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Invesco Large Cap Value ETF

167 hedge funds and large institutions have $750M invested in Invesco Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
16
Increased
47
Reduced
46
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
126
EP Wealth Advisors
California
$196K
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$194K
US Bancorp
128
US Bancorp
Minnesota
$178K +$64.9K +1,045 +58%
KFI
129
Key Financial Inc
Pennsylvania
$173K
HR
130
Howe & Rusling
New York
$167K +$167K +2,694 New
HAP
131
Harbor Asset Planning
Massachusetts
$160K +$160K +2,577 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$149K +$995 +16 +0.7%
BlackRock
133
BlackRock
New York
$124K
GIM
134
Glenmede Investment Management
Pennsylvania
$115K +$115K +1,848 New
EB
135
Eastern Bank
Massachusetts
$106K
GRP
136
Global Retirement Partners
California
$96.4K +$96.4K +1,552 New
SPIA
137
Steward Partners Investment Advisory
New York
$95.4K
MCM
138
MAI Capital Management
Ohio
$83.1K
William Blair & Company
139
William Blair & Company
Illinois
$82.3K -$1.55K -25 -2%
EWA
140
EverSource Wealth Advisors
Alabama
$80.5K
AWM
141
AE Wealth Management
Kansas
$74.1K
OHWP
142
Oak Harbor Wealth Partners
North Carolina
$73K
BCMIO
143
Beacon Capital Management Inc (Ohio)
Ohio
$63.6K +$63.6K +1,023 New
OWP
144
ORG Wealth Partners
Texas
$47.4K -$1.44K -23 -3%
TRCT
145
Tower Research Capital (TRC)
New York
$45.8K -$21.3K -343 -32%
SC
146
SouthState Corp
Florida
$43.2K
FFA
147
Frazier Financial Advisors
Ohio
$42.5K +$249 +4 +0.6%
CIAS
148
Capital Investment Advisory Services
North Carolina
$41.6K
NS
149
NBC Securities
Alabama
$40K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$32.2K