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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

143 hedge funds and large institutions have $534M invested in Invesco Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
36
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$5.45M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.63M
3
LPL Financial
LPL Financial
California
+$2.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.74M
5
PCG
Prosperity Consulting Group
Maryland
+$1.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$208M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$12.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.34M
4
N
Natixis
France
-$1.38M
5
UBS Group
UBS Group
Switzerland
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Smartleaf Asset Management
Massachusetts
$29.1K +$620 +11 +2%
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$18.1K – – –
Franklin Resources
128
Franklin Resources
California
$16.9K – – –
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$16.6K – – –
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$15K +$57 +1 +0.4%
NA
131
NewEdge Advisors
Louisiana
$14K – – –
IA
132
IFP Advisors
Florida
$11.3K – – –
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$11.3K – – –
TAM
134
Tucker Asset Management
Colorado
$10.3K – – –
SIS
135
Sound Income Strategies
Florida
$6.8K – – –
FCAS
136
First Command Advisory Services
Texas
$6.69K +$6.69K +118 New
ME
137
McIlrath & Eck
Washington
$5.67K – – –
GJWM
138
Gilliland Jeter Wealth Management
Arkansas
$3.17K +$3.17K +56 New
HDIM
139
Hanson & Doremus Investment Management
Vermont
$3K +$3K +47 New
HI
140
Harbour Investments
Wisconsin
$2.49K – – –
NFSG
141
Newbridge Financial Services Group
Florida
$2.15K – – –
RIA
142
Realta Investment Advisors
Delaware
$1.93K +$1.93K +34 New
AWM
143
Activest Wealth Management
Florida
$78 -$11.9K -152 -99%
HNB
144
Huntington National Bank
Ohio
$37 -$37 – –
N
145
Natixis
France
– -$1.38M -27,268 Closed
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
– -$266K -5,240 Closed
PS
147
Planned Solutions
California
– -$92.6K -1,825 Closed
FWM
148
Focused Wealth Management
New York
– -$77.5K -1,528 Closed
BCMIO
149
Beacon Capital Management Inc (Ohio)
Ohio
– -$54.2K -1,068 Closed
OP
150
ORG Partners
Indiana
– -$40.4K -797 Closed
3 4 5
6
7