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Invesco Large Cap Value ETF

129 hedge funds and large institutions have $524M invested in Invesco Large Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
28
Increased
27
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$137M -$4.62M -111,656 -3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$59M -$4.04M -97,781 -6%
FIG
3
FundX Investment Group
California
$30.9M +$30.9M +746,942 New
Bank of America
4
Bank of America
North Carolina
$27.9M -$3.41M -82,479 -11%
UBS Group
5
UBS Group
Switzerland
$23.6M +$276K +6,681 +1%
WBG
6
Wharton Business Group
Pennsylvania
$22.3M -$1.03M -24,885 -4%
QA
7
Quantitative Advantage
Minnesota
$17.9M +$17.9M +432,305 New
CCM
8
Condor Capital Management
New Jersey
$14.8M -$509K -12,302 -3%
TFS
9
TrustCore Financial Services
Tennessee
$14.4M -$496K -12,004 -3%
LPL Financial
10
LPL Financial
California
$12.2M +$523K +12,655 +4%
Ameriprise
11
Ameriprise
Minnesota
$10.8M -$3.88M -93,915 -26%
Wells Fargo
12
Wells Fargo
California
$10.5M +$7.11K +172 +0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.5M -$429K -10,366 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.75M -$527K -12,735 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.18M -$660K -15,963 -7%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$7.92M -$68.1K -1,635 -0.9%
RJA
17
Raymond James & Associates
Florida
$7.59M +$328K +7,934 +5%
CFB
18
Cullen/Frost Bankers
Texas
$7.23M -$543K -13,130 -7%
UWPG
19
Ullmann Wealth Partners Group
Florida
$7M -$798K -19,302 -10%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.79M -$465K -11,251 -6%
GFPC
21
Global Financial Private Capital
Florida
$6.31M -$254K -6,136 -4%
FPFS
22
First Personal Financial Services
North Carolina
$5.35M -$384K -9,279 -7%
AG
23
Advisor Group
Arizona
$4.24M -$130K -3,137 -3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$4.19M
EH
25
Equitable Holdings
New York
$3.59M +$3.59M +86,834 New