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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

125 hedge funds and large institutions have $602M invested in Invesco Large Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
26
Increased
26
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$18.8M
2
Jane Street
Jane Street
New York
+$15.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14M
4
VF
Virtu Financial
New York
+$5.53M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$5.14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$16.2M
3
GC
Gratus Capital
Georgia
-$12.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.97M
5
Wells Fargo
Wells Fargo
California
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
101
Meridian Wealth Advisors
Texas
$28K +$28K +850 New
WDL
102
Well Done LLC
Michigan
$26K +$26K +785 New
CC
103
Claybrook Capital
Massachusetts
$26K +$26K +785 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$25K +$25K +760 New
BCI
105
Brinker Capital Investments
Pennsylvania
$24K – – –
BlackRock
106
BlackRock
New York
$21K – – –
SSB
107
Sandy Spring Bank
Maryland
$20K +$20K +618 New
WEC
108
Winslow Evans & Crocker
Massachusetts
$18K – – –
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$16.3K -$15.5K -475 -49%
CTC
110
Central Trust Company
Missouri
$14K – – –
JA
111
JOYN Advisors
Georgia
$14K – – –
CAGAS
112
Capital Advisory Group Advisory Services
Minnesota
$14K – – –
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
BHWM
114
Bay Harbor Wealth Management
Maryland
$10K +$10K +305 New
TWA
115
TCI Wealth Advisors
Arizona
$9K +$9K +275 New
SIS
116
Sound Income Strategies
Florida
$7K – – –
RAM
117
Riggs Asset Management
Pennsylvania
$7K +$7K +227 New
OIA
118
Optimum Investment Advisors
Illinois
$5K – – –
ME
119
McIlrath & Eck
Washington
$3K – – –
WP
120
WealthShield Partners
North Carolina
$3K – – –
GT
121
Glenmede Trust
Pennsylvania
$48 +$48 +1,483 New
CF
122
Centaurus Financial
California
$19 +$18 +614 +3,612%
AI
123
Atria Investments
North Carolina
– -$1.86M -49,863 Closed
PAG
124
Private Advisor Group
New Jersey
– -$974K -26,063 Closed
ACI
125
Alpha Cubed Investments
California
– -$382K -10,600 Closed
2 3 4
5
6