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Invesco Large Cap Value ETF

103 hedge funds and large institutions have $658M invested in Invesco Large Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
11
Increased
39
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$180M +$6.71M +179,589 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$89.5M +$538K +14,402 +0.6%
Wells Fargo
3
Wells Fargo
California
$49.3M -$621K -16,618 -1%
Bank of America
4
Bank of America
North Carolina
$47.7M -$346K -9,267 -0.7%
UBS Group
5
UBS Group
Switzerland
$30M +$3.11M +83,237 +12%
WA
6
WealthTrust-Arizona
Arizona
$25.5M -$947K -25,340 -4%
WBG
7
Wharton Business Group
Pennsylvania
$23.3M -$482K -12,892 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$22.8M +$1.94M +51,830 +9%
Ameriprise
9
Ameriprise
Minnesota
$21.7M +$7.51M +200,731 +53%
LPL Financial
10
LPL Financial
California
$15.7M +$295K +7,904 +2%
GC
11
Gratus Capital
Georgia
$15.3M -$46.7K -1,249 -0.3%
CCM
12
Condor Capital Management
New Jersey
$14.5M -$329K -8,803 -2%
CWM
13
CMH Wealth Management
New Hampshire
$12.2M +$197K +5,231 +2%
CFB
14
Cullen/Frost Bankers
Texas
$11.1M +$55.7K +1,491 +0.5%
UWPG
15
Ullmann Wealth Partners Group
Florida
$10.3M +$2.88M +91,632 +39%
RJA
16
Raymond James & Associates
Florida
$8.49M +$544K +14,569 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$8.21M +$311K +8,320 +4%
FPFS
18
First Personal Financial Services
North Carolina
$6.44M -$47.1K -1,261 -0.7%
KSA
19
Ken Stern & Associates
California
$6.24M +$52.8K +1,413 +0.9%
SI
20
SII Investments
Wisconsin
$5.68M -$335K -8,950 -6%
JFA
21
JNBA Financial Advisors
Minnesota
$4.79M +$50.2K +1,343 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.72M +$384K +10,273 +9%
Lido Advisors
23
Lido Advisors
California
$4M +$957K +25,178 +31%
AG
24
Advisor Group
Arizona
$3.92M +$561K +15,010 +17%
Citigroup
25
Citigroup
New York
$3.61M +$388K +10,397 +12%