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Invesco Large Cap Value ETF

134 hedge funds and large institutions have $483M invested in Invesco Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-5
Holders Change %
-3.6%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
30
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$787K +$787K +16,888 New
Citigroup
52
Citigroup
New York
$776K +$130K +2,787 +20%
IFWM
53
Institute for Wealth Management
Colorado
$684K +$793 +17 +0.1%
GCP
54
GSA Capital Partners
United Kingdom
$643K +$186K +3,998 +41%
HWM
55
Howard Wealth Management
Connecticut
$629K
NRI
56
NFP Retirement Inc
California
$623K
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$620K -$466 -10 -0.1%
HighTower Advisors
58
HighTower Advisors
Illinois
$606K +$102K +2,180 +20%
PAG
59
Private Advisor Group
New Jersey
$594K -$2.24K -48 -0.4%
Mariner
60
Mariner
Kansas
$577K +$147K +3,152 +34%
TAIM
61
TD Ameritrade Investment Management
Nebraska
$572K -$83.4K -1,790 -13%
SI
62
SimpliFi Inc
California
$541K -$8.97M -192,458 -94%
CWM
63
Cornerstone Wealth Management
Missouri
$529K
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$494K -$26.8K -575 -5%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$491K -$85.1K -1,824 -15%
ACM
66
Armbruster Capital Management
New York
$472K -$26.6K -570 -5%
AWS
67
Atria Wealth Solutions
New York
$463K -$19K -407 -4%
OC
68
Oppenheimer & Co
New York
$463K -$18.4K -394 -4%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$457K
RWM
70
Rockwood Wealth Management
Pennsylvania
$436K +$2.98K +64 +0.7%
BFC
71
Bedel Financial Consulting
Indiana
$412K
TH
72
TCTC Holdings
Texas
$376K
Citadel Advisors
73
Citadel Advisors
Florida
$374K +$63.1K +1,354 +20%
PFS
74
Prospera Financial Services
Texas
$370K -$12.2K -261 -3%
WP
75
WealthShield Partners
North Carolina
$364K -$29.6K -635 -8%