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Invesco Large Cap Value ETF

118 hedge funds and large institutions have $715M invested in Invesco Large Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.71%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
16
Increased
45
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$186M +$3.44M +94,340 +2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$86M -$2.82M -77,171 -3%
Wells Fargo
3
Wells Fargo
California
$51.3M +$2.92M +79,883 +6%
Bank of America
4
Bank of America
North Carolina
$40M -$6.24M -171,029 -14%
Ameriprise
5
Ameriprise
Minnesota
$35.7M +$12.1M +332,449 +51%
UBS Group
6
UBS Group
Switzerland
$29.3M +$160K +4,389 +0.5%
WA
7
WealthTrust-Arizona
Arizona
$24.1M -$519K -14,206 -2%
TFS
8
TrustCore Financial Services
Tennessee
$24M +$963K +26,379 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.8M +$147K +4,018 +0.6%
WBG
10
Wharton Business Group
Pennsylvania
$22.1M +$142K +3,880 +0.6%
LPL Financial
11
LPL Financial
California
$20.1M +$4.86M +133,011 +32%
KFA
12
Kays Financial Advisory
Georgia
$19.9M +$19.9M +546,121 New
GC
13
Gratus Capital
Georgia
$15.2M +$513K +14,061 +3%
CCM
14
Condor Capital Management
New Jersey
$13.8M -$231K -6,324 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$11.8M +$1.32M +36,067 +13%
CWM
16
CMH Wealth Management
New Hampshire
$11.5M -$56.9K -1,600 -0.5%
CFB
17
Cullen/Frost Bankers
Texas
$9.51M -$677K -18,541 -7%
RJA
18
Raymond James & Associates
Florida
$8.43M +$60.3K +1,652 +0.7%
UWPG
19
Ullmann Wealth Partners Group
Florida
$7.78M -$240K -6,751 -3%
FPFS
20
First Personal Financial Services
North Carolina
$6.04M -$126K -3,461 -2%
KSA
21
Ken Stern & Associates
California
$6.01M -$48.1K -1,319 -0.8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.04M +$356K +9,745 +8%
Lido Advisors
23
Lido Advisors
California
$4.58M +$519K +14,208 +13%
JFA
24
JNBA Financial Advisors
Minnesota
$4.54M -$38.9K -1,066 -0.8%
AG
25
Advisor Group
Arizona
$4.07M +$74.9K +2,052 +2%