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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

139 hedge funds and large institutions have $671M invested in Invesco Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
30
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$353M
2
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$5.39M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$2.33M
4
LPL Financial
4
LPL Financial
California
$47.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M

Top Sellers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$19.8M
2
MAG
2
MRA Advisory Group
New Jersey
$223K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$25.3M
5
Bank of America
5
Bank of America
North Carolina
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Clearstead Advisors
Ohio
$409K +$409K +8,063 New
Fidelity Investments
77
Fidelity Investments
Massachusetts
$401K +$56.4K +1,111 +16%
PFS
78
Prospera Financial Services
Texas
$397K -$5.02K -99 -1%
WP
79
WealthShield Partners
North Carolina
$395K +$1.17K +23 +0.3%
WFAG
80
Wescott Financial Advisory Group
Pennsylvania
$361K – – –
GWM
81
Geneos Wealth Management
Colorado
$357K +$2.03K +40 +0.6%
HAM
82
Harmony Asset Management
Arizona
$335K +$335K +6,608 New
MA
83
MCF Advisors
Kentucky
$330K – – –
FP
84
Financial Perspectives
Minnesota
$318K +$16.5K +325 +5%
WPC
85
Wedmont Private Capital
Pennsylvania
$307K – – –
TRCT
86
Tower Research Capital (TRC)
New York
$301K +$198K +3,909 +193%
ODG
87
O'Dell Group
Ohio
$296K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$288K – – –
GT
89
Greenleaf Trust
Michigan
$273K – – –
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$266K +$266K +5,240 New
TWD
91
True Wealth Design
Ohio
$264K – – –
BSW
92
Buckingham Strategic Wealth
Missouri
$260K – – –
SVWAG
93
Sound View Wealth Advisors Group
Georgia
$251K – – –
Cerity Partners
94
Cerity Partners
New York
$232K +$232K +4,584 New
RFN
95
RDA Financial Network
Iowa
$231K -$1.02K -20 -0.4%
GA
96
Goldstein Advisors
Wisconsin
$231K -$1.22K -24 -0.5%
ACI
97
Alpha Cubed Investments
California
$230K – – –
MAG
98
MRA Advisory Group
New Jersey
$223K -$5.36M -105,647 -96%
IWA
99
IVC Wealth Advisors
Pennsylvania
$218K – – –
CCA
100
Criterion Capital Advisors
Tennessee
$160K +$160K +3,155 New
2 3
4
5 6