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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

99 hedge funds and large institutions have $588M invested in Invesco Large Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
15
Increased
24
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$23.8M
2
FIG
FundX Investment Group
California
+$9.11M
3
KSA
Ken Stern & Associates
California
+$5.76M
4
Morgan Stanley
Morgan Stanley
New York
+$5.62M
5
Ameriprise
Ameriprise
Minnesota
+$2.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.71M
2
CWM
CMH Wealth Management
New Hampshire
-$3.03M
3
GC
Gratus Capital
Georgia
-$1.82M
4
UWPG
Ullmann Wealth Partners Group
Florida
-$1.15M
5
CFB
Cullen/Frost Bankers
Texas
-$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$155M +$5.62M +159,132 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$77.9M +$23.8M +675,006 +44%
Wells Fargo
3
Wells Fargo
California
$47.2M -$823K -23,298 -2%
Bank of America
4
Bank of America
North Carolina
$46.8M -$4.71M -133,261 -9%
WA
5
WealthTrust-Arizona
Arizona
$25.1M +$277K +7,828 +1%
UBS Group
6
UBS Group
Switzerland
$23.5M -$71.3K -2,019 -0.3%
WBG
7
Wharton Business Group
Pennsylvania
$22.6M -$762K -21,555 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$19.2M +$341K +9,658 +2%
LPL Financial
9
LPL Financial
California
$14.5M -$755K -21,447 -5%
CCM
10
Condor Capital Management
New Jersey
$13.9M -$360K -10,182 -3%
GC
11
Gratus Capital
Georgia
$13.7M -$1.82M -51,510 -12%
CWM
12
CMH Wealth Management
New Hampshire
$12.8M -$3.03M -87,157 -19%
CFB
13
Cullen/Frost Bankers
Texas
$11.1M -$962K -27,233 -8%
Ameriprise
14
Ameriprise
Minnesota
$10.8M +$2.64M +74,711 +32%
FIG
15
FundX Investment Group
California
$9.11M +$9.11M +257,887 New
UWPG
16
Ullmann Wealth Partners Group
Florida
$7.53M -$1.15M -32,508 -13%
RJA
17
Raymond James & Associates
Florida
$7.2M +$156K +4,417 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.93M +$308K +8,726 +5%
FPFS
19
First Personal Financial Services
North Carolina
$6.12M +$194K +5,486 +3%
KSA
20
Ken Stern & Associates
California
$5.76M +$5.76M +163,323 New
JFA
21
JNBA Financial Advisors
Minnesota
$4.59M -$357K -10,118 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.65M +$42K +1,188 +1%
Citigroup
23
Citigroup
New York
$2.83M +$252K +7,134 +10%
AG
24
Advisor Group
Arizona
$2.79M +$54.7K +1,547 +2%
Lido Advisors
25
Lido Advisors
California
$2.42M +$2.42M +68,025 New
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