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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

114 hedge funds and large institutions have $453M invested in Invesco Large Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
21
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$834K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$747K
3
PA
Parallel Advisors
California
+$715K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$691K
5
EWM
Evercore Wealth Management
New York
+$682K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7M
2
CS
Credit Suisse
Switzerland
-$6.2M
3
Wells Fargo
Wells Fargo
California
-$3.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.75M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M -$2.75M -71,872 -2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$58.4M -$7M -182,564 -11%
Bank of America
3
Bank of America
North Carolina
$29M +$251K +6,558 +0.9%
UBS Group
4
UBS Group
Switzerland
$21.6M -$1.33M -34,593 -6%
WBG
5
Wharton Business Group
Pennsylvania
$21.6M -$76.7K -2,000 -0.4%
CCM
6
Condor Capital Management
New Jersey
$14.2M -$248K -6,480 -2%
TFS
7
TrustCore Financial Services
Tennessee
$13.8M -$1.11M -29,008 -7%
Ameriprise
8
Ameriprise
Minnesota
$13.6M -$1.05M -27,271 -7%
LPL Financial
9
LPL Financial
California
$10.8M -$432K -11,263 -4%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.1M -$2.7M -70,472 -21%
Wells Fargo
11
Wells Fargo
California
$9.71M -$3.62M -94,391 -27%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.52M +$747K +19,477 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.2M +$691K +18,019 +9%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$7.35M +$23.8K +620 +0.3%
UWPG
15
Ullmann Wealth Partners Group
Florida
$7.23M -$11.8K -307 -0.2%
CFB
16
Cullen/Frost Bankers
Texas
$7.21M -$504K -13,162 -7%
RJA
17
Raymond James & Associates
Florida
$6.73M -$470K -12,262 -7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.73M -$190K -4,967 -3%
GFPC
19
Global Financial Private Capital
Florida
$6.08M +$625K +16,294 +11%
FPFS
20
First Personal Financial Services
North Carolina
$5.31M -$153K -3,991 -3%
AG
21
Advisor Group
Arizona
$4.05M -$579K -15,092 -13%
Citigroup
22
Citigroup
New York
$3.16M -$399K -10,399 -11%
Jane Street
23
Jane Street
New York
$2.8M +$677K +17,659 +32%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.67M -$92K -2,401 -3%
SIA
25
Strategic Investment Advisors
Michigan
$2.62M +$203K +5,275 +8%
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