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Invesco Large Cap Value ETF

182 hedge funds and large institutions have $918M invested in Invesco Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $849M → $918M (+$69M)

0.99% more ownership

Funds ownership: 66.57%67.57% (+0.99%)

1% more funds holding

Funds holding: 181182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
52
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$246M -$5.84M -84,629 -2%
LPL Financial
2
LPL Financial
California
$142M +$13.4M +194,397 +11%
Bank of America
3
Bank of America
North Carolina
$57.2M +$868K +12,575 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$37.6M +$5.49M +79,583 +17%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$36.2M -$2.99M -43,343 -8%
UBS Group
6
UBS Group
Switzerland
$32.4M -$1.36M -19,644 -4%
AWA
7
Arkadios Wealth Advisors
Georgia
$27M +$15.6M +226,423 +141%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$23.5M -$12.3M -177,963 -35%
IWP
9
IAG Wealth Partners
Wisconsin
$22.5M -$63.5K -920 -0.3%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$16.7M +$441K +6,396 +3%
SIM
11
Stratos Investment Management
Ohio
$14.7M +$4.02M +58,300 +38%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.2M -$250K -3,625 -2%
SA
13
SPWM Advisors
Michigan
$12.9M +$1.14M +16,480 +10%
KAS
14
Kestra Advisory Services
Texas
$11.6M +$1.19M +17,300 +12%
CFB
15
Cullen/Frost Bankers
Texas
$11.4M +$443K +6,416 +4%
Wells Fargo
16
Wells Fargo
California
$11.3M -$303K -4,383 -3%
WBG
17
Wharton Business Group
Pennsylvania
$10.8M -$490K -7,100 -4%
RIA
18
Regal Investment Advisors
Michigan
$9.56M +$102K +1,484 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.19M -$610K -8,835 -6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$8.78M -$491K -7,107 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.9M +$453K +6,569 +6%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$7.23M +$353K +5,112 +5%
UWPG
23
Ullmann Wealth Partners Group
Florida
$7.22M -$327K -4,744 -4%
EH
24
Equitable Holdings
New York
$7.13M +$89.7K +1,299 +1%
SFGP
25
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.12M -$358K -5,181 -5%