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Invesco Large Cap Value ETF

146 hedge funds and large institutions have $569M invested in Invesco Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
36
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Betterment LLC
101
Betterment LLC
New York
$225K 4,084 +4,084 New
GC
102
Grimes & Company
Massachusetts
$215K 3,912
GSIAS
103
Garden State Investment Advisory Services
New Jersey
$203K 3,694 +3,694 New
MAG
104
MRA Advisory Group
New Jersey
$202K 3,677 -100 -3%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$189K 3,409 -2,112 -38%
CCA
106
Criterion Capital Advisors
Tennessee
$174K 3,155
EWM
107
EPG Wealth Management
Georgia
-3,007 Closed
KFI
108
Key Financial Inc
Pennsylvania
$153K 2,785
IFAM
109
Institutional & Family Asset Management
Colorado
$138K 2,500
BlackRock
110
BlackRock
New York
$110K 2,000
SPIA
111
Steward Partners Investment Advisory
New York
$110K 1,998
US Bancorp
112
US Bancorp
Minnesota
$102K 1,849
GRP
113
Global Retirement Partners
California
$85.4K 1,552 +60 +4%
EWA
114
EverSource Wealth Advisors
Alabama
$74.8K 1,295 -458 -26%
William Blair & Company
115
William Blair & Company
Illinois
$74.3K 1,350 -108 -7%
OHWP
116
Oak Harbor Wealth Partners
North Carolina
$64.7K 1,175
FPFS
117
First Personal Financial Services
North Carolina
$44.1K 802
OP
118
ORG Partners
Indiana
$43.9K 797 +797 New
TRCT
119
Tower Research Capital (TRC)
New York
$41.9K 762 -2,245 -75%
PCMC
120
Private Capital Management (Colorado)
Colorado
$38.3K 695 -64 -8%
CIAS
121
Capital Investment Advisory Services
North Carolina
$36.9K 670
FFA
122
Frazier Financial Advisors
Ohio
$36.8K 668 +4 +0.6%
NS
123
NBC Securities
Alabama
$35K 650
NA
124
NewEdge Advisors
Louisiana
$30.4K 553 +306 +124%
GT
125
Glenmede Trust
Pennsylvania
$30.2K 548