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Invesco Large Cap Value ETF

115 hedge funds and large institutions have $710M invested in Invesco Large Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
15
Increased
28
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$182M -$5.96M -159,380 -3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$104M +$17.5M +467,258 +20%
Wells Fargo
3
Wells Fargo
California
$52.6M +$1.81M +48,514 +4%
Bank of America
4
Bank of America
North Carolina
$33M -$2.22M -59,340 -6%
UBS Group
5
UBS Group
Switzerland
$31.5M -$1.72M -45,946 -5%
TFS
6
TrustCore Financial Services
Tennessee
$25.2M +$298K +7,975 +1%
WA
7
WealthTrust-Arizona
Arizona
$24.8M +$1.2M +32,017 +5%
WBG
8
Wharton Business Group
Pennsylvania
$22M -$113K -3,025 -0.5%
KFA
9
Kays Financial Advisory
Georgia
$21.1M +$292K +7,801 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$21.1M -$3.26M -87,104 -13%
LPL Financial
11
LPL Financial
California
$20M -$1.13M -30,277 -5%
GC
12
Gratus Capital
Georgia
$16.3M +$167K +4,456 +1%
Ameriprise
13
Ameriprise
Minnesota
$15.7M -$10.5M -281,772 -40%
CWM
14
CMH Wealth Management
New Hampshire
$13.9M +$723K +19,320 +5%
CCM
15
Condor Capital Management
New Jersey
$13.7M -$286K -7,642 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11.2M -$1.35M -36,043 -11%
RJA
17
Raymond James & Associates
Florida
$8.83M -$90.5K -2,421 -1%
Goldman Sachs
18
Goldman Sachs
New York
$8.65M +$8.65M +231,352 New
UWPG
19
Ullmann Wealth Partners Group
Florida
$8.04M -$64.1K -1,715 -0.8%
CFB
20
Cullen/Frost Bankers
Texas
$6.64M -$781K -20,881 -11%
FPFS
21
First Personal Financial Services
North Carolina
$5.78M -$290K -7,759 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.44M +$89.5K +2,395 +2%
AG
23
Advisor Group
Arizona
$4.81M +$631K +16,885 +15%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.57M +$9.57K +256 +0.2%
GFPC
25
Global Financial Private Capital
Florida
$4.55M +$552K +14,765 +14%