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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

118 hedge funds and large institutions have $406M invested in Invesco Large Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
31
Reduced
37
Closed
5
Calls
–
Puts
$333K
Net Calls
-$333K
Net Calls Change
-$333K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.9M
2
Bank of America
2
Bank of America
North Carolina
$32.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.77M
4
WBG
4
Wharton Business Group
Pennsylvania
$9.18M
5
Citadel Advisors
5
Citadel Advisors
Florida
$407K

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.71M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$168M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
TFS
5
TrustCore Financial Services
Tennessee
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$636K +$140K +3,151 +28%
HWM
52
Howard Wealth Management
Connecticut
$599K – – –
TA
53
Tiedemann Advisors
New York
$598K – – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$579K +$24.7K +555 +4%
OC
55
Oppenheimer & Co
New York
$559K – – –
N
56
Natixis
France
$478K -$26.7K -600 -5%
BFC
57
Bedel Financial Consulting
Indiana
$478K – – –
APSP
58
Asset Planning Services (Pennsylvania)
Pennsylvania
$441K +$622 +14 +0.1%
Goldman Sachs
59
Goldman Sachs
New York
$437K +$18.4K +415 +4%
AW
60
ACG Wealth
Georgia
$431K -$164K -3,700 -28%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$417K +$85.8K +1,930 +26%
Citadel Advisors
62
Citadel Advisors
Florida
$407K +$407K +9,152 New
VWA
63
V Wealth Advisors
Kansas
$395K – – –
BFEC
64
Benjamin F. Edwards & Company
Missouri
$393K – – –
SI
65
Stephens Inc
Arkansas
$354K +$1.47K +33 +0.4%
ACM
66
Armbruster Capital Management
New York
$327K – – –
CFGS
67
Concourse Financial Group Securities
Alabama
$322K -$173K -3,886 -35%
WSTAM
68
Wilbanks Smith & Thomas Asset Management
Virginia
$289K – – –
MA
69
MCF Advisors
Kentucky
$289K – – –
HA
70
Harborview Advisors
Maine
$278K -$1.56K -35 -0.6%
FP
71
Financial Perspectives
Minnesota
$277K -$10.7K -241 -4%
LA
72
LexAurum Advisors
Kansas
$276K -$3.78K -85 -1%
GT
73
Greenleaf Trust
Michigan
$240K – – –
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$233K +$233K +5,240 New
BSW
75
Buckingham Strategic Wealth
Missouri
$228K -$132K -2,976 -37%
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