PWV icon

Invesco Large Cap Value ETF

144 hedge funds and large institutions have $510M invested in Invesco Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+13
Holders Change %
+9.92%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
43
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
N
51
Natixis
France
$898K +$898K +19,072 New
MCA
52
MSH Capital Advisors
Arizona
$850K
EWM
53
Evercore Wealth Management
New York
$837K
TAIM
54
TD Ameritrade Investment Management
Nebraska
$738K -$308K -6,531 -29%
IFWM
55
Institute for Wealth Management
Colorado
$701K +$471 +10 +0.1%
SIA
56
Strategic Investment Advisors
Michigan
$658K +$180K +3,823 +38%
Citigroup
57
Citigroup
New York
$641K -$25.2K -536 -4%
HWM
58
Howard Wealth Management
Connecticut
$635K
NRI
59
NFP Retirement Inc
California
$628K
RIA
60
Retirement Investment Advisors
Oklahoma
$615K +$615K +13,078 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$581K +$10.6K +226 +2%
SPC
62
Sigma Planning Corp
Michigan
$571K -$2.21K -47 -0.4%
HighTower Advisors
63
HighTower Advisors
Illinois
$524K
BFC
64
Bedel Financial Consulting
Indiana
$505K
ACM
65
Armbruster Capital Management
New York
$503K
OC
66
Oppenheimer & Co
New York
$495K
AWS
67
Atria Wealth Solutions
New York
$477K +$1.13K +24 +0.2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$464K
BFEC
69
Benjamin F. Edwards & Company
Missouri
$459K -$13.1K -278 -3%
Mariner
70
Mariner
Kansas
$456K +$128K +2,720 +39%
RWM
71
Rockwood Wealth Management
Pennsylvania
$435K +$2.92K +62 +0.7%
WP
72
WealthShield Partners
North Carolina
$404K -$22.6K -480 -5%
PFS
73
Prospera Financial Services
Texas
$385K +$385K +8,186 New
VWA
74
V Wealth Advisors
Kansas
$381K -$32.3K -686 -8%
TH
75
TCTC Holdings
Texas
$379K -$16.8K -357 -4%