PWV icon

Invesco Large Cap Value ETF
PWV

Overview Fund Activity

158 hedge funds and large institutions have $630M invested in Invesco Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
44
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPWM
PFG Private Wealth Management
Florida
$10.7M
2
Morgan Stanley
Morgan Stanley
New York
$199M
3
GLA
Good Life Advisors
Pennsylvania
$7.17M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
LPL Financial
LPL Financial
California
$65.8M

Top Sellers

1
APWA
Atlas Private Wealth Advisors
New Jersey
$13.8M
2
Osaic Holdings
Osaic Holdings
Arizona
$4.99M
3
MCCA
Mill Creek Capital Advisors
Pennsylvania
$4.02M
4
AWA
Arkadios Wealth Advisors
Georgia
$7.09M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
S4W
101
Solutions 4 Wealth
Texas
$261K -$70.4K -1,207 -21%
GA
102
Goldstein Advisors
Wisconsin
$258K – – –
BCI
103
Brinker Capital Investments
Pennsylvania
$257K +$257K +4,410 New
OPS
104
Orion Portfolio Solutions
Nebraska
$257K +$257K +4,410 New
SWM
105
SeaCrest Wealth Management
New York
$255K +$255K +4,366 New
Jane Street
106
Jane Street
New York
$255K +$255K +4,366 New
IWA
107
IVC Wealth Advisors
Pennsylvania
$250K – – –
ARC
108
Advisor Resource Council
Texas
$244K +$244K +4,192 New
KPWS
109
Kestra Private Wealth Services
Texas
$241K +$241K +4,127 New
CB
110
Commerce Bank
Missouri
$240K – – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$233K +$34.3K +590 +17%
GC
112
Grimes & Company
Massachusetts
$228K – – –
MCCP
113
Mission Creek Capital Partners
California
$218K +$218K +3,734 New
MAG
114
MRA Advisory Group
New Jersey
$216K +$1.46K +25 +0.7%
CIA
115
Concurrent Investment Advisors
Florida
$213K +$213K +3,655 New
GSIAS
116
Garden State Investment Advisory Services
New Jersey
$210K -$5.78K -99 -3%
SI
117
Stephens Inc
Arkansas
$205K +$205K +3,523 New
MAC
118
Mason & Associates (California)
California
$202K +$202K +3,460 New
CCA
119
Criterion Capital Advisors
Tennessee
$174K – – –
KFI
120
Key Financial Inc
Pennsylvania
$162K – – –
TRCT
121
Tower Research Capital (TRC)
New York
$126K +$81.8K +1,402 +184%
BlackRock
122
BlackRock
New York
$117K – – –
GT
123
Glenmede Trust
Pennsylvania
$108K +$75.8K +1,300 +237%
PS
124
Planned Solutions
California
$106K +$106K +1,825 New
US Bancorp
125
US Bancorp
Minnesota
$106K -$2.04K -35 -2%
3 4
5
6 7