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Invesco Large Cap Value ETF

72 hedge funds and large institutions have $372M invested in Invesco Large Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
9
Increased
32
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.7M +$1.82M +59,041 +2%
Wells Fargo
2
Wells Fargo
California
$52.5M -$720K -23,360 -1%
Bank of America
3
Bank of America
North Carolina
$27.9M -$4.35M -141,203 -14%
WBG
4
Wharton Business Group
Pennsylvania
$21.9M +$4.3M +139,515 +24%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.3M +$1.84M +59,631 +11%
WA
6
WealthTrust-Arizona
Arizona
$18.1M +$10.4M +338,040 +135%
UBS Group
7
UBS Group
Switzerland
$15.1M +$4.33M +140,639 +40%
LPL Financial
8
LPL Financial
California
$13.2M +$3.54M +115,571 +36%
CCM
9
Condor Capital Management
New Jersey
$13.1M +$2.63M +85,242 +25%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$11M +$1.69M +55,000 +18%
GC
11
Gratus Capital
Georgia
$10.4M +$569K +18,480 +6%
SI
12
SII Investments
Wisconsin
$7.42M +$1.78M +57,809 +31%
HI
13
Horizon Investments
North Carolina
$6.56M -$681K -22,111 -9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.16M -$1.18M -38,204 -16%
RJA
15
Raymond James & Associates
Florida
$6.05M +$22.4K +728 +0.4%
FPFS
16
First Personal Financial Services
North Carolina
$5.84M -$74.4K -2,416 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.71M -$3.52M -114,105 -38%
JFA
18
JNBA Financial Advisors
Minnesota
$5.39M +$316K +10,259 +6%
MFS
19
MSI Financial Services
Massachusetts
$5.37M +$1.14M +36,880 +27%
CFB
20
Cullen/Frost Bankers
Texas
$5.11M +$748K +24,281 +17%
SFA
21
Sequoia Financial Advisors
Ohio
$3.75M +$1.03M +33,403 +38%
Citigroup
22
Citigroup
New York
$2.12M -$68.2K -2,214 -3%
VF
23
Virtu Financial
New York
$1.71M -$434K -14,073 -20%
Citadel Advisors
24
Citadel Advisors
Florida
$1.65M +$146K +4,741 +10%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.57M +$1.46M +47,359 +1,344%