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Invesco Large Cap Value ETF

110 hedge funds and large institutions have $350M invested in Invesco Large Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
22
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
76
SVB Wealth
Massachusetts
$212K +$212K +6,316 New
GT
77
Greenleaf Trust
Michigan
$209K +$209K +6,234 New
BW
78
Bison Wealth
Georgia
$184K -$376K -11,210 -67%
SBSB
79
Sullivan, Bruyette, Speros & Blaney
Virginia
$128K
FHA
80
Flagship Harbor Advisors
Massachusetts
$109K
US Bancorp
81
US Bancorp
Minnesota
$86K -$136K -4,061 -61%
IFAM
82
Institutional & Family Asset Management
Colorado
$84K
RCA
83
Rowland Carmichael Advisors
Arizona
$80K
GWM
84
Geneos Wealth Management
Colorado
$72K
SPIA
85
Steward Partners Investment Advisory
New York
$61K +$11.9K +353 +24%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$60K +$21K +625 +54%
FWM
87
Focused Wealth Management
New York
$59K +$440 +13 +0.8%
BCMIO
88
Beacon Capital Management Inc (Ohio)
Ohio
$43K -$11.7K -351 -21%
GRP
89
Global Retirement Partners
California
$40K
GT
90
Glenmede Trust
Pennsylvania
$34K
PB
91
Pinnacle Bancorp
Nebraska
$26K -$9.46K -286 -27%
CFA
92
Carroll Financial Associates
North Carolina
$26K
CIAS
93
Capital Investment Advisory Services
North Carolina
$22K -$2.96K -90 -12%
TL
94
TrueWealth LLC
Georgia
$22K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$20K
MA
96
MUFG Americas
New York
$18K -$64.1K -1,879 -78%
BBA
97
Braun-Bostich & Associates
Pennsylvania
$18K
CFD
98
Creative Financial Designs
Indiana
$17K +$17K +500 New
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$16K
SSB
100
Sandy Spring Bank
Maryland
$15K