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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

143 hedge funds and large institutions have $485M invested in Invesco Large Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
29
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$12.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.23M
3
LPL Financial
LPL Financial
California
$31.3M
4
MAG
MRA Advisory Group
New Jersey
$10.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$167M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.55M
3
Bank of America
Bank of America
North Carolina
$34.2M
4
FPFS
First Personal Financial Services
North Carolina
$44K
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
SSB
127
Sandy Spring Bank
Maryland
$22K – – –
CAGAS
128
Capital Advisory Group Advisory Services
Minnesota
$21K +$21K +420 New
TWM
129
Tradition Wealth Management
Minnesota
$20K – – –
HWMA
130
Heritage Wealth Management (Arizona)
Arizona
$20K +$20K +400 New
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
AWM
132
Activest Wealth Management
Florida
$15K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
Jones Financial Companies
134
Jones Financial Companies
Missouri
$12K +$12K +244 New
SIS
135
Sound Income Strategies
Florida
$10K – – –
TFGT
136
TS Financial Group (TSFG)
Illinois
$10K – – –
HA
137
Herold Advisors
New York
$9.49K +$9.49K +194 New
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$9K – – –
Franklin Resources
139
Franklin Resources
California
$8K – – –
ME
140
McIlrath & Eck
Washington
$5K – – –
CAAS
141
Capital Asset Advisory Services
Michigan
$4K – – –
MPCG
142
Matrix Private Capital Group
New York
$3K – – –
NFSG
143
Newbridge Financial Services Group
Florida
$2K +$2K +36 New
Goldman Sachs
144
Goldman Sachs
New York
– -$534K -10,960 Closed
CFGS
145
Concourse Financial Group Securities
Alabama
– -$353K -7,240 Closed
EVM
146
Eaton Vance Management
Massachusetts
– -$163K -3,341 Closed
MA
147
MUFG Americas
New York
– -$26K -528 Closed
CCM
148
Chilton Capital Management
Texas
– -$11K -225 Closed
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