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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

118 hedge funds and large institutions have $715M invested in Invesco Large Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.71%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
16
Increased
45
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$19.9M
2
Ameriprise
Ameriprise
Minnesota
+$12.1M
3
LPL Financial
LPL Financial
California
+$4.86M
4
Morgan Stanley
Morgan Stanley
New York
+$3.44M
5
Wells Fargo
Wells Fargo
California
+$2.92M

Top Sellers

1
QA
Quantitative Advantage
Minnesota
-$14.8M
2
Bank of America
Bank of America
North Carolina
-$6.24M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.82M
4
RAM
Riggs Asset Management
Pennsylvania
-$1.16M
5
CFB
Cullen/Frost Bankers
Texas
-$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
126
Private Vista
Illinois
– -$203K -5,226 Closed
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
– -$57K -1,481 Closed
PWM
128
Paulson Wealth Management
Illinois
– -$38K -974 Closed
CA
129
Calton & Associates
Florida
– -$8K -220 Closed
WP
130
WealthShield Partners
North Carolina
– -$6K -142 Closed
2 3 4 5
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