PWV icon

Invesco Large Cap Value ETF
PWV

Overview Fund Activity

158 hedge funds and large institutions have $630M invested in Invesco Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 3 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
44
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPWM
1
PFG Private Wealth Management
Florida
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$199M
3
GLA
3
Good Life Advisors
Pennsylvania
$7.17M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.6M
5
LPL Financial
5
LPL Financial
California
$65.8M

Top Sellers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$13.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.99M
3
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$4.02M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$7.09M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
26
Cooksen Wealth
Texas
$3.05M 52,311 – –
HFW
27
Horizon Family Wealth
Illinois
$2.96M 50,690 +265 +0.5%
RJA
28
Raymond James & Associates
Florida
$2.71M 46,403 +7,263 +19%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$2.31M 39,622 – –
FCM
30
Firestone Capital Management
Florida
$2.19M 37,513 -702 -2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$2.15M 36,851 +767 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.13M 36,549 -878 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.05M 35,173 -13,835 -28%
PA
34
Parallel Advisors
California
$2.05M 35,150 – –
SWM
35
Spire Wealth Management
Virginia
$1.91M 32,814 +4,312 +15%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.55M 26,544 -95 -0.4%
PCG
37
Prosperity Consulting Group
Maryland
$1.55M 26,498 – –
JFA
38
JNBA Financial Advisors
Minnesota
$1.53M 26,317 -132 -0.5%
Goldman Sachs
39
Goldman Sachs
New York
$1.52M 26,080 +26,080 New
PJWM
40
Philip James Wealth Mangement
Georgia
$1.51M 25,849 +133 +0.5%
AAS
41
Ameritas Advisory Services
Nebraska
$1.5M 25,702 -28 -0.1%
WH
42
Willner & Heller
California
$1.45M 24,911 +114 +0.5%
EA
43
Evolution Advisers
Virginia
$1.42M 24,300 -396 -2%
Stifel Financial
44
Stifel Financial
Missouri
$1.22M 20,899 -244 -1%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.2M 20,577 +24 +0.1%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.17M 20,177 -27 -0.1%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.14M 19,550 – –
WA
48
Waverly Advisors
Alabama
$1.08M 18,502 +20 +0.1%
PAG
49
Private Advisor Group
New Jersey
$1.06M 18,235 -412 -2%
Mariner
50
Mariner
Kansas
$1.06M 18,124 -2,541 -12%
1
2
3 4 5