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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

114 hedge funds and large institutions have $453M invested in Invesco Large Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
21
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$834K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$747K
3
PA
Parallel Advisors
California
+$715K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$691K
5
EWM
Evercore Wealth Management
New York
+$682K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7M
2
CS
Credit Suisse
Switzerland
-$6.2M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.75M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
51
Bedel Financial Consulting
Indiana
$481K – – –
CAN
52
Cetera Advisor Networks
California
$476K +$1.26K +33 +0.3%
FHC
53
First Heartland Consultants
Missouri
$460K +$498 +13 +0.1%
US Bancorp
54
US Bancorp
Minnesota
$456K -$1.57K -41 -0.3%
WP
55
WMS Partners
Maryland
$432K +$432K +11,280 New
HA
56
Harborview Advisors
Maine
$395K -$1.92K -50 -0.5%
Creative Planning
57
Creative Planning
Kansas
$367K – – –
VWA
58
V Wealth Advisors
Kansas
$362K +$81.9K +2,139 +29%
PFS
59
Prospera Financial Services
Texas
$337K -$107K -2,795 -24%
ARG
60
Advisory Resource Group
Oklahoma
$337K -$9.01K -235 -3%
SI
61
Stephens Inc
Arkansas
$330K +$1.15K +30 +0.3%
CWM
62
Cornerstone Wealth Management
Missouri
$324K -$38 -1 -0%
WIP
63
Wellesley Investment Partners
Massachusetts
$316K -$42.4K -1,108 -12%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$313K – – –
FAAS
65
First Allied Advisory Services
California
$281K -$57.8K -1,521 -17%
LA
66
LexAurum Advisors
Kansas
$274K +$9.4K +245 +4%
MA
67
MCF Advisors
Kentucky
$249K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$241K -$786K -20,520 -77%
GT
69
Greenleaf Trust
Michigan
$239K – – –
GIM
70
Goelzer Investment Management
Indiana
$227K +$227K +5,918 New
FHA
71
Flagship Harbor Advisors
Massachusetts
$226K -$18K -472 -7%
RFN
72
RDA Financial Network
Iowa
$218K -$1.95K -48 -0.9%
N
73
Natixis
France
$213K -$38 -1 -0%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$209K -$15.1K -394 -7%
PV
75
Private Vista
Illinois
$200K +$200K +5,226 New
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