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Invesco Large Cap Value ETF

118 hedge funds and large institutions have $406M invested in Invesco Large Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
31
Reduced
37
Closed
5
Calls
Puts
$333K
Net Calls
-$333K
Net Calls Change
-$333K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
101
MUFG Americas
New York
$23K
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$22K
SSB
103
Sandy Spring Bank
Maryland
$20K
CFA
104
Carroll Financial Associates
North Carolina
$20K
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$19K
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$19K +$5.32K +117 +39%
HWMA
107
Heritage Wealth Management (Arizona)
Arizona
$18K
TWM
108
Tradition Wealth Management
Minnesota
$18K
AWM
109
Activest Wealth Management
Florida
$14K
FMII
110
Farmers & Merchants Investments Inc
Nebraska
$14K
SIS
111
Sound Income Strategies
Florida
$9K
TFGT
112
TS Financial Group (TSFG)
Illinois
$9K
HA
113
Herold Advisors
New York
$8K +$8K +194 New
Franklin Resources
114
Franklin Resources
California
$7K
William Blair & Company
115
William Blair & Company
Illinois
$7K
CAAS
116
Capital Asset Advisory Services
Michigan
$4K
ME
117
McIlrath & Eck
Washington
$4K
MPCG
118
Matrix Private Capital Group
New York
$3K
HI
119
Harbour Investments
Wisconsin
$2K
RWMH
120
Riverpoint Wealth Management Holdings
Illinois
-$1.91M -43,128 Closed
Creative Planning
121
Creative Planning
Kansas
-$621K -14,013 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$461K -10,397 Closed
PSIWM
123
Paradigm Strategies in Wealth Management
Minnesota
-$97K -2,175 Closed
Barclays
124
Barclays
United Kingdom
-$18K -400 Closed