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Invesco Large Cap Value ETF

125 hedge funds and large institutions have $602M invested in Invesco Large Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
26
Increased
26
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M -$27.7M -847,781 -17%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$75M -$16.2M -496,393 -18%
Wells Fargo
3
Wells Fargo
California
$39.3M -$6.61M -202,464 -14%
Bank of America
4
Bank of America
North Carolina
$26.6M -$2.25M -69,083 -8%
UBS Group
5
UBS Group
Switzerland
$23.3M -$4.19M -128,326 -15%
TFS
6
TrustCore Financial Services
Tennessee
$19.6M -$2.31M -70,785 -11%
WA
7
WealthTrust-Arizona
Arizona
$19.2M -$2.44M -74,831 -11%
HighTower Advisors
8
HighTower Advisors
Illinois
$18.8M +$18.8M +575,329 New
KFA
9
Kays Financial Advisory
Georgia
$18.7M +$194K +5,932 +1%
WBG
10
Wharton Business Group
Pennsylvania
$18.5M -$750K -22,980 -4%
Jane Street
11
Jane Street
New York
$16.8M +$15.9M +487,571 +1,771%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$15.2M +$14M +428,166 +1,094%
Ameriprise
13
Ameriprise
Minnesota
$13.8M -$371K -11,054 -3%
CCM
14
Condor Capital Management
New Jersey
$12.1M +$154K +4,718 +1%
LPL Financial
15
LPL Financial
California
$11.7M -$5.78M -177,225 -33%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.5M -$6.97M -213,617 -38%
CWM
17
CMH Wealth Management
New Hampshire
$11.2M -$959K -29,377 -8%
RJA
18
Raymond James & Associates
Florida
$7.92M +$214K +6,549 +3%
Goldman Sachs
19
Goldman Sachs
New York
$7.55M -$1.08K -33 -0%
UWPG
20
Ullmann Wealth Partners Group
Florida
$6.64M -$381K -11,681 -5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$6.37M +$5.14M +154,562 +416%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.84M -$3.93M -120,567 -40%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.73M +$1.74M +53,386 +44%
VF
24
Virtu Financial
New York
$5.53M +$5.53M +169,440 New
CFB
25
Cullen/Frost Bankers
Texas
$5.32M -$476K -14,583 -8%