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Invesco Large Cap Value ETF

139 hedge funds and large institutions have $671M invested in Invesco Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
30
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
101
EPG Wealth Management
Georgia
$154K
KFI
102
Key Financial Inc
Pennsylvania
$141K
IFAM
103
Institutional & Family Asset Management
Colorado
$127K
BlackRock
104
BlackRock
New York
$101K +$101K +2,000 New
SPIA
105
Steward Partners Investment Advisory
New York
$101K
US Bancorp
106
US Bancorp
Minnesota
$93.8K
PS
107
Planned Solutions
California
$92.6K +$92.6K +1,825 New
CT
108
Cambridge Trust
Massachusetts
$86.8K -$20.3K -400 -19%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$80.1K -$10.4K -205 -11%
FWM
110
Focused Wealth Management
New York
$77.5K -$8.73K -172 -10%
GRP
111
Global Retirement Partners
California
$75.2K
William Blair & Company
112
William Blair & Company
Illinois
$68.5K
EWA
113
EverSource Wealth Advisors
Alabama
$65.7K -$5.33K -105 -8%
OHWP
114
Oak Harbor Wealth Partners
North Carolina
$59.6K
BCMIO
115
Beacon Capital Management Inc (Ohio)
Ohio
$54.2K -$254 -5 -0.5%
FPFS
116
First Personal Financial Services
North Carolina
$40.7K
OP
117
ORG Partners
Indiana
$40.4K
CIAS
118
Capital Investment Advisory Services
North Carolina
$34K
FFA
119
Frazier Financial Advisors
Ohio
$33.5K +$33.5K +661 New
NS
120
NBC Securities
Alabama
$32K
GT
121
Glenmede Trust
Pennsylvania
$27.8K
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$26.3K
TLA
123
Tanglewood Legacy Advisors
Texas
$26.2K
SAM
124
Smartleaf Asset Management
Massachusetts
$26.2K +$26.2K +505 New
TWM
125
Tradition Wealth Management
Minnesota
$21K