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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

97 hedge funds and large institutions have $616M invested in Invesco Large Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
7
Increased
37
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.64M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.46M
3
SI
SII Investments
Wisconsin
+$4.82M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.83M
5
Ameriprise
Ameriprise
Minnesota
+$2.7M

Top Sellers

1
FIG
FundX Investment Group
California
-$9.11M
2
CWM
CMH Wealth Management
New Hampshire
-$1.76M
3
Bank of America
Bank of America
North Carolina
-$1.44M
4
SPC
Sigma Planning Corp
Michigan
-$1.15M
5
VC
Vicus Capital
Pennsylvania
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
101
Independent Advisor Alliance
North Carolina
– -$723K -20,626 Closed
CWM
102
Concert Wealth Management
California
– -$518K -15,503 Closed
WP
103
WealthSource Partners
California
– -$213K -6,042 Closed
ST
104
Sageworth Trust
Pennsylvania
– -$31K -876 Closed
1 2 3 4
5