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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

158 hedge funds and large institutions have $626M invested in Invesco Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
39
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$2.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$942K

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$10.4M
2
LPL Financial
LPL Financial
California
-$4.37M
3
GLA
Good Life Advisors
Pennsylvania
-$3.31M
4
IWP
IAG Wealth Partners
Wisconsin
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$958K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
51
Consolidated Planning Corp
Georgia
$1.03M – – –
PAG
52
Private Advisor Group
New Jersey
$1.02M -$12.9K -227 -1%
EWM
53
Evercore Wealth Management
New York
$1.01M – – –
CCM
54
Condor Capital Management
New Jersey
$1.01M -$4.49K -79 -0.4%
HighTower Advisors
55
HighTower Advisors
Illinois
$966K -$182K -3,197 -16%
Comerica Bank
56
Comerica Bank
Texas
$941K +$18.5K +325 +2%
WWM
57
Western Wealth Management
Colorado
$924K -$30.5K -537 -3%
FA
58
Fiducient Advisors
Illinois
$880K – – –
IFWM
59
Institute for Wealth Management
Colorado
$831K -$2.62K -46 -0.3%
PPWM
60
Paragon Private Wealth Management
Kentucky
$811K – – –
HWM
61
Howard Wealth Management
Connecticut
$765K -$2.16K -38 -0.3%
NRI
62
NFP Retirement Inc
California
$682K – – –
Citigroup
63
Citigroup
New York
$639K -$121K -2,131 -16%
CWM
64
Cornerstone Wealth Management
Missouri
$612K – – –
RIA
65
Retirement Investment Advisors
Oklahoma
$597K -$119K -2,096 -17%
PF
66
Parker Financial
Washington
$597K -$170K -2,992 -22%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$590K +$70.4K +1,238 +14%
ACM
68
Armbruster Capital Management
New York
$575K – – –
OC
69
Oppenheimer & Co
New York
$569K -$1.48K -26 -0.3%
BEI
70
Benjamin Edwards Inc
Missouri
$558K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$535K +$6.37K +112 +1%
RWM
72
Rockwood Wealth Management
Pennsylvania
$533K – – –
BFC
73
Bedel Financial Consulting
Indiana
$532K – – –
Goldman Sachs
74
Goldman Sachs
New York
$526K -$958K -16,837 -65%
SIA
75
Strategic Investment Advisors
Michigan
$507K -$3.01K -53 -0.6%
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