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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

146 hedge funds and large institutions have $569M invested in Invesco Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
36
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWP
1
IAG Wealth Partners
Wisconsin
$16.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.2M
3
APWA
3
Atlas Private Wealth Advisors
New Jersey
$18M
4
LPL Financial
4
LPL Financial
California
$59.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.26M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$178M
2
PPWM
2
Paragon Private Wealth Management
Kentucky
$785K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$253K
4
Bank of America
4
Bank of America
North Carolina
$34M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$6.42M
Name Market Value Shares Shares
Change 		Shares
Change %
HFW
26
Horizon Family Wealth
Illinois
$2.78M 50,425 +294 +0.6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.7M 49,008 +21,076 +75%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$2.18M 39,622 -125 -0.3%
RJA
29
Raymond James & Associates
Florida
$2.15M 39,140 -510 -1%
FCM
30
Firestone Capital Management
Florida
$2.1M 38,215 – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.06M 37,427 -1,785 -5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.99M 36,084 +124 +0.3%
PA
33
Parallel Advisors
California
$1.93M 35,150 -196 -0.6%
SWM
34
Spire Wealth Management
Virginia
$1.57M 28,502 -3,741 -12%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.47M 26,639 +58 +0.2%
PCG
36
Prosperity Consulting Group
Maryland
$1.46M 26,498 – –
JFA
37
JNBA Financial Advisors
Minnesota
$1.46M 26,449 -1,791 -6%
AAS
38
Ameritas Advisory Services
Nebraska
$1.42M 25,730 +46 +0.2%
PJWM
39
Philip James Wealth Mangement
Georgia
$1.42M 25,716 +136 +0.5%
WH
40
Willner & Heller
California
$1.36M 24,797 -57 -0.2%
EA
41
Evolution Advisers
Virginia
$1.36M 24,696 – –
Stifel Financial
42
Stifel Financial
Missouri
$1.16M 21,143 +1,319 +7%
Mariner
43
Mariner
Kansas
$1.14M 20,665 -847 -4%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.13M 20,553 -1,210 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.11M 20,204 +272 +1%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.08M 19,550 – –
PAG
47
Private Advisor Group
New Jersey
$1.03M 18,647 -197 -1%
WA
48
Waverly Advisors
Alabama
$1.02M 18,482 +824 +5%
CPC
49
Consolidated Planning Corp
Georgia
$1.01M 18,351 – –
CCM
50
Condor Capital Management
New Jersey
$999K 18,155 – –
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