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Invesco Large Cap Value ETF

181 hedge funds and large institutions have $849M invested in Invesco Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $784M → $849M (+$64.7M)

7% more funds holding

Funds holding: 169181 (+12)

1.37% more ownership

Funds ownership: 65.2%66.57% (+1.4%)

Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
51
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
101
HighPoint Advisor Group
Illinois
$384K +$379K +5,773 New
WP
102
WealthShield Partners
North Carolina
$375K -$10.2K -155 -3%
FP
103
Financial Perspectives
Minnesota
$361K +$788 +12 +0.2%
GT
104
Greenleaf Trust
Michigan
$358K
JWCA
105
J.W. Cole Advisors
Florida
$356K +$722 +11 +0.2%
TWD
106
True Wealth Design
Ohio
$346K
DW
107
Dodds Wealth
Colorado
$344K
ACI
108
Alpha Cubed Investments
California
$344K +$10.2K +156 +3%
EWA
109
EP Wealth Advisors
California
$337K +$332K +5,063 New
SVWAG
110
Sound View Wealth Advisors Group
Georgia
$328K
SF
111
Summit Financial
New Jersey
$325K
BCI
112
Brinker Capital Investments
Pennsylvania
$310K +$51.7K +788 +20%
WB
113
WesBanco Bank
West Virginia
$304K
GA
114
Goldstein Advisors
Wisconsin
$297K
GSIAS
115
Garden State Investment Advisory Services
New Jersey
$296K +$53.2K +811 +22%
IWA
116
IVC Wealth Advisors
Pennsylvania
$285K
IAA
117
Independent Advisor Alliance
North Carolina
$279K
SWM
118
SeaCrest Wealth Management
New York
$275K -$5.05K -77 -2%
CB
119
Commerce Bank
Missouri
$274K
BIA
120
Beacon Investment Advisors
Maryland
$272K
Cerity Partners
121
Cerity Partners
New York
$263K -$29.8K -454 -10%
GC
122
Grimes & Company
Massachusetts
$257K
FFA
123
Florida Financial Advisors
Florida
$251K +$24.9K +379 +11%
KPWS
124
Kestra Private Wealth Services
Texas
$246K -$16K -244 -6%
MAG
125
MRA Advisory Group
New Jersey
$246K +$722 +11 +0.3%