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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

129 hedge funds and large institutions have $469M invested in Invesco Large Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
SimpliFi Inc
California
$10.6M
2
MAG
MRA Advisory Group
New Jersey
$7.33M
3
FCM
Firestone Capital Management
Florida
$1.89M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.88M
5
Osaic Holdings
Osaic Holdings
Arizona
$11.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$180M
2
TFS
TrustCore Financial Services
Tennessee
$6.16M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$19.5M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWP
101
Oak Harbor Wealth Partners
North Carolina
$115K +$115K +2,360 New
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$113K +$92.6K +1,895 +453%
SPIA
103
Steward Partners Investment Advisory
New York
$102K – – –
GWM
104
Geneos Wealth Management
Colorado
$96K – – –
FWM
105
Focused Wealth Management
New York
$80K -$8K -163 -9%
BCMIO
106
Beacon Capital Management Inc (Ohio)
Ohio
$58K -$292 -6 -0.5%
TWA
107
TCI Wealth Advisors
Arizona
$56K +$340 +7 +0.6%
GT
108
Glenmede Trust
Pennsylvania
$50K – – –
NFG
109
Next Financial Group
Texas
$50K – – –
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$41K – – –
CIAS
111
Capital Investment Advisory Services
North Carolina
$33K – – –
MA
112
MUFG Americas
New York
$26K – – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$25K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
SSB
115
Sandy Spring Bank
Maryland
$22K – – –
CFA
116
Carroll Financial Associates
North Carolina
$22K – – –
TWM
117
Tradition Wealth Management
Minnesota
$20K – – –
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
AWM
119
Activest Wealth Management
Florida
$15K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +255 New
CCM
121
Chilton Capital Management
Texas
$11K +$11K +225 New
SIS
122
Sound Income Strategies
Florida
$10K – – –
TFGT
123
TS Financial Group (TSFG)
Illinois
$10K – – –
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$9K +$9K +176 New
TRCT
125
Tower Research Capital (TRC)
New York
$8K -$38.5K -717 -83%
2 3 4
5
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