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Invesco Large Cap Value ETF

181 hedge funds and large institutions have $849M invested in Invesco Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $784M → $849M (+$64.7M)

7% more funds holding

Funds holding: 169181 (+12)

1.37% more ownership

Funds ownership: 65.2%66.57% (+1.4%)

Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
51
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$1.18M +$19.8K +302 +2%
WA
52
Waverly Advisors
Alabama
$1.1M -$138K -2,101 -11%
Citigroup
53
Citigroup
New York
$1.08M +$43.1K +657 +4%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.04M -$5.25K -80 -0.5%
FA
55
Fiducient Advisors
Illinois
$1.03M
AAS
56
Ameritas Advisory Services
Nebraska
$1.02M -$145K -2,202 -13%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$999K +$624K +9,511 +173%
Comerica Bank
58
Comerica Bank
Texas
$997K -$37K -564 -4%
PJWM
59
Philip James Wealth Mangement
Georgia
$984K -$227K -3,456 -19%
CCM
60
Condor Capital Management
New Jersey
$984K
MGIA
61
Moneta Group Investment Advisors
Missouri
$961K +$948K +14,440 New
PPWM
62
Paragon Private Wealth Management
Kentucky
$949K
IFWM
63
Institute for Wealth Management
Colorado
$914K -$37.6K -573 -4%
HWM
64
Howard Wealth Management
Connecticut
$869K -$12.3K -187 -1%
Stifel Financial
65
Stifel Financial
Missouri
$854K +$3.81K +58 +0.5%
CWM
66
Cornerstone Wealth Management
Missouri
$828K +$94.9K +1,446 +13%
MCA
67
MSH Capital Advisors
Arizona
$791K
NRI
68
NFP Retirement Inc
California
$753K
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$738K +$200K +3,051 +38%
Creative Planning
70
Creative Planning
Kansas
$711K -$131 -2 -0%
RIA
71
Retirement Investment Advisors
Oklahoma
$683K -$8.27K -126 -1%
ACM
72
Armbruster Capital Management
New York
$673K
Mariner
73
Mariner
Kansas
$655K -$569K -8,674 -47%
Goldman Sachs
74
Goldman Sachs
New York
$653K -$1.6M -24,321 -71%
BEI
75
Benjamin Edwards Inc
Missouri
$652K