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Invesco Large Cap Value ETF

181 hedge funds and large institutions have $849M invested in Invesco Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $784M → $849M (+$64.7M)

7% more funds holding

Funds holding: 169181 (+12)

1.37% more ownership

Funds ownership: 65.2%66.57% (+1.4%)

Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
51
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
126
Mason & Associates (California)
California
$230K
AFA
127
Alpha Financial Advisors
North Carolina
$226K
OIA
128
OneDigital Investment Advisors
Kansas
$226K -$13.9K -212 -6%
NA
129
Nestegg Advisors
New York
$224K -$18.3K -278 -8%
TWG
130
The Wealth Group
Minnesota
$220K
PTC
131
Private Trust Company
Ohio
$212K -$4.86K -74 -2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$208K
CCG
133
Cypress Capital Group
Florida
$203K +$200K +3,047 New
US Bancorp
134
US Bancorp
Minnesota
$190K
KFI
135
Key Financial Inc
Pennsylvania
$185K
HR
136
Howe & Rusling
New York
$179K
HAP
137
Harbor Asset Planning
Massachusetts
$173K +$656 +10 +0.4%
TRCT
138
Tower Research Capital (TRC)
New York
$171K -$17.6K -268 -9%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$143K +$591 +9 +0.4%
BlackRock
140
BlackRock
New York
$133K
UBS AM
141
UBS AM
Illinois
$114K +$113K +1,719 New
EB
142
Eastern Bank
Massachusetts
$114K
CI
143
CX Institutional
Indiana
$106K +$8.73K +133 +9%
BA
144
Blueline Advisors
New Hampshire
$98.7K +$97.4K +1,484 New
SPIA
145
Steward Partners Investment Advisory
New York
$96.8K -$5.32K -81 -5%
GRP
146
Global Retirement Partners
California
$92.6K
MCM
147
MAI Capital Management
Ohio
$89K
EWA
148
EverSource Wealth Advisors
Alabama
$86.1K
FHA
149
Flagship Harbor Advisors
Massachusetts
$85.9K +$84.7K +1,291 New
AWM
150
AE Wealth Management
Kansas
$85.3K +$5.91K +90 +8%