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Invesco Large Cap Value ETF

159 hedge funds and large institutions have $686M invested in Invesco Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
50
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$1.1M +$23.8K +400 +2%
PAG
52
Private Advisor Group
New Jersey
$1.08M +$12.5K +210 +1%
EWM
53
Evercore Wealth Management
New York
$1.06M
Stifel Financial
54
Stifel Financial
Missouri
$1.01M -$225K -3,785 -18%
Comerica Bank
55
Comerica Bank
Texas
$992K +$7.68K +129 +0.8%
WWM
56
Western Wealth Management
Colorado
$977K +$10.1K +169 +1%
CPC
57
Consolidated Planning Corp
Georgia
$974K -$98.5K -1,655 -9%
HighTower Advisors
58
HighTower Advisors
Illinois
$969K -$41K -689 -4%
FA
59
Fiducient Advisors
Illinois
$920K
CCM
60
Condor Capital Management
New Jersey
$889K -$169K -2,839 -16%
IFWM
61
Institute for Wealth Management
Colorado
$870K +$119 +2 +0%
PPWM
62
Paragon Private Wealth Management
Kentucky
$849K
MCA
63
MSH Capital Advisors
Arizona
$807K -$268K -4,500 -25%
HWM
64
Howard Wealth Management
Connecticut
$800K
AQR Capital Management
65
AQR Capital Management
Connecticut
$723K +$723K +12,148 New
Citigroup
66
Citigroup
New York
$701K +$32.7K +549 +5%
NRI
67
NFP Retirement Inc
California
$673K -$40.2K -675 -6%
CWM
68
Cornerstone Wealth Management
Missouri
$640K
RIA
69
Retirement Investment Advisors
Oklahoma
$619K -$6.01K -101 -1%
ACM
70
Armbruster Capital Management
New York
$602K
BEI
71
Benjamin Edwards Inc
Missouri
$584K
OC
72
Oppenheimer & Co
New York
$582K -$13K -219 -2%
Creative Planning
73
Creative Planning
Kansas
$581K +$581K +9,760 New
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$564K -$53.4K -898 -9%
SI
75
SimpliFi Inc
California
$532K +$3.63K +61 +0.7%