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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

143 hedge funds and large institutions have $534M invested in Invesco Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
36
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$5.45M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.63M
3
LPL Financial
LPL Financial
California
+$2.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.74M
5
PCG
Prosperity Consulting Group
Maryland
+$1.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$208M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$12.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.34M
4
N
Natixis
France
-$1.38M
5
UBS Group
UBS Group
Switzerland
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Condor Capital Management
New Jersey
$1.03M -$596K -10,512 -37%
MCA
52
MSH Capital Advisors
Arizona
$1.02M – – –
PF
53
Parker Financial
Washington
$1.01M -$109K -1,923 -10%
EWM
54
Evercore Wealth Management
New York
$1.01M – – –
WA
55
Waverly Advisors
Alabama
$1M +$1M +17,658 New
WWM
56
Western Wealth Management
Colorado
$951K -$4.08K -72 -0.4%
Citigroup
57
Citigroup
New York
$907K -$4.93K -87 -0.5%
Comerica Bank
58
Comerica Bank
Texas
$874K -$7.88K -139 -0.9%
IFWM
59
Institute for Wealth Management
Colorado
$832K +$510 +9 +0.1%
HWM
60
Howard Wealth Management
Connecticut
$764K – – –
AWS
61
Atria Wealth Solutions
New York
$760K +$200K +3,525 +36%
NRI
62
NFP Retirement Inc
California
$682K -$18.4K -325 -3%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$632K -$15.6K -275 -2%
CWM
64
Cornerstone Wealth Management
Missouri
$610K -$33K -583 -5%
OC
65
Oppenheimer & Co
New York
$607K +$14.5K +256 +2%
ACM
66
Armbruster Capital Management
New York
$573K – – –
SIA
67
Strategic Investment Advisors
Michigan
$572K -$13.4K -236 -2%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$556K +$283 +5 +0.1%
RWM
69
Rockwood Wealth Management
Pennsylvania
$533K – – –
CA
70
Cetera Advisors
Colorado
$511K +$511K +9,015 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$503K +$55.4K +978 +12%
BFC
72
Bedel Financial Consulting
Indiana
$501K – – –
SI
73
SimpliFi Inc
California
$498K -$130K -2,286 -21%
GCP
74
GSA Capital Partners
United Kingdom
$472K -$190K -3,355 -29%
HAM
75
Harmony Asset Management
Arizona
$464K +$89.4K +1,577 +24%
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