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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 %
EB
126
Eastern Bank
Massachusetts
$99.7K +$99.7K +1,710 New
SPIA
127
Steward Partners Investment Advisory
New York
$95.1K -$21.4K -367 -18%
GRP
128
Global Retirement Partners
California
$90.5K – – –
William Blair & Company
129
William Blair & Company
Illinois
$78.7K – – –
EWA
130
EverSource Wealth Advisors
Alabama
$75.5K – – –
OHWP
131
Oak Harbor Wealth Partners
North Carolina
$68.5K – – –
FPFS
132
First Personal Financial Services
North Carolina
$46.8K – – –
OP
133
ORG Partners
Indiana
$46.5K – – –
PCMC
134
Private Capital Management (Colorado)
Colorado
$40.5K – – –
FFA
135
Frazier Financial Advisors
Ohio
$39.2K +$175 +3 +0.4%
CIAS
136
Capital Investment Advisory Services
North Carolina
$39.1K – – –
Jones Financial Companies
137
Jones Financial Companies
Missouri
$39K +$9.08K +156 +30%
NS
138
NBC Securities
Alabama
$37K – – –
NA
139
NewEdge Advisors
Louisiana
$32.3K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$30.2K – – –
TLA
141
Tanglewood Legacy Advisors
Texas
$30.2K – – –
SAM
142
Smartleaf Asset Management
Massachusetts
$30K – – –
AssetMark Inc
143
AssetMark Inc
California
$24.1K – – –
RI
144
Ridgewood Investments
New Jersey
$20.4K – – –
HDIM
145
Hanson & Doremus Investment Management
Vermont
$19K – – –
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$18.7K – – –
Franklin Resources
147
Franklin Resources
California
$17.9K – – –
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$17.5K – – –
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$15K +$114 +2 +0.8%
PMFA
150
Plante Moran Financial Advisors
Michigan
$13.4K – – –
3 4 5
6
7