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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
OHWP
151
Oak Harbor Wealth Partners
North Carolina
$78.2K
YP
152
YANKCOM Partnership
South Dakota
$71.6K +$70.7K +1,077 New
IA
153
IFP Advisors
Florida
$60.7K +$46.8K +713 +357%
William Blair & Company
154
William Blair & Company
Illinois
$56.5K
OWP
155
ORG Wealth Partners
Texas
$47.8K -$1.31K -20 -3%
FFA
156
Frazier Financial Advisors
Ohio
$45.9K +$197 +3 +0.4%
CIAS
157
Capital Investment Advisory Services
North Carolina
$44.6K
NS
158
NBC Securities
Alabama
$43.2K -$30.5K -465 -42%
BCMIO
159
Beacon Capital Management Inc (Ohio)
Ohio
$38.4K -$66 -1 -0.2%
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$37.2K
GT
161
Glenmede Trust
Pennsylvania
$36.5K +$36K +548 New
SAM
162
Smartleaf Asset Management
Massachusetts
$34.5K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$34.5K
TLA
164
Tanglewood Legacy Advisors
Texas
$34.4K
FFO
165
Fortitude Family Office
Arizona
$31.1K +$30.7K +468 New
AAP
166
Arax Advisory Partners
Colorado
$29.9K
NIA
167
NBZ Investment Advisors
Tennessee
$22.3K
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$21.3K
Franklin Resources
169
Franklin Resources
California
$19.9K
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$19.4K
NWMP
171
Noble Wealth Management PBC
Colorado
$18.3K -$4.92K -75 -21%
SIS
172
Sound Income Strategies
Florida
$17.8K +$9.52K +145 +121%
OA
173
Operose Advisors
Wisconsin
$17.2K +$17K +259 New
NA
174
NewEdge Advisors
Louisiana
$16.4K
PMFA
175
Plante Moran Financial Advisors
Michigan
$15.2K