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Invesco Large Cap Value ETF

158 hedge funds and large institutions have $626M invested in Invesco Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
39
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
126
MAI Capital Management
Ohio
$76.1K +$76.1K +1,338 New
EWA
127
EverSource Wealth Advisors
Alabama
$73.7K
OHWP
128
Oak Harbor Wealth Partners
North Carolina
$66.8K
OP
129
ORG Partners
Indiana
$45.6K +$228 +4 +0.5%
PPWM
130
PFG Private Wealth Management
Florida
$44.5K -$10.4M -182,310 -100%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$43.7K +$5.58K +98 +15%
PCMC
132
Private Capital Management (Colorado)
Colorado
$39.5K
FFA
133
Frazier Financial Advisors
Ohio
$38.3K +$227 +4 +0.6%
CIAS
134
Capital Investment Advisory Services
North Carolina
$38.1K
NA
135
NewEdge Advisors
Louisiana
$31.5K
PTC
136
Private Trust Company
Ohio
$30.3K +$30.3K +532 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$29.5K
TLA
138
Tanglewood Legacy Advisors
Texas
$29.4K
SAM
139
Smartleaf Asset Management
Massachusetts
$29.3K
AssetMark Inc
140
AssetMark Inc
California
$29.2K +$5.69K +100 +24%
BA
141
Bellwether Advisors
Nebraska
$24.1K +$24.1K +424 New
NWMP
142
Noble Wealth Management PBC
Colorado
$21.8K +$21.8K +384 New
RI
143
Ridgewood Investments
New Jersey
$19.9K
NIA
144
NBZ Investment Advisors
Tennessee
$19.1K +$19.1K +335 New
HDIM
145
Hanson & Doremus Investment Management
Vermont
$19K
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$18.2K
Franklin Resources
147
Franklin Resources
California
$17K
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$16.6K
PMFA
149
Plante Moran Financial Advisors
Michigan
$13K
IA
150
IFP Advisors
Florida
$11.4K