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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

112 hedge funds and large institutions have $686M invested in Invesco Large Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-6
Holders Change %
-5.08%
% of All Funds
2.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
9
Increased
34
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$8.84M
2
CS
Credit Suisse
Switzerland
+$5.75M
3
UBS Group
UBS Group
Switzerland
+$3.1M
4
GFPC
Global Financial Private Capital
Florida
+$1.11M
5
CWM
CMH Wealth Management
New Hampshire
+$987K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$9.87M
2
KSA
Ken Stern & Associates
California
-$6.01M
3
Bank of America
Bank of America
North Carolina
-$5.43M
4
Lido Advisors
Lido Advisors
California
-$4.58M
5
CFB
Cullen/Frost Bankers
Texas
-$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
101
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
MWM
102
MinichMacGregor Wealth Management
New York
$15K +$15K +440 New
CFD
103
Creative Financial Designs
Indiana
$14K – – –
RAM
104
Riggs Asset Management
Pennsylvania
$8K -$54.5K -1,546 -87%
JA
105
JOYN Advisors
Georgia
$7K -$28.7K -804 -80%
SIS
106
Sound Income Strategies
Florida
$7K – – –
RCAG
107
Rehmann Capital Advisory Group
Michigan
$6.67K – – –
OIA
108
Optimum Investment Advisors
Illinois
$5K – – –
WP
109
WealthShield Partners
North Carolina
$4K +$4K +107 New
Bessemer Group
110
Bessemer Group
New Jersey
$4K +$4K +118 New
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$3K – – –
CFA
112
Carroll Financial Associates
North Carolina
$1K – – –
KSA
113
Ken Stern & Associates
California
– -$6.01M -164,631 Closed
Lido Advisors
114
Lido Advisors
California
– -$4.58M -125,611 Closed
MAS
115
Madden Advisory Services
Florida
– -$948K -25,990 Closed
IFWM
116
Institute for Wealth Management
Colorado
– -$540K -14,919 Closed
MIAN
117
Mariner Independent Advisor Network
Kansas
– -$510K -13,975 Closed
NFG
118
Next Financial Group
Texas
– -$316K -8,663 Closed
SB
119
Simmons Bank
Arkansas
– -$206K -5,649 Closed
BIMC
120
Benson Investment Management Company
Virginia
– -$122K -3,341 Closed
SWP
121
Stratos Wealth Partners
Ohio
– -$106K -2,912 Closed
RFC
122
Regions Financial Corp
Alabama
– -$37K -1,017 Closed
WDL
123
Well Done LLC
Michigan
– -$29K -785 Closed
MSA
124
Marino Stram & Associates
Massachusetts
– -$25K -690 Closed
CTC
125
Central Trust Company
Missouri
– -$16K -428 Closed
2 3 4
5
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