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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

91 hedge funds and large institutions have $524M invested in Invesco Large Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
16
Increased
29
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$21M
2
Bank of America
Bank of America
North Carolina
+$6.47M
3
CFB
Cullen/Frost Bankers
Texas
+$4.83M
4
JFA
JNBA Financial Advisors
Minnesota
+$4.62M
5
Morgan Stanley
Morgan Stanley
New York
+$4.23M

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
-$2.73M
2
LPL Financial
LPL Financial
California
-$1.04M
3
SG Americas Securities
SG Americas Securities
New York
-$989K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$725K
5
UBS Group
UBS Group
Switzerland
-$630K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$143M +$4.23M +125,572 +3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$51.6M +$21M +622,335 +69%
Bank of America
3
Bank of America
North Carolina
$49.2M +$6.47M +191,955 +15%
Wells Fargo
4
Wells Fargo
California
$45.8M -$77.8K -2,306 -0.2%
WA
5
WealthTrust-Arizona
Arizona
$23.7M +$2.58M +76,504 +12%
UBS Group
6
UBS Group
Switzerland
$22.5M -$630K -18,688 -3%
WBG
7
Wharton Business Group
Pennsylvania
$22.3M -$2.73M -80,950 -11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18M +$413K +12,254 +2%
CWM
9
CMH Wealth Management
New Hampshire
$15.4M +$15.4M +455,310 New
GC
10
Gratus Capital
Georgia
$14.9M -$30.7K -910 -0.2%
LPL Financial
11
LPL Financial
California
$14.7M -$1.04M -30,607 -7%
CCM
12
Condor Capital Management
New Jersey
$13.6M +$322K +9,552 +2%
CFB
13
Cullen/Frost Bankers
Texas
$11.5M +$4.83M +143,288 +72%
UWPG
14
Ullmann Wealth Partners Group
Florida
$8.43M +$8.43M +245,513 New
Ameriprise
15
Ameriprise
Minnesota
$7.76M +$1.06M +31,317 +16%
RJA
16
Raymond James & Associates
Florida
$6.72M +$63.4K +1,881 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.32M +$1.18M +34,886 +23%
FPFS
18
First Personal Financial Services
North Carolina
$5.65M -$145K -4,313 -3%
JFA
19
JNBA Financial Advisors
Minnesota
$4.72M +$4.62M +136,870 +4,498%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.45M +$769K +22,790 +29%
AG
21
Advisor Group
Arizona
$2.61M -$232K -6,883 -8%
Citigroup
22
Citigroup
New York
$2.46M -$205K -6,076 -8%
MFS
23
MSI Financial Services
Massachusetts
$2.03M +$371K +10,992 +22%
PAG
24
Private Advisor Group
New Jersey
$1.95M -$596K -17,480 -23%
EWMCB
25
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.67M – – –
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