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Invesco Large Cap Value ETF

112 hedge funds and large institutions have $341M invested in Invesco Large Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$135M -$346K -10,184 -0.3%
Bank of America
2
Bank of America
North Carolina
$25.2M -$342K -10,046 -1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$21.6M -$3.5M -102,966 -14%
UBS Group
4
UBS Group
Switzerland
$20M -$428K -12,595 -2%
WBG
5
Wharton Business Group
Pennsylvania
$17.8M +$90.8K +2,670 +0.5%
LPL Financial
6
LPL Financial
California
$15.5M -$427K -12,550 -3%
TFS
7
TrustCore Financial Services
Tennessee
$8.48M -$1.05M -30,848 -11%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.46M -$14.9K -441 -0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.76M +$459K +13,496 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.26M -$3.49M -102,742 -36%
CFB
11
Cullen/Frost Bankers
Texas
$6.15M -$558K -16,408 -8%
UWPG
12
Ullmann Wealth Partners Group
Florida
$5.51M -$244K -7,173 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.12M -$390K -11,467 -9%
FPFS
14
First Personal Financial Services
North Carolina
$3.65M -$275K -8,082 -7%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.17M -$2.94M
SIA
16
Strategic Investment Advisors
Michigan
$3.16M +$444K +13,034 +16%
EH
17
Equitable Holdings
New York
$2.86M -$61.4K -1,804 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$2.54M +$2.12M +62,186 +495%
Wells Fargo
19
Wells Fargo
California
$2.52M -$756K -22,224 -23%
CCM
20
Condor Capital Management
New Jersey
$2.02M -$169K -4,962 -8%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.77M -$46.4K -1,364 -3%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.73M +$464K +13,623 +37%
AIC
23
Ameritas Investment Company
Nebraska
$1.67M
Citigroup
24
Citigroup
New York
$1.65M -$150K -4,404 -8%
RWMH
25
Riverpoint Wealth Management Holdings
Illinois
$1.45M +$10.5K +309 +0.7%