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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 %
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$19K +490 New
SSB
102
Sandy Spring Bank
Maryland
$17K – – –
CTC
103
Central Trust Company
Missouri
$16K – – –
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
FMII
105
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
SIS
106
Sound Income Strategies
Florida
$8K – – –
BHWM
107
Bay Harbor Wealth Management
Maryland
$8K – – –
OIA
108
Optimum Investment Advisors
Illinois
$6K – – –
William Blair & Company
109
William Blair & Company
Illinois
$6K – – –
GWAG
110
Garrett Wealth Advisory Group
Texas
$5.3K +$5.3K +138 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$4K -$20.6K -530 -84%
ME
112
McIlrath & Eck
Washington
$4K – – –
VFA
113
Valeo Financial Advisors
Indiana
$3K +$3K +69 New
GT
114
Glenmede Trust
Pennsylvania
$39 – – –
CF
115
Centaurus Financial
California
– -$841K -22,826 Closed
RFC
116
Regions Financial Corp
Alabama
– -$268K -7,280 Closed
BBA
117
Braun-Bostich & Associates
Pennsylvania
– -$67K -1,829 Closed
TNBTD
118
Trustmark National Bank Trust Department
Mississippi
– -$45K -1,226 Closed
WAP
119
Wealthcare Advisory Partners
Pennsylvania
– -$40K -1,095 Closed
M
120
MOTCO
Texas
– -$36K -982 Closed
RCAG
121
Rehmann Capital Advisory Group
Michigan
– -$6.89K -187 Closed
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