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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EP Wealth Advisors
California
$196K
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$194K
US Bancorp
128
US Bancorp
Minnesota
$178K
KFI
129
Key Financial Inc
Pennsylvania
$173K
HR
130
Howe & Rusling
New York
$167K
HAP
131
Harbor Asset Planning
Massachusetts
$160K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$149K
BlackRock
133
BlackRock
New York
$124K
GIM
134
Glenmede Investment Management
Pennsylvania
$115K
EB
135
Eastern Bank
Massachusetts
$106K
GRP
136
Global Retirement Partners
California
$96.4K
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
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
OWP
144
ORG Wealth Partners
Texas
$47.4K
TRCT
145
Tower Research Capital (TRC)
New York
$45.8K
SC
146
SouthState Corp
Florida
$43.2K
FFA
147
Frazier Financial Advisors
Ohio
$42.5K
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