PWV icon

Invesco Large Cap Value ETF

110 hedge funds and large institutions have $350M invested in Invesco Large Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
22
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$133M -$14.8M -442,747 -10%
Bank of America
2
Bank of America
North Carolina
$25.1M +$1.87M +55,878 +8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$24.7M -$17M -506,096 -41%
UBS Group
4
UBS Group
Switzerland
$20.2M +$827K +24,665 +4%
WBG
5
Wharton Business Group
Pennsylvania
$17.4M -$217K -6,481 -1%
LPL Financial
6
LPL Financial
California
$15.7M -$432K -12,876 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.62M +$1.61M +48,009 +20%
TFS
8
TrustCore Financial Services
Tennessee
$9.39M -$1.67M -49,741 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.44M -$593K -17,687 -7%
CFB
10
Cullen/Frost Bankers
Texas
$6.61M +$308K +9,179 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.21M -$299K -8,918 -5%
UWPG
12
Ullmann Wealth Partners Group
Florida
$5.67M +$36.4K +1,085 +0.6%
GFPC
13
Global Financial Private Capital
Florida
$4.54M -$350K -10,447 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.45M -$824K -24,564 -16%
FPFS
15
First Personal Financial Services
North Carolina
$3.87M -$162K -4,823 -4%
Wells Fargo
16
Wells Fargo
California
$3.23M -$28.7K -856 -0.9%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.94M -$2.94M
EH
18
Equitable Holdings
New York
$2.88M -$20.5K -610 -0.7%
SIA
19
Strategic Investment Advisors
Michigan
$2.68M +$220K +6,555 +9%
CCM
20
Condor Capital Management
New Jersey
$2.16M -$66.5K -1,983 -3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.79M -$429K -12,786 -19%
Citigroup
22
Citigroup
New York
$1.77M -$387K -11,538 -18%
AIC
23
Ameritas Investment Company
Nebraska
$1.67M -$79.9K -2,383 -5%
Jane Street
24
Jane Street
New York
$1.56M +$743K +22,141 +91%
RWMH
25
Riverpoint Wealth Management Holdings
Illinois
$1.41M -$217K -6,470 -13%