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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 %
TAIM
76
TD Ameritrade Investment Management
Nebraska
$182K +$37.2K +970 +26%
SBSB
77
Sullivan, Bruyette, Speros & Blaney
Virginia
$146K +$146K +3,818 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$130K – – –
S
79
SignatureFD
Georgia
$117K – – –
MA
80
MUFG Americas
New York
$102K -$3.84K -100 -4%
IFAM
81
Institutional & Family Asset Management
Colorado
$96K – – –
RCA
82
Rowland Carmichael Advisors
Arizona
$91K – – –
IA
83
IFP Advisors
Florida
$90K +$90K +2,353 New
NFG
84
Next Financial Group
Texas
$86K -$208K -5,424 -71%
CFGS
85
Concourse Financial Group Securities
Alabama
$81K -$402K -10,494 -83%
UBS AM
86
UBS AM
Illinois
$71.1K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$70K +$14.3K +375 +26%
GWM
88
Geneos Wealth Management
Colorado
$69K +$22.7K +600 +49%
FWM
89
Focused Wealth Management
New York
$65K +$305 +8 +0.5%
BCMIO
90
Beacon Capital Management Inc (Ohio)
Ohio
$63K -$76 -2 -0.1%
CAN
91
Claraphi Advisory Network
United States
$63K +$63K +1,650 New
TL
92
TrueWealth LLC
Georgia
$49K – – –
PB
93
Pinnacle Bancorp
Nebraska
$48K – – –
GRP
94
Global Retirement Partners
California
$46K – – –
CFA
95
Carroll Financial Associates
North Carolina
$39K – – –
CIAS
96
Capital Investment Advisory Services
North Carolina
$29K – – –
BCI
97
Brinker Capital Investments
Pennsylvania
$28K – – –
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$27K +$27K +693 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$23K -$113K -2,960 -83%
WEC
100
Winslow Evans & Crocker
Massachusetts
$20K – – –
1 2 3
4
5