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Invesco Large Cap Value ETF

181 hedge funds and large institutions have $849M invested in Invesco Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $784M → $849M (+$64.7M)

7% more funds holding

Funds holding: 169181 (+12)

1.37% more ownership

Funds ownership: 65.2%66.57% (+1.4%)

Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
51
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S4W
76
Solutions 4 Wealth
Texas
$648K +$296K +4,503 +86%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$643K -$21.3K -324 -3%
OC
78
Oppenheimer & Co
New York
$642K
SI
79
SimpliFi Inc
California
$632K +$49K +746 +9%
BFC
80
Bedel Financial Consulting
Indiana
$588K
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$566K +$252K +3,836 +82%
HAM
82
Harmony Asset Management
Arizona
$547K +$4.27K +65 +0.8%
CA
83
Clearstead Advisors
Ohio
$542K +$591 +9 +0.1%
AQR Capital Management
84
AQR Capital Management
Connecticut
$510K -$294K -4,484 -37%
SIA
85
Strategic Investment Advisors
Michigan
$489K +$457K +6,955 +1,783%
WFAG
86
Wescott Financial Advisory Group
Pennsylvania
$474K
SWM
87
Stonebridge Wealth Management
Illinois
$471K +$465K +7,078 New
GWM
88
Geneos Wealth Management
Colorado
$461K +$131 +2 +0%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$459K -$36.2K -551 -8%
RFN
90
RDA Financial Network
Iowa
$452K +$13.1K +200 +3%
TH
91
TCTC Holdings
Texas
$436K
MA
92
MCF Advisors
Kentucky
$432K
PF
93
Parker Financial
Washington
$421K -$6.63K -101 -2%
CIA
94
Concurrent Investment Advisors
Florida
$420K +$415K +6,321 New
WPC
95
Wedmont Private Capital
Pennsylvania
$418K
FHC
96
First Heartland Consultants
Missouri
$411K +$406K +6,184 New
PFS
97
Prospera Financial Services
Texas
$403K -$88K -1,340 -18%
RWM
98
Rockwood Wealth Management
Pennsylvania
$402K
AI
99
Atria Investments
North Carolina
$390K +$385K +5,867 New
CPA
100
Capital Performance Advisors
California
$387K +$382K +5,825 New