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Invesco Large Cap Value ETF

146 hedge funds and large institutions have $569M invested in Invesco Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
36
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCA
51
MSH Capital Advisors
Arizona
$994K 18,057
EWM
52
Evercore Wealth Management
New York
$979K 17,782
PF
53
Parker Financial
Washington
$922K 16,542 -1,348 -8%
WWM
54
Western Wealth Management
Colorado
$913K 16,582 -204 -1%
FA
55
Fiducient Advisors
Illinois
$851K 15,465 +15,465 New
IFWM
56
Institute for Wealth Management
Colorado
$806K 14,651 -33 -0.2%
PPWM
57
Paragon Private Wealth Management
Kentucky
$785K 14,265 -18,725 -57%
Citigroup
58
Citigroup
New York
$743K 13,503 -2,505 -16%
HWM
59
Howard Wealth Management
Connecticut
$742K 13,485
AWS
60
Atria Wealth Solutions
New York
$737K 13,389 -28 -0.2%
RIA
61
Retirement Investment Advisors
Oklahoma
$726K 13,196 +13,196 New
Comerica Bank
62
Comerica Bank
Texas
$725K 13,170 -2,253 -15%
NRI
63
NFP Retirement Inc
California
$662K 12,025
CWM
64
Cornerstone Wealth Management
Missouri
$592K 10,755
OC
65
Oppenheimer & Co
New York
$585K 10,631 -87 -0.8%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$571K 10,377 -773 -7%
ACM
67
Armbruster Capital Management
New York
$557K 10,117
SIA
68
Strategic Investment Advisors
Michigan
$545K 9,905 -185 -2%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$540K 9,808
RWM
70
Rockwood Wealth Management
Pennsylvania
$518K 9,403
Fidelity Investments
71
Fidelity Investments
Massachusetts
$492K 8,933 +59 +0.7%
SI
72
SimpliFi Inc
California
$490K 8,900 +119 +1%
BFC
73
Bedel Financial Consulting
Indiana
$486K 8,832
HAM
74
Harmony Asset Management
Arizona
$451K 8,201 +16 +0.2%
CA
75
Clearstead Advisors
Ohio
$445K 8,084 +12 +0.1%