Waverly Advisors LLC Raises Stake in Invesco Large Cap Value ETF $PWV

Waverly Advisors LLC increased its stake in shares of Invesco Large Cap Value ETF (NYSEARCA:PWV) by 1,259.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 224,439 shares of the company’s stock after buying an additional 207,927 shares during the quarter. Waverly Advisors LLC owned about 1.05% of Invesco Large Cap Value ETF worth $17,006,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Harmony Asset Management LLC increased its stake in shares of Invesco Large Cap Value ETF by 2.4% during the first quarter. Harmony Asset Management LLC now owns 8,418 shares of the company’s stock worth $587,000 after acquiring an additional 199 shares during the period. Horizon Family Wealth Inc. grew its stake in Invesco Large Cap Value ETF by 0.4% in the 4th quarter. Horizon Family Wealth Inc. now owns 52,109 shares of the company’s stock valued at $3,466,000 after acquiring an additional 213 shares during the last quarter. Stonebridge Wealth Management LLC increased its holdings in Invesco Large Cap Value ETF by 4.0% during the 1st quarter. Stonebridge Wealth Management LLC now owns 7,364 shares of the company’s stock valued at $513,000 after acquiring an additional 286 shares in the last quarter. Western Wealth Management LLC increased its holdings in Invesco Large Cap Value ETF by 1.7% during the 4th quarter. Western Wealth Management LLC now owns 17,683 shares of the company’s stock valued at $1,176,000 after acquiring an additional 302 shares in the last quarter. Finally, Equitable Holdings Inc. raised its position in Invesco Large Cap Value ETF by 0.3% during the third quarter. Equitable Holdings Inc. now owns 104,744 shares of the company’s stock worth $6,830,000 after acquiring an additional 322 shares during the last quarter.

Invesco Large Cap Value ETF Price Performance

Shares of NYSEARCA PWV opened at $81.94 on Wednesday. Invesco Large Cap Value ETF has a 12-month low of $63.54 and a 12-month high of $83.41. The company has a market capitalization of $1.76 billion, a PE ratio of 16.47 and a beta of 0.71. The firm’s 50-day moving average is $80.26 and its two-hundred day moving average is $75.10.

Invesco Large Cap Value ETF Profile

PowerShares Dynamic Large Cap Value Portfolio (the Fund) seeks investment results that correspond generally to the price and yield of the Dynamic Large Cap Value Intellidex Index (the Index). The Index is designed to provide capital appreciation, while maintaining consistent stylistically accurate exposure. The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Fund generally will invest at least 80% of its total assets in common stocks of large-capitalization companies.