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Invesco Large Cap Value ETF

112 hedge funds and large institutions have $341M invested in Invesco Large Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
76
SVB Wealth
Massachusetts
$215K
GT
77
Greenleaf Trust
Michigan
$212K
BW
78
Bison Wealth
Georgia
$187K
SBSB
79
Sullivan, Bruyette, Speros & Blaney
Virginia
$130K
FHA
80
Flagship Harbor Advisors
Massachusetts
$110K
BAM
81
Belpointe Asset Management
Nevada
$103K +$103K +3,018 New
US Bancorp
82
US Bancorp
Minnesota
$87K
IFAM
83
Institutional & Family Asset Management
Colorado
$85K
RCA
84
Rowland Carmichael Advisors
Arizona
$81K
SPIA
85
Steward Partners Investment Advisory
New York
$74K +$12.3K +359 +20%
GWM
86
Geneos Wealth Management
Colorado
$68K -$5.65K -170 -8%
PS
87
Planned Solutions
California
$62K +$62K +1,825 New
FWM
88
Focused Wealth Management
New York
$60K +$444 +13 +0.7%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$59K -$1.84K -54 -3%
BCMIO
90
Beacon Capital Management Inc (Ohio)
Ohio
$44K
GRP
91
Global Retirement Partners
California
$41K
PFS
92
Prospera Financial Services
Texas
$38K -$259K -7,661 -87%
GT
93
Glenmede Trust
Pennsylvania
$35K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$28K +$28K +837 New
PB
95
Pinnacle Bancorp
Nebraska
$27K
CIAS
96
Capital Investment Advisory Services
North Carolina
$23K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$21K
MA
98
MUFG Americas
New York
$18K
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$17K
NFG
100
Next Financial Group
Texas
$16K +$16K +468 New