PWV icon

Invesco Large Cap Value ETF

115 hedge funds and large institutions have $710M invested in Invesco Large Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
15
Increased
28
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
76
IFP Advisors
Florida
$108K
MA
77
MUFG Americas
New York
$103K -$29.7K -796 -22%
IFAM
78
Institutional & Family Asset Management
Colorado
$93K
BCMIO
79
Beacon Capital Management Inc (Ohio)
Ohio
$92K -$3.77K -101 -4%
ECM
80
Exchange Capital Management
Michigan
$91K -$21.7K -580 -19%
RCA
81
Rowland Carmichael Advisors
Arizona
$89K
TAIM
82
TD Ameritrade Investment Management
Nebraska
$80K -$19.4K -522 -20%
BBA
83
Braun-Bostich & Associates
Pennsylvania
$78K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$77K
SPIA
85
Steward Partners Investment Advisory
New York
$76K
SWP
86
Stratos Wealth Partners
Ohio
$70K +$70K +1,871 New
UBS AM
87
UBS AM
Illinois
$69.3K
FWM
88
Focused Wealth Management
New York
$62K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$56K -$30.2K -809 -35%
PA
90
Parallel Advisors
California
$50K
PK
91
Pflug Koory
Nebraska
$48K
TL
92
TrueWealth LLC
Georgia
$47K
TNBTD
93
Trustmark National Bank Trust Department
Mississippi
$46K +$46K +1,226 New
GWM
94
Geneos Wealth Management
Colorado
$45K -$11K -300 -20%
GRP
95
Global Retirement Partners
California
$45K
CFA
96
Carroll Financial Associates
North Carolina
$38K +$36.3K +981 +2,133%
M
97
MOTCO
Texas
$37K
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$36.4K +$36.4K +975 New
BCI
99
Brinker Capital Investments
Pennsylvania
$27K
BlackRock
100
BlackRock
New York
$24K