PWV icon

Invesco Large Cap Value ETF

139 hedge funds and large institutions have $464M invested in Invesco Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
27
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$340K +$20.7K +458 +6%
VWA
77
V Wealth Advisors
Kansas
$336K -$30.8K -681 -8%
WFAG
78
Wescott Financial Advisory Group
Pennsylvania
$322K
Citadel Advisors
79
Citadel Advisors
Florida
$302K -$9.65K -213 -3%
MA
80
MCF Advisors
Kentucky
$294K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$280K +$121K +2,566 +76%
WPC
82
Wedmont Private Capital
Pennsylvania
$274K
FP
83
Financial Perspectives
Minnesota
$269K +$45 +1 +0%
MAC
84
Mason & Associates (California)
California
$245K
GT
85
Greenleaf Trust
Michigan
$244K
BSW
86
Buckingham Strategic Wealth
Missouri
$241K
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$237K
TWD
88
True Wealth Design
Ohio
$236K
MHS
89
M Holdings Securities
Oregon
$229K +$229K +5,067 New
SVWAG
90
Sound View Wealth Advisors Group
Georgia
$224K
Cerity Partners
91
Cerity Partners
New York
$215K +$215K +4,770 New
RFN
92
RDA Financial Network
Iowa
$209K
T
93
TNF
Montana
$208K -$51.4K -1,124 -20%
GA
94
Goldstein Advisors
Wisconsin
$207K
ACI
95
Alpha Cubed Investments
California
$205K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$181K -$5.52K -122 -3%
TRCT
97
Tower Research Capital (TRC)
New York
$172K -$75.1K -1,653 -30%
EWM
98
EPG Wealth Management
Georgia
$136K
KFI
99
Key Financial Inc
Pennsylvania
$126K +$113K +2,500 +877%
US Bancorp
100
US Bancorp
Minnesota
$113K +$63.4K +1,400 +127%