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Invesco Large Cap Value ETF

115 hedge funds and large institutions have $361M invested in Invesco Large Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-14
Holders Change %
-10.85%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
22
Reduced
41
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$18K
BBA
102
Braun-Bostich & Associates
Pennsylvania
$15K -$37.3K -1,304 -71%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$15K
SSB
104
Sandy Spring Bank
Maryland
$13K
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$13K
AWA
106
Arkadios Wealth Advisors
Georgia
$11.8K
RFM
107
Royal Fund Management
Florida
$10K -$771 -27 -7%
FMII
108
Farmers & Merchants Investments Inc
Nebraska
$10K
SIS
109
Sound Income Strategies
Florida
$6K
AssetMark Inc
110
AssetMark Inc
California
$6K +$6K +202 New
William Blair & Company
111
William Blair & Company
Illinois
$5K
OIA
112
Optimum Investment Advisors
Illinois
$5K
ME
113
McIlrath & Eck
Washington
$3K
CAAS
114
Capital Asset Advisory Services
Michigan
$3K
OPS
115
Orion Portfolio Solutions
Nebraska
$3K +$3K +106 New
MPCG
116
Matrix Private Capital Group
New York
$2K
FIG
117
FundX Investment Group
California
-$30.9M -746,942 Closed
QA
118
Quantitative Advantage
Minnesota
-$17.9M -432,305 Closed
FHC
119
First Heartland Consultants
Missouri
-$493K -11,915 Closed
WP
120
WMS Partners
Maryland
-$466K -11,280 Closed
Renaissance Technologies
121
Renaissance Technologies
New York
-$368K -8,900 Closed
AWM
122
AE Wealth Management
Kansas
-$262K -6,326 Closed
GT
123
Greenleaf Trust
Michigan
-$258K -6,234 Closed
IAA
124
Independent Advisor Alliance
North Carolina
-$232K -5,617 Closed
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
-$227K -5,519 Closed