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Invesco Large Cap Value ETF

181 hedge funds and large institutions have $849M invested in Invesco Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $784M → $849M (+$64.7M)

7% more funds holding

Funds holding: 169181 (+12)

1.37% more ownership

Funds ownership: 65.2%66.57% (+1.4%)

Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
51
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$5.78M +$414K +6,307 +8%
PAG
27
Private Advisor Group
New Jersey
$5M +$765K +11,649 +18%
MCCA
28
Mill Creek Capital Advisors
Pennsylvania
$4.59M
CWMGP
29
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.48M +$235K +3,577 +6%
HFW
30
Horizon Family Wealth
Illinois
$3.47M +$14K +213 +0.4%
CW
31
Cooksen Wealth
Texas
$3.43M
AWA
32
AGH Wealth Advisors
Kansas
$3.4M +$53.8K +820 +2%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.08M -$302K -4,606 -9%
FFA
34
Farther Finance Advisors
California
$2.9M +$2.59M +39,441 +955%
FCM
35
Firestone Capital Management
Florida
$2.49M -$9.85K -150 -0.4%
PA
36
Parallel Advisors
California
$2.39M
Baird Financial Group
37
Baird Financial Group
Wisconsin
$2.15M -$165K -2,521 -7%
CSP
38
Cary Street Partners
Virginia
$2.11M +$2.08M +31,650 New
SWM
39
Spire Wealth Management
Virginia
$2.04M -$181K -2,760 -8%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.92M -$18.2K -277 -0.9%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.79M +$139K +2,117 +9%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.78M +$96.8K +1,475 +6%
PCG
43
Prosperity Consulting Group
Maryland
$1.76M
EA
44
Evolution Advisers
Virginia
$1.62M
WH
45
Willner & Heller
California
$1.49M -$14.5K -221 -1%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.3M +$55.5K +845 +5%
JFA
47
JNBA Financial Advisors
Minnesota
$1.25M -$42.1K -641 -3%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.24M +$23.4K +357 +2%
CPC
49
Consolidated Planning Corp
Georgia
$1.19M
EWM
50
Evercore Wealth Management
New York
$1.18M