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Invesco Large Cap Value ETF

134 hedge funds and large institutions have $483M invested in Invesco Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-5
Holders Change %
-3.6%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
30
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
76
V Wealth Advisors
Kansas
$346K
WFAG
77
Wescott Financial Advisory Group
Pennsylvania
$332K
MA
78
MCF Advisors
Kentucky
$303K
IWM
79
IHT Wealth Management
Illinois
$302K -$48.6K -1,042 -14%
WPC
80
Wedmont Private Capital
Pennsylvania
$281K
FP
81
Financial Perspectives
Minnesota
$277K +$93 +2 +0%
ODG
82
O'Dell Group
Ohio
$272K +$272K +5,825 New
MAC
83
Mason & Associates (California)
California
$253K
GT
84
Greenleaf Trust
Michigan
$251K
TWD
85
True Wealth Design
Ohio
$243K
BSW
86
Buckingham Strategic Wealth
Missouri
$239K
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$230K
RFN
88
RDA Financial Network
Iowa
$215K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$214K +$27.6K +592 +15%
GA
90
Goldstein Advisors
Wisconsin
$213K +$233 +5 +0.1%
ACI
91
Alpha Cubed Investments
California
$211K
T
92
TNF
Montana
$210K -$1.68K -36 -0.8%
IWA
93
IVC Wealth Advisors
Pennsylvania
$200K +$200K +4,290 New
TRCT
94
Tower Research Capital (TRC)
New York
$192K +$15.1K +324 +9%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$180K -$97.1K -2,079 -35%
EWM
96
EPG Wealth Management
Georgia
$140K
KFI
97
Key Financial Inc
Pennsylvania
$130K
GWM
98
Geneos Wealth Management
Colorado
$123K +$69.7K +1,494 +130%
IFAM
99
Institutional & Family Asset Management
Colorado
$117K
CT
100
Cambridge Trust
Massachusetts
$105K