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Invesco Large Cap Value ETF

159 hedge funds and large institutions have $686M invested in Invesco Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
50
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S4W
101
Solutions 4 Wealth
Texas
$275K +$9.94K +167 +4%
WB
102
WesBanco Bank
West Virginia
$272K
ACI
103
Alpha Cubed Investments
California
$270K +$60 +1 +0%
GA
104
Goldstein Advisors
Wisconsin
$265K +$2.74K +46 +1%
Cerity Partners
105
Cerity Partners
New York
$262K -$12.8K -215 -5%
SWM
106
SeaCrest Wealth Management
New York
$260K +$238 +4 +0.1%
IWA
107
IVC Wealth Advisors
Pennsylvania
$255K
BIA
108
Beacon Investment Advisors
Maryland
$245K +$245K +4,123 New
CB
109
Commerce Bank
Missouri
$245K
KPWS
110
Kestra Private Wealth Services
Texas
$242K -$4.11K -69 -2%
GC
111
Grimes & Company
Massachusetts
$230K -$2.44K -41 -1%
FFA
112
Farther Finance Advisors
California
$226K
Betterment LLC
113
Betterment LLC
New York
$223K -$54.9K -920 -20%
MAG
114
MRA Advisory Group
New Jersey
$218K
GSIAS
115
Garden State Investment Advisory Services
New Jersey
$215K +$595 +10 +0.3%
NA
116
Nestegg Advisors
New York
$214K +$1.49K +25 +0.7%
MAC
117
Mason & Associates (California)
California
$206K +$206K +3,460 New
EWA
118
EP Wealth Advisors
California
$188K +$188K +3,155 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$186K -$17K -286 -8%
KFI
120
Key Financial Inc
Pennsylvania
$166K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$142K +$1.01K +17 +0.7%
BlackRock
122
BlackRock
New York
$119K
Jones Financial Companies
123
Jones Financial Companies
Missouri
$118K +$73.1K +1,245 +162%
GT
124
Glenmede Trust
Pennsylvania
$114K +$3.57K +60 +3%
US Bancorp
125
US Bancorp
Minnesota
$108K