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Invesco Large Cap Value ETF

117 hedge funds and large institutions have $410M invested in Invesco Large Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
30
Reduced
43
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
76
Harborview Advisors
Maine
$279K
SW
77
SVB Wealth
Massachusetts
$273K -$7.32K -165 -3%
BW
78
Bison Wealth
Georgia
$243K
GT
79
Greenleaf Trust
Michigan
$239K
KPWS
80
Kestra Private Wealth Services
Texas
$215K +$889 +20 +0.4%
IWA
81
IVC Wealth Advisors
Pennsylvania
$201K -$26.7K -600 -12%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$167K +$58K +1,310 +53%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$149K +$122K +2,660 +443%
EVM
84
Eaton Vance Management
Massachusetts
$148K
BAM
85
Belpointe Asset Management
Nevada
$139K -$400K -9,058 -74%
US Bancorp
86
US Bancorp
Minnesota
$114K -$1.95K -44 -2%
IFAM
87
Institutional & Family Asset Management
Colorado
$111K
SPIA
88
Steward Partners Investment Advisory
New York
$99K -$13.3K -300 -12%
PSIWM
89
Paradigm Strategies in Wealth Management
Minnesota
$97K
GWM
90
Geneos Wealth Management
Colorado
$88K -$4.1K -92 -4%
FWM
91
Focused Wealth Management
New York
$79K +$354 +8 +0.5%
TRCT
92
Tower Research Capital (TRC)
New York
$53K -$74.1K -1,672 -58%
GRP
93
Global Retirement Partners
California
$53K -$31.7K -717 -37%
TWA
94
TCI Wealth Advisors
Arizona
$51K +$51K +1,147 New
GT
95
Glenmede Trust
Pennsylvania
$46K
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$37K
CIAS
97
Capital Investment Advisory Services
North Carolina
$30K
MA
98
MUFG Americas
New York
$23K
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$23K +$19.3K +434 +517%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$22K