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Invesco Large Cap Value ETF

167 hedge funds and large institutions have $750M invested in Invesco Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.82M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.68M
MCCA
28
Mill Creek Capital Advisors
Pennsylvania
$4.29M
Ameriprise
29
Ameriprise
Minnesota
$3.49M
HFW
30
Horizon Family Wealth
Illinois
$3.21M
CW
31
Cooksen Wealth
Texas
$3.2M
AWA
32
AGH Wealth Advisors
Kansas
$2.88M
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$2.77M
MSFS
34
Main Street Financial Solutions
Pennsylvania
$2.44M
FCM
35
Firestone Capital Management
Florida
$2.33M
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.29M
PA
37
Parallel Advisors
California
$2.18M
SWM
38
Spire Wealth Management
Virginia
$2.07M
PCG
39
Prosperity Consulting Group
Maryland
$1.65M
MML Investors Services
40
MML Investors Services
Massachusetts
$1.62M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.53M
EA
42
Evolution Advisers
Virginia
$1.51M
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.49M
PJWM
44
Philip James Wealth Mangement
Georgia
$1.48M
WH
45
Willner & Heller
California
$1.4M
JFA
46
JNBA Financial Advisors
Minnesota
$1.29M
Mariner
47
Mariner
Kansas
$1.18M
PAG
48
Private Advisor Group
New Jersey
$1.16M
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.16M
WA
50
Waverly Advisors
Alabama
$1.15M