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Invesco Large Cap Value ETF

139 hedge funds and large institutions have $464M invested in Invesco Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
27
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
101
Institutional & Family Asset Management
Colorado
$113K
BAM
102
Belpointe Asset Management
Nevada
$108K -$6.79K -150 -6%
CT
103
Cambridge Trust
Massachusetts
$102K
PPC
104
Park Place Capital
Alabama
$90.5K
SPIA
105
Steward Partners Investment Advisory
New York
$90.5K
FWM
106
Focused Wealth Management
New York
$76K +$408 +9 +0.5%
GRP
107
Global Retirement Partners
California
$66.9K
EWA
108
EverSource Wealth Advisors
Alabama
$63.4K +$15.8K +350 +33%
William Blair & Company
109
William Blair & Company
Illinois
$61.1K +$22.6K +500 +59%
TWA
110
TCI Wealth Advisors
Arizona
$53.5K
OHWP
111
Oak Harbor Wealth Partners
North Carolina
$53.2K
GWM
112
Geneos Wealth Management
Colorado
$52.1K
BCMIO
113
Beacon Capital Management Inc (Ohio)
Ohio
$48.7K -$317 -7 -0.6%
FPFS
114
First Personal Financial Services
North Carolina
$36.3K
CIAS
115
Capital Investment Advisory Services
North Carolina
$30.3K
GT
116
Glenmede Trust
Pennsylvania
$24.8K -$22.4K -495 -47%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$23.5K
TLA
118
Tanglewood Legacy Advisors
Texas
$23.4K
HI
119
Harbour Investments
Wisconsin
$21.7K
SSB
120
Sandy Spring Bank
Maryland
$20.2K +$20.2K +445 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$19K
TWM
122
Tradition Wealth Management
Minnesota
$18K
RI
123
Ridgewood Investments
New Jersey
$15.8K +$15.8K +350 New
FMII
124
Farmers & Merchants Investments Inc
Nebraska
$14.5K
Franklin Resources
125
Franklin Resources
California
$13.5K