We are live on ! Find out more
PWV icon

Invesco Large Cap Value ETF

182 hedge funds and large institutions have $918M invested in Invesco Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $849M → $918M (+$69M)

0.99% more ownership

Funds ownership: 66.57%67.57% (+0.99%)

1% more funds holding

Funds holding: 181182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
52
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
101
HighPoint Advisor Group
Illinois
$404K +$1.17K +17 +0.3%
FP
102
Financial Perspectives
Minnesota
$380K +$966 +14 +0.3%
GT
103
Greenleaf Trust
Michigan
$376K
DW
104
Dodds Wealth
Colorado
$365K +$4.76K +69 +1%
JWCA
105
J.W. Cole Advisors
Florida
$354K -$18.8K -273 -5%
Truist Financial
106
Truist Financial
North Carolina
$354K +$351K +5,082 New
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$344K
SF
108
Summit Financial
New Jersey
$341K
TWD
109
True Wealth Design
Ohio
$338K -$24.6K -356 -7%
WP
110
WealthShield Partners
North Carolina
$331K -$61.4K -890 -16%
GSIAS
111
Garden State Investment Advisory Services
New Jersey
$310K +$69 +1 +0%
IWA
112
IVC Wealth Advisors
Pennsylvania
$299K
CB
113
Commerce Bank
Missouri
$287K
BIA
114
Beacon Investment Advisors
Maryland
$285K
GA
115
Goldstein Advisors
Wisconsin
$282K -$29.1K -421 -9%
UBS AM
116
UBS AM
Illinois
$281K +$159K +2,305 +134%
WB
117
WesBanco Bank
West Virginia
$277K -$40.7K -590 -13%
Cerity Partners
118
Cerity Partners
New York
$276K +$483 +7 +0.2%
SWM
119
SeaCrest Wealth Management
New York
$276K -$9.11K -132 -3%
GC
120
Grimes & Company
Massachusetts
$268K -$2K -29 -0.7%
MAG
121
MRA Advisory Group
New Jersey
$259K +$966 +14 +0.4%
FFA
122
Florida Financial Advisors
Florida
$257K -$6.35K -92 -2%
KPWS
123
Kestra Private Wealth Services
Texas
$255K -$2.97K -43 -1%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$248K -$222K -3,217 -48%
KWA
125
Kingswood Wealth Advisors
California
$246K +$244K +3,536 New