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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

143 hedge funds and large institutions have $534M invested in Invesco Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
36
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$5.45M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.63M
3
LPL Financial
LPL Financial
California
+$2.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.74M
5
PCG
Prosperity Consulting Group
Maryland
+$1.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$208M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$12.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.34M
4
N
Natixis
France
-$1.38M
5
UBS Group
UBS Group
Switzerland
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
26
Main Street Financial Solutions
Pennsylvania
$2.25M -$30.3K -535 -1%
RJA
27
Raymond James & Associates
Florida
$2.25M -$748K -13,196 -25%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.22M +$1.74M +30,641 +357%
FCM
29
Firestone Capital Management
Florida
$2.17M -$73.7K -1,300 -3%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.04M +$4.08K +72 +0.2%
PA
31
Parallel Advisors
California
$2M – – –
PPWM
32
Paragon Private Wealth Management
Kentucky
$1.87M – – –
SWM
33
Spire Wealth Management
Virginia
$1.83M +$37.6K +664 +2%
CAN
34
Cetera Advisor Networks
California
$1.66M -$25.9K -457 -2%
JFA
35
JNBA Financial Advisors
Minnesota
$1.6M -$95K -1,676 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.58M +$49.5K +873 +3%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.51M -$390K -6,874 -21%
PCG
38
Prosperity Consulting Group
Maryland
$1.5M +$1.5M +26,498 New
PJWM
39
Philip James Wealth Mangement
Georgia
$1.45M -$123K -2,167 -8%
AAS
40
Ameritas Advisory Services
Nebraska
$1.41M +$468K +8,523 +50%
WH
41
Willner & Heller
California
$1.41M +$5.78K +102 +0.4%
EA
42
Evolution Advisers
Virginia
$1.4M – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$1.23M +$9.92K +175 +0.8%
Mariner
44
Mariner
Kansas
$1.22M – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$1.13M +$329K +5,803 +41%
Stifel Financial
46
Stifel Financial
Missouri
$1.12M -$55.4K -977 -5%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.11M -$387K -6,834 -26%
PAG
48
Private Advisor Group
New Jersey
$1.07M +$97.6K +1,721 +10%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.04M -$536K -9,457 -34%
CPC
50
Consolidated Planning Corp
Georgia
$1.04M -$40.8K -719 -4%
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