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Invesco Large Cap Value ETF

143 hedge funds and large institutions have $534M invested in Invesco Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% 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
0.03%
New
14
Increased
36
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
101
LexAurum Advisors
Kansas
$217K +$217K +3,832 New
MAG
102
MRA Advisory Group
New Jersey
$214K -$34.8K -614 -14%
ARC
103
Advisor Resource Council
Texas
$213K +$213K +4,192 New
CCA
104
Criterion Capital Advisors
Tennessee
$179K
EWM
105
EPG Wealth Management
Georgia
$170K +$397 +7 +0.2%
TRCT
106
Tower Research Capital (TRC)
New York
$170K -$166K -2,924 -49%
KFI
107
Key Financial Inc
Pennsylvania
$158K
IFAM
108
Institutional & Family Asset Management
Colorado
$142K
BlackRock
109
BlackRock
New York
$113K
SPIA
110
Steward Partners Investment Advisory
New York
$113K
US Bancorp
111
US Bancorp
Minnesota
$105K
CT
112
Cambridge Trust
Massachusetts
$96.9K
EWA
113
EverSource Wealth Advisors
Alabama
$95K +$24.8K +458 +35%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$89.5K
GRP
115
Global Retirement Partners
California
$84.6K
William Blair & Company
116
William Blair & Company
Illinois
$82.6K +$6.12K +108 +8%
OHWP
117
Oak Harbor Wealth Partners
North Carolina
$66.6K
FPFS
118
First Personal Financial Services
North Carolina
$45.5K
PCMC
119
Private Capital Management (Colorado)
Colorado
$43K +$43K +759 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$38K
FFA
121
Frazier Financial Advisors
Ohio
$37.6K +$170 +3 +0.5%
NS
122
NBC Securities
Alabama
$36K
GT
123
Glenmede Trust
Pennsylvania
$31.1K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$29.4K
TLA
125
Tanglewood Legacy Advisors
Texas
$29.3K