +6,442 +434%
SPC
59
Sigma Planning Corp
Michigan
$331K -$17.2K -481 -5%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$272K -$7.87K -221 -3%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$269K – – –
VWA
62
V Wealth Advisors
Kansas
$267K – – –
N
63
Natixis
France
$264K +$178 +5 +0.1%
MA
64
MCF Advisors
Kentucky
$262K +$30K +841 +13%
Creative Planning
65
Creative Planning
Kansas
$252K – – –
PAG
66
Private Advisor Group
New Jersey
$243K -$498K -13,975 -67%
FHA
67
Flagship Harbor Advisors
Massachusetts
$242K -$23.2K -650 -9%
GT
68
Greenleaf Trust
Michigan
$222K -$6.59K -185 -3%
Comerica Bank
69
Comerica Bank
Texas
$208K – – –
VF
70
Virtu Financial
New York
$201K +$201K +5,631 New
MA
71
MUFG Americas
New York
$127K -$6.26K -175 -5%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$127K – – –
EA
73
Edge Advisors
Georgia
$123K – – –
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$116K – – –
S
75
SignatureFD
Georgia
$109K – – –
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3
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