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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

117 hedge funds and large institutions have $410M invested in Invesco Large Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
30
Reduced
43
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAG
1
MRA Advisory Group
New Jersey
$4.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$169M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.82M
4
LPL Financial
4
LPL Financial
California
$22.5M
5
AIC
5
Ameritas Investment Company
Nebraska
$1.75M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$287K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.4M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$18.9M
4
UBS Group
4
UBS Group
Switzerland
$24.1M
5
WBG
5
Wharton Business Group
Pennsylvania
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
101
Next Financial Group
Texas
$21K – – –
CFA
102
Carroll Financial Associates
North Carolina
$20K – – –
SSB
103
Sandy Spring Bank
Maryland
$20K – – –
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$19K – – –
TWM
105
Tradition Wealth Management
Minnesota
$18K – – –
Barclays
106
Barclays
United Kingdom
$18K +$18K +400 New
HWMA
107
Heritage Wealth Management (Arizona)
Arizona
$18K +$18K +400 New
AWM
108
Activest Wealth Management
Florida
$14K – – –
FMII
109
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$13K +$13K +301 New
SIS
111
Sound Income Strategies
Florida
$9K – – –
TFGT
112
TS Financial Group (TSFG)
Illinois
$9K +$9K +200 New
Franklin Resources
113
Franklin Resources
California
$7K – – –
William Blair & Company
114
William Blair & Company
Illinois
$7K – – –
CAAS
115
Capital Asset Advisory Services
Michigan
$4K – – –
ME
116
McIlrath & Eck
Washington
$4K – – –
MPCG
117
Matrix Private Capital Group
New York
$3K – – –
HI
118
Harbour Investments
Wisconsin
$2K +$2K +44 New
CS
119
Credit Suisse
Switzerland
– -$259K -6,066 Closed
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
– -$224K -5,240 Closed
BCMIO
121
Beacon Capital Management Inc (Ohio)
Ohio
– -$51K -1,200 Closed
SNT
122
Security National Trust
West Virginia
– -$17K -389 Closed
1 2 3 4
5