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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$2.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$942K

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$10.4M
2
LPL Financial
LPL Financial
California
-$4.37M
3
GLA
Good Life Advisors
Pennsylvania
-$3.31M
4
IWP
IAG Wealth Partners
Wisconsin
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$958K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
151
Tucker Asset Management
Colorado
$10.3K – – –
SIS
152
Sound Income Strategies
Florida
$6.83K – – –
ME
153
McIlrath & Eck
Washington
$5.69K – – –
Q1WB
154
Quest 10 Wealth Builders
Virginia
$3.3K +$3.3K +58 New
HI
155
Harbour Investments
Wisconsin
$2.5K – – –
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$2.28K – – –
NFSG
157
Newbridge Financial Services Group
Florida
$2.19K +$56 +1 +3%
AWM
158
AE Wealth Management
Kansas
$796 +$796 +14 New
HNB
159
Huntington National Bank
Ohio
$37 -$37 – –
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
– -$393K -6,746 Closed
SA
161
Sanctuary Advisors
Indiana
– -$311K -5,064 Closed
BCI
162
Brinker Capital Investments
Pennsylvania
– -$257K -4,410 Closed
OPS
163
Orion Portfolio Solutions
Nebraska
– -$257K -4,410 Closed
Jane Street
164
Jane Street
New York
– -$255K -4,366 Closed
ARC
165
Advisor Resource Council
Texas
– -$244K -4,192 Closed
CIA
166
Concurrent Investment Advisors
Florida
– -$213K -3,655 Closed
MAC
167
Mason & Associates (California)
California
– -$202K -3,460 Closed
PS
168
Planned Solutions
California
– -$106K -1,825 Closed
NS
169
NBC Securities
Alabama
– -$37K -650 Closed
GJWM
170
Gilliland Jeter Wealth Management
Arkansas
– -$3.27K -56 Closed
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