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Invesco Large Cap Value ETF

116 hedge funds and large institutions have $732M invested in Invesco Large Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
25
Increased
26
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$194M +$7.25M +186,887 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$94.5M +$1.45M +37,237 +2%
Wells Fargo
3
Wells Fargo
California
$51.4M +$229K +5,912 +0.4%
Bank of America
4
Bank of America
North Carolina
$49.2M -$392K -10,103 -0.8%
UBS Group
5
UBS Group
Switzerland
$31M -$206K -5,296 -0.7%
WA
6
WealthTrust-Arizona
Arizona
$26.1M -$328K -8,462 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$25.1M +$1.39M +35,875 +6%
TFS
8
TrustCore Financial Services
Tennessee
$24.5M +$24.5M +631,589 New
Ameriprise
9
Ameriprise
Minnesota
$24.4M +$2.5M +66,238 +11%
WBG
10
Wharton Business Group
Pennsylvania
$23.1M -$840K -21,805 -4%
LPL Financial
11
LPL Financial
California
$16.2M -$39.9K -1,028 -0.2%
GC
12
Gratus Capital
Georgia
$15.6M -$307K -7,901 -2%
CCM
13
Condor Capital Management
New Jersey
$14.9M -$98.7K -2,542 -0.7%
QA
14
Quantitative Advantage
Minnesota
$14.8M +$14.8M +380,776 New
CWM
15
CMH Wealth Management
New Hampshire
$12.7M +$31.7K +815 +0.3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11.2M +$2.63M +67,715 +31%
CFB
17
Cullen/Frost Bankers
Texas
$10.8M -$741K -19,098 -6%
RJA
18
Raymond James & Associates
Florida
$8.9M +$84.1K +2,167 +1%
UWPG
19
Ullmann Wealth Partners Group
Florida
$8.75M -$4M -102,949 -31%
FPFS
20
First Personal Financial Services
North Carolina
$6.56M -$133K -3,417 -2%
KSA
21
Ken Stern & Associates
California
$6.44M -$43.1K -1,110 -0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.98M +$71.1K +1,831 +1%
JFA
23
JNBA Financial Advisors
Minnesota
$4.87M -$102K -2,616 -2%
Lido Advisors
24
Lido Advisors
California
$4.32M +$239K +6,152 +6%
AG
25
Advisor Group
Arizona
$4.25M +$176K +4,531 +4%