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Invesco Large Cap Value ETF

139 hedge funds and large institutions have $671M invested in Invesco Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
30
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
51
Evercore Wealth Management
New York
$902K
AAS
52
Ameritas Advisory Services
Nebraska
$890K -$483K -9,306 -35%
PAG
53
Private Advisor Group
New Jersey
$869K +$232K +4,570 +36%
WWM
54
Western Wealth Management
Colorado
$855K -$122K -2,413 -13%
Citigroup
55
Citigroup
New York
$817K -$24.1K -474 -3%
Comerica Bank
56
Comerica Bank
Texas
$790K +$76.4K +1,506 +11%
IFWM
57
Institute for Wealth Management
Colorado
$745K +$51 +1 +0%
HighTower Advisors
58
HighTower Advisors
Illinois
$717K +$58K +1,142 +9%
HWM
59
Howard Wealth Management
Connecticut
$684K
RIA
60
Retirement Investment Advisors
Oklahoma
$681K -$328K -6,467 -33%
NRI
61
NFP Retirement Inc
California
$627K
GCP
62
GSA Capital Partners
United Kingdom
$593K -$199K -3,922 -25%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$580K
CWM
64
Cornerstone Wealth Management
Missouri
$575K -$51 -1 -0%
OC
65
Oppenheimer & Co
New York
$531K +$41.8K +824 +9%
SIA
66
Strategic Investment Advisors
Michigan
$524K -$44.4K -875 -8%
SI
67
SimpliFi Inc
California
$518K
ACM
68
Armbruster Capital Management
New York
$513K
AWS
69
Atria Wealth Solutions
New York
$502K +$2.89K +57 +0.6%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$497K
RWM
71
Rockwood Wealth Management
Pennsylvania
$477K
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$460K
BFC
73
Bedel Financial Consulting
Indiana
$448K
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$435K -$119K -2,340 -21%
TH
75
TCTC Holdings
Texas
$409K