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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

143 hedge funds and large institutions have $534M invested in Invesco Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% 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
0.03%
New
14
Increased
36
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$5.45M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.63M
3
LPL Financial
LPL Financial
California
+$2.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.74M
5
PCG
Prosperity Consulting Group
Maryland
+$1.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$208M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$12.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.34M
4
N
Natixis
France
-$1.38M
5
UBS Group
UBS Group
Switzerland
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Clearstead Advisors
Ohio
$450K +$502 +9 +0.1%
PFS
77
Prospera Financial Services
Texas
$444K – – –
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$427K -$86.6K -1,527 -17%
WP
79
WealthShield Partners
North Carolina
$425K -$15.9K -280 -4%
GWM
80
Geneos Wealth Management
Colorado
$404K +$5.56K +98 +1%
WFAG
81
Wescott Financial Advisory Group
Pennsylvania
$404K – – –
TH
82
TCTC Holdings
Texas
$371K -$85.9K -1,516 -19%
MA
83
MCF Advisors
Kentucky
$368K – – –
WPC
84
Wedmont Private Capital
Pennsylvania
$338K – – –
ODG
85
O'Dell Group
Ohio
$330K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$313K -$7.27K -128 -2%
GT
87
Greenleaf Trust
Michigan
$305K – – –
FP
88
Financial Perspectives
Minnesota
$305K -$49.8K -879 -14%
TWD
89
True Wealth Design
Ohio
$295K – – –
Citadel Advisors
90
Citadel Advisors
Florida
$294K -$915K -16,144 -76%
BSW
91
Buckingham Strategic Wealth
Missouri
$290K – – –
SVWAG
92
Sound View Wealth Advisors Group
Georgia
$280K – – –
Cerity Partners
93
Cerity Partners
New York
$261K +$341 +6 +0.1%
RFN
94
RDA Financial Network
Iowa
$258K – – –
ACI
95
Alpha Cubed Investments
California
$257K +$340 +6 +0.1%
GA
96
Goldstein Advisors
Wisconsin
$251K -$6.86K -121 -3%
HWM
97
HB Wealth Management
Georgia
$249K +$249K +4,386 New
IWA
98
IVC Wealth Advisors
Pennsylvania
$243K – – –
CB
99
Commerce Bank
Missouri
$233K +$233K +4,119 New
GC
100
Grimes & Company
Massachusetts
$222K +$222K +3,912 New
2 3
4
5 6