PWV icon

Invesco Large Cap Value ETF
PWV

Overview Fund Activity

158 hedge funds and large institutions have $626M invested in Invesco Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
39
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$2.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$942K

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$10.4M
2
LPL Financial
LPL Financial
California
-$4.37M
3
GLA
Good Life Advisors
Pennsylvania
-$3.31M
4
IWP
IAG Wealth Partners
Wisconsin
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$958K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
26
Good Life Advisors
Pennsylvania
$3.68M -$3.31M -58,266 -47%
CW
27
Cooksen Wealth
Texas
$2.98M – – –
HFW
28
Horizon Family Wealth
Illinois
$2.9M +$14.8K +260 +0.5%
AWA
29
AGH Wealth Advisors
Kansas
$2.57M +$2.57M +45,223 New
MSFS
30
Main Street Financial Solutions
Pennsylvania
$2.24M -$11.4K -200 -0.5%
FCM
31
Firestone Capital Management
Florida
$2.13M – – –
Baird Financial Group
32
Baird Financial Group
Wisconsin
$2.12M +$23.4K +411 +1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.09M +$12.5K +220 +0.6%
PA
34
Parallel Advisors
California
$2M – – –
SWM
35
Spire Wealth Management
Virginia
$1.88M +$16.6K +292 +0.9%
PCG
36
Prosperity Consulting Group
Maryland
$1.51M – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.5M -$13.4K -236 -0.9%
JFA
38
JNBA Financial Advisors
Minnesota
$1.44M -$53.4K -939 -4%
WH
39
Willner & Heller
California
$1.42M +$6.37K +112 +0.4%
AAS
40
Ameritas Advisory Services
Nebraska
$1.41M -$48K -844 -3%
PJWM
41
Philip James Wealth Mangement
Georgia
$1.41M -$57.2K -1,005 -4%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.4M +$910K +15,991 +184%
MW
43
Maia Wealth
Colorado
$1.4M +$526K +8,799 +60%
EA
44
Evolution Advisers
Virginia
$1.38M – – –
Stifel Financial
45
Stifel Financial
Missouri
$1.18M -$10.4K -182 -0.9%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.16M -$14.8K -261 -1%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.07M -$39.8K -700 -4%
WA
48
Waverly Advisors
Alabama
$1.05M +$1.14K +20 +0.1%
Mariner
49
Mariner
Kansas
$1.03M – – –
MCA
50
MSH Capital Advisors
Arizona
$1.03M – – –
1
2
3 4 5