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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

130 hedge funds and large institutions have $479M invested in Invesco Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
5
Increased
32
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.52M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$25.2M
3
Wells Fargo
Wells Fargo
California
$6.15M
4
AWA
Arkadios Wealth Advisors
Georgia
$5.54M
5
Comerica Bank
Comerica Bank
Texas
$658K

Top Sellers

1
LPL Financial
LPL Financial
California
$42.5M
2
Morgan Stanley
Morgan Stanley
New York
$167M
3
Bank of America
Bank of America
North Carolina
$30.2M
4
Truist Financial
Truist Financial
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.73M -$50K -1,069 -3%
GLA
27
Good Life Advisors
Pennsylvania
$1.7M +$143K +3,050 +9%
PA
28
Parallel Advisors
California
$1.65M – – –
PPWM
29
Paragon Private Wealth Management
Kentucky
$1.54M – – –
JFA
30
JNBA Financial Advisors
Minnesota
$1.5M -$37.3K -797 -2%
SWM
31
Spire Wealth Management
Virginia
$1.48M +$94 +2 +0%
Stifel Financial
32
Stifel Financial
Missouri
$1.46M +$46.6K +996 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.39M -$18.1K -387 -1%
CAN
34
Cetera Advisor Networks
California
$1.39M -$71.7K -1,531 -5%
N
35
Natixis
France
$1.3M -$94.7K -2,024 -7%
EWMCB
36
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.28M – – –
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.24M +$144K +3,081 +13%
AAS
38
Ameritas Advisory Services
Nebraska
$1.23M -$63.6K -1,367 -5%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.22M -$743K -15,871 -38%
EA
40
Evolution Advisers
Virginia
$1.16M -$2.67K -57 -0.2%
CCM
41
Condor Capital Management
New Jersey
$1.1M – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.04M -$778K -16,622 -43%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.03M -$20.9K -446 -2%
Mariner
44
Mariner
Kansas
$1.01M +$428K +9,147 +74%
PF
45
Parker Financial
Washington
$979K -$167K -3,552 -15%
RIA
46
Retirement Investment Advisors
Oklahoma
$931K +$88.3K +1,886 +10%
WWM
47
Western Wealth Management
Colorado
$902K -$107K -2,292 -11%
CPC
48
Consolidated Planning Corp
Georgia
$898K – – –
MCA
49
MSH Capital Advisors
Arizona
$845K – – –
EWM
50
Evercore Wealth Management
New York
$832K – – –
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