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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

115 hedge funds and large institutions have $361M invested in Invesco Large Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-14
Holders Change %
-10.85%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
22
Reduced
41
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$33.2M
2
CWM
Circle Wealth Management
New Jersey
+$7.56M
3
LPL Financial
LPL Financial
California
+$5.62M
4
IWM
IHT Wealth Management
Illinois
+$1.47M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.3M

Top Sellers

1
FIG
FundX Investment Group
California
-$30.9M
2
QA
Quantitative Advantage
Minnesota
-$17.9M
3
CCM
Condor Capital Management
New Jersey
-$8.79M
4
Ameriprise
Ameriprise
Minnesota
-$6.48M
5
HighTower Advisors
HighTower Advisors
Illinois
-$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$133M +$33.2M +1,103,382 +33%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$37.4M -$5.54M -184,008 -13%
Bank of America
3
Bank of America
North Carolina
$20.9M +$577K +19,139 +3%
UBS Group
4
UBS Group
Switzerland
$17.4M +$203K +6,722 +1%
WBG
5
Wharton Business Group
Pennsylvania
$15.9M -$359K -11,920 -2%
LPL Financial
6
LPL Financial
California
$14.5M +$5.62M +186,582 +63%
TFS
7
TrustCore Financial Services
Tennessee
$9.93M -$581K -19,293 -6%
CWM
8
Circle Wealth Management
New Jersey
$7.56M +$7.56M +250,916 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.2M +$95.5K +3,170 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.07M +$7.07M +239,474 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.85M -$113K -3,741 -2%
CFB
12
Cullen/Frost Bankers
Texas
$5.66M +$393K +13,042 +7%
RJA
13
Raymond James & Associates
Florida
$5.49M -$36.5K -1,213 -0.7%
UWPG
14
Ullmann Wealth Partners Group
Florida
$5.06M -$39.7K -1,318 -0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.74M -$213K -7,066 -4%
GFPC
16
Global Financial Private Capital
Florida
$4.4M -$204K -6,751 -4%
FPFS
17
First Personal Financial Services
North Carolina
$3.62M -$276K -9,153 -7%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.94M -$4.19M – –
Wells Fargo
19
Wells Fargo
California
$2.93M -$4.71M -156,422 -62%
EH
20
Equitable Holdings
New York
$2.61M -$11.7K -388 -0.4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.37M +$1.16M +38,528 +96%
SIA
22
Strategic Investment Advisors
Michigan
$2.21M +$43.1K +1,430 +2%
CCM
23
Condor Capital Management
New Jersey
$2M -$8.79M -291,884 -81%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.99M +$29.8K +987 +2%
Citigroup
25
Citigroup
New York
$1.94M -$461K -15,282 -19%
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