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Invesco Large Cap Value ETF

130 hedge funds and large institutions have $479M invested in Invesco Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
5
Increased
32
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$327K +$203K +4,343 +164%
Goldman Sachs
77
Goldman Sachs
New York
$322K -$468K -10,000 -59%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$318K +$103K +2,192 +48%
MA
79
MCF Advisors
Kentucky
$304K
WPC
80
Wedmont Private Capital
Pennsylvania
$278K
FP
81
Financial Perspectives
Minnesota
$278K +$94 +2 +0%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$275K +$87.6K +1,797 +47%
ODG
83
O'Dell Group
Ohio
$273K
GT
84
Greenleaf Trust
Michigan
$252K
IWM
85
IHT Wealth Management
Illinois
$252K -$51K -1,089 -17%
TWD
86
True Wealth Design
Ohio
$244K
Citadel Advisors
87
Citadel Advisors
Florida
$241K -$134K -2,873 -36%
BSW
88
Buckingham Strategic Wealth
Missouri
$240K
SVWAG
89
Sound View Wealth Advisors Group
Georgia
$231K
RFN
90
RDA Financial Network
Iowa
$214K -$1.4K -30 -0.7%
GA
91
Goldstein Advisors
Wisconsin
$214K
ACI
92
Alpha Cubed Investments
California
$212K
IWA
93
IVC Wealth Advisors
Pennsylvania
$201K
EWM
94
EPG Wealth Management
Georgia
$140K
KFI
95
Key Financial Inc
Pennsylvania
$130K
IFAM
96
Institutional & Family Asset Management
Colorado
$117K
CT
97
Cambridge Trust
Massachusetts
$98.7K -$6.6K -141 -6%
TRCT
98
Tower Research Capital (TRC)
New York
$94.6K -$97.8K -2,090 -51%
SPIA
99
Steward Partners Investment Advisory
New York
$93.5K
US Bancorp
100
US Bancorp
Minnesota
$86.5K