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Invesco Large Cap Value ETF

113 hedge funds and large institutions have $394M invested in Invesco Large Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
25
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BW
76
Bison Wealth
Georgia
$234K
GT
77
Greenleaf Trust
Michigan
$230K
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$224K
IWA
79
IVC Wealth Advisors
Pennsylvania
$218K -$7.92K -186 -4%
KPWS
80
Kestra Private Wealth Services
Texas
$205K +$205K +4,815 New
SBSB
81
Sullivan, Bruyette, Speros & Blaney
Virginia
$163K
EVM
82
Eaton Vance Management
Massachusetts
$143K +$143K +3,341 New
AWA
83
Arkadios Wealth Advisors
Georgia
$136K +$119K +2,821 +723%
TRCT
84
Tower Research Capital (TRC)
New York
$123K -$317K -7,402 -72%
US Bancorp
85
US Bancorp
Minnesota
$112K +$1.88K +44 +2%
SPIA
86
Steward Partners Investment Advisory
New York
$108K +$15.5K +364 +17%
IFAM
87
Institutional & Family Asset Management
Colorado
$107K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$105K +$6.43K +151 +7%
PSIWM
89
Paradigm Strategies in Wealth Management
Minnesota
$93K +$93K +2,175 New
GWM
90
Geneos Wealth Management
Colorado
$91K
GRP
91
Global Retirement Partners
California
$82K
FWM
92
Focused Wealth Management
New York
$76K +$342 +8 +0.5%
BCMIO
93
Beacon Capital Management Inc (Ohio)
Ohio
$51K -$3.74K -88 -7%
GT
94
Glenmede Trust
Pennsylvania
$44K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$36K
CIAS
96
Capital Investment Advisory Services
North Carolina
$29K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$26K
MA
98
MUFG Americas
New York
$23K
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$21K
NFG
100
Next Financial Group
Texas
$20K