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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

97 hedge funds and large institutions have $616M invested in Invesco Large Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
7
Increased
37
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.64M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.46M
3
SI
SII Investments
Wisconsin
+$4.82M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.83M
5
Ameriprise
Ameriprise
Minnesota
+$2.7M

Top Sellers

1
FIG
FundX Investment Group
California
-$9.11M
2
CWM
CMH Wealth Management
New Hampshire
-$1.76M
3
Bank of America
Bank of America
North Carolina
-$1.44M
4
SPC
Sigma Planning Corp
Michigan
-$1.15M
5
VC
Vicus Capital
Pennsylvania
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$168M +$8.64M +238,721 +5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$86.3M +$6.46M +178,501 +8%
Wells Fargo
3
Wells Fargo
California
$48.4M +$49.3K +1,361 +0.1%
Bank of America
4
Bank of America
North Carolina
$46.6M -$1.44M -39,886 -3%
UBS Group
5
UBS Group
Switzerland
$26.1M +$1.97M +54,498 +8%
WA
6
WealthTrust-Arizona
Arizona
$25.6M -$95.4K -2,635 -0.4%
WBG
7
Wharton Business Group
Pennsylvania
$23M -$165K -4,560 -0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$20.3M +$614K +16,956 +3%
LPL Financial
9
LPL Financial
California
$14.9M +$38K +1,050 +0.3%
GC
10
Gratus Capital
Georgia
$14.9M +$796K +21,977 +6%
CCM
11
Condor Capital Management
New Jersey
$14.3M +$62.9K +1,736 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$13.7M +$2.7M +74,637 +24%
CWM
13
CMH Wealth Management
New Hampshire
$11.7M -$1.76M -48,225 -13%
CFB
14
Cullen/Frost Bankers
Texas
$10.7M -$653K -18,024 -6%
UWPG
15
Ullmann Wealth Partners Group
Florida
$8.58M +$864K +23,855 +11%
RJA
16
Raymond James & Associates
Florida
$7.7M +$317K +8,741 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.65M +$554K +15,310 +8%
FPFS
18
First Personal Financial Services
North Carolina
$6.29M +$17.5K +483 +0.3%
KSA
19
Ken Stern & Associates
California
$6M +$84.2K +2,324 +1%
SI
20
SII Investments
Wisconsin
$5.83M +$4.82M +133,178 +480%
JFA
21
JNBA Financial Advisors
Minnesota
$4.59M -$108K -2,976 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.21M +$461K +12,735 +12%
AG
23
Advisor Group
Arizona
$3.26M +$403K +11,129 +14%
Citigroup
24
Citigroup
New York
$3.12M +$222K +6,137 +8%
Lido Advisors
25
Lido Advisors
California
$2.9M +$436K +12,048 +18%
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