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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

129 hedge funds and large institutions have $469M invested in Invesco Large Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
SimpliFi Inc
California
$10.6M
2
MAG
2
MRA Advisory Group
New Jersey
$7.33M
3
FCM
3
Firestone Capital Management
Florida
$1.89M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.88M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$180M
2
TFS
2
TrustCore Financial Services
Tennessee
$6.16M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$19.5M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
Stephens Inc
Arkansas
$390K +$1.85K +38 +0.5%
CFGS
77
Concourse Financial Group Securities
Alabama
$353K – – –
EIP
78
Ellis Investment Partners
Pennsylvania
$313K +$313K +6,438 New
FP
79
Financial Perspectives
Minnesota
$312K +$8.29K +170 +3%
WPC
80
Wedmont Private Capital
Pennsylvania
$303K +$303K +6,000 New
LA
81
LexAurum Advisors
Kansas
$274K -$29.3K -600 -10%
SPC
82
Sigma Planning Corp
Michigan
$271K +$27.2K +558 +11%
MAC
83
Mason & Associates (California)
California
$264K +$264K +5,420 New
GT
84
Greenleaf Trust
Michigan
$263K – – –
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$255K – – –
BSW
86
Buckingham Strategic Wealth
Missouri
$250K – – –
SW
87
SVB Wealth
Massachusetts
$222K – – –
IWA
88
IVC Wealth Advisors
Pennsylvania
$220K – – –
CWM
89
Cornerstone Wealth Management
Missouri
$219K +$219K +4,459 New
Creative Planning
90
Creative Planning
Kansas
$207K +$207K +4,250 New
ARC
91
Advisor Resource Council
Texas
$204K +$204K +4,195 New
CCG
92
Cypress Capital Group
Florida
$202K +$202K +4,140 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$182K +$4.83K +99 +3%
EVM
94
Eaton Vance Management
Massachusetts
$163K – – –
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$160K – – –
US Bancorp
96
US Bancorp
Minnesota
$159K +$33.8K +694 +27%
BAM
97
Belpointe Asset Management
Nevada
$153K – – –
EWM
98
EPG Wealth Management
Georgia
$146K – – –
CT
99
Cambridge Trust
Massachusetts
$145K +$145K +2,966 New
IFAM
100
Institutional & Family Asset Management
Colorado
$122K – – –
2 3
4
5 6