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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

158 hedge funds and large institutions have $630M invested in Invesco Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
44
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPWM
PFG Private Wealth Management
Florida
$10.7M
2
Morgan Stanley
Morgan Stanley
New York
$199M
3
GLA
Good Life Advisors
Pennsylvania
$7.17M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
LPL Financial
LPL Financial
California
$65.8M

Top Sellers

1
APWA
Atlas Private Wealth Advisors
New Jersey
$13.8M
2
Osaic Holdings
Osaic Holdings
Arizona
$4.99M
3
MCCA
Mill Creek Capital Advisors
Pennsylvania
$4.02M
4
AWA
Arkadios Wealth Advisors
Georgia
$7.09M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
51
MSH Capital Advisors
Arizona
$1.05M – – –
CPC
52
Consolidated Planning Corp
Georgia
$1.05M -$19.1K -328 -2%
CCM
53
Condor Capital Management
New Jersey
$1.04M -$17.5K -300 -2%
EWM
54
Evercore Wealth Management
New York
$1.04M – – –
WWM
55
Western Wealth Management
Colorado
$979K +$11.9K +204 +1%
Comerica Bank
56
Comerica Bank
Texas
$946K +$177K +3,042 +23%
FA
57
Fiducient Advisors
Illinois
$902K – – –
MW
58
Maia Wealth
Colorado
$860K +$860K +14,623 New
IFWM
59
Institute for Wealth Management
Colorado
$855K +$350 +6 +0%
PPWM
60
Paragon Private Wealth Management
Kentucky
$832K – – –
PF
61
Parker Financial
Washington
$787K -$178K -3,050 -18%
HWM
62
Howard Wealth Management
Connecticut
$786K – – –
Citigroup
63
Citigroup
New York
$779K -$8.46K -145 -1%
AWS
64
Atria Wealth Solutions
New York
$775K -$5.6K -96 -0.7%
RIA
65
Retirement Investment Advisors
Oklahoma
$735K -$34.9K -598 -5%
NRI
66
NFP Retirement Inc
California
$699K -$2.04K -35 -0.3%
CWM
67
Cornerstone Wealth Management
Missouri
$627K – – –
ACM
68
Armbruster Capital Management
New York
$590K – – –
OC
69
Oppenheimer & Co
New York
$585K -$35.1K -602 -6%
BEI
70
Benjamin Edwards Inc
Missouri
$572K +$572K +9,808 New
RWM
71
Rockwood Wealth Management
Pennsylvania
$548K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$542K +$21K +360 +4%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$533K -$72.2K -1,238 -12%
SIA
74
Strategic Investment Advisors
Michigan
$523K -$54.9K -941 -10%
SI
75
SimpliFi Inc
California
$520K +$525 +9 +0.1%
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