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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

158 hedge funds and large institutions have $626M invested in Invesco Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
39
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$2.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$942K

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$10.4M
2
LPL Financial
LPL Financial
California
-$4.37M
3
GLA
Good Life Advisors
Pennsylvania
-$3.31M
4
IWP
IAG Wealth Partners
Wisconsin
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$958K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
SimpliFi Inc
California
$505K -$1.76K -31 -0.3%
HAM
77
Harmony Asset Management
Arizona
$470K -$4.78K -84 -1%
CA
78
Clearstead Advisors
Ohio
$461K +$626 +11 +0.1%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$458K +$165K +2,902 +56%
PFS
80
Prospera Financial Services
Texas
$435K -$10.6K -186 -2%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$423K -$2.67K -47 -0.6%
WFAG
82
Wescott Financial Advisory Group
Pennsylvania
$405K – – –
AWS
83
Atria Wealth Solutions
New York
$404K -$352K -6,189 -47%
WP
84
WealthShield Partners
North Carolina
$402K -$9.39K -165 -2%
GWM
85
Geneos Wealth Management
Colorado
$394K -$967 -17 -0.2%
TH
86
TCTC Holdings
Texas
$372K – – –
MA
87
MCF Advisors
Kentucky
$370K – – –
RFN
88
RDA Financial Network
Iowa
$361K +$1.71K +30 +0.5%
WPC
89
Wedmont Private Capital
Pennsylvania
$352K +$12.6K +223 +4%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$333K +$333K +5,859 New
ODG
91
O'Dell Group
Ohio
$331K – – –
GT
92
Greenleaf Trust
Michigan
$306K – – –
FP
93
Financial Perspectives
Minnesota
$306K +$57 +1 +0%
TWD
94
True Wealth Design
Ohio
$296K – – –
SVWAG
95
Sound View Wealth Advisors Group
Georgia
$281K – – –
IAA
96
Independent Advisor Alliance
North Carolina
$275K +$275K +4,835 New
Betterment LLC
97
Betterment LLC
New York
$265K +$3.3K +58 +1%
Cerity Partners
98
Cerity Partners
New York
$262K +$398 +7 +0.2%
WB
99
WesBanco Bank
West Virginia
$260K – – –
ACI
100
Alpha Cubed Investments
California
$258K -$284 -5 -0.1%
2 3
4
5 6