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Invesco Large Cap Value ETF

118 hedge funds and large institutions have $406M invested in Invesco Large Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 5 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
31
Reduced
37
Closed
5
Calls
Puts
$333K
Net Calls
-$333K
Net Calls Change
-$333K
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$222K -$84.5K -1,901 -28%
SW
77
SVB Wealth
Massachusetts
$202K -$71K -1,600 -26%
KPWS
78
Kestra Private Wealth Services
Texas
$201K -$13.7K -309 -6%
IWA
79
IVC Wealth Advisors
Pennsylvania
$201K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$161K -$6.48K -146 -4%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$149K
EVM
82
Eaton Vance Management
Massachusetts
$149K
BAM
83
Belpointe Asset Management
Nevada
$140K -$581 -13 -0.4%
EWM
84
EPG Wealth Management
Georgia
$133K +$133K +3,000 New
US Bancorp
85
US Bancorp
Minnesota
$114K
IFAM
86
Institutional & Family Asset Management
Colorado
$111K
SPIA
87
Steward Partners Investment Advisory
New York
$93K -$6.32K -142 -6%
GWM
88
Geneos Wealth Management
Colorado
$88K
FWM
89
Focused Wealth Management
New York
$80K +$446 +10 +0.6%
GRP
90
Global Retirement Partners
California
$53K
BCMIO
91
Beacon Capital Management Inc (Ohio)
Ohio
$53K +$53K +1,197 New
TWA
92
TCI Wealth Advisors
Arizona
$51K
GT
93
Glenmede Trust
Pennsylvania
$46K
NFG
94
Next Financial Group
Texas
$46K +$25.1K +562 +120%
WLPWM
95
Walled Lake Planning & Wealth Management
Illinois
$44K +$44K +980 New
TRCT
96
Tower Research Capital (TRC)
New York
$39K -$14.9K -330 -28%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$37K
CIAS
98
Capital Investment Advisory Services
North Carolina
$30K
BW
99
Bison Wealth
Georgia
$25K -$219K -4,922 -90%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$23K