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Invesco Large Cap Value ETF

129 hedge funds and large institutions have $524M invested in Invesco Large Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
28
Increased
27
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$75K
FWM
102
Focused Wealth Management
New York
$71K +$414 +10 +0.6%
BCMIO
103
Beacon Capital Management Inc (Ohio)
Ohio
$68K -$581 -14 -0.8%
ADL
104
Asset Dedication LLC
California
$63K +$63K +1,527 New
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$59K +$30.1K +722 +104%
PB
106
Pinnacle Bancorp
Nebraska
$52K
TL
107
TrueWealth LLC
Georgia
$52K
GRP
108
Global Retirement Partners
California
$50K
HNB
109
Huntington National Bank
Ohio
$46K
CFA
110
Carroll Financial Associates
North Carolina
$46K +$3.71K +90 +9%
GT
111
Glenmede Trust
Pennsylvania
$43K
CIAS
112
Capital Investment Advisory Services
North Carolina
$31K
BCI
113
Brinker Capital Investments
Pennsylvania
$30K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$25K
WEC
115
Winslow Evans & Crocker
Massachusetts
$22K
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$20K
FA
117
Faithward Advisors
Pennsylvania
$20K +$20K +483 New
SSB
118
Sandy Spring Bank
Maryland
$18K
CAGAS
119
Capital Advisory Group Advisory Services
Minnesota
$17K
AWA
120
Arkadios Wealth Advisors
Georgia
$16.3K +$16.3K +390 New
RFM
121
Royal Fund Management
Florida
$15K +$15K +377 New
RIA
122
Realta Investment Advisors
Delaware
$14K +$14K +333 New
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$13K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$13K +$8.78K +214 +208%
SIS
125
Sound Income Strategies
Florida
$8K