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Invesco Large Cap Value ETF

114 hedge funds and large institutions have $363M invested in Invesco Large Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
21
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$149M -$3.97M -103,064 -3%
Bank of America
2
Bank of America
North Carolina
$27.5M -$1.04M -26,880 -4%
UBS Group
3
UBS Group
Switzerland
$22.6M -$82.2K -2,133 -0.4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$19.9M -$4.57M -118,397 -19%
LPL Financial
5
LPL Financial
California
$17.4M -$155K -4,025 -0.9%
TFS
6
TrustCore Financial Services
Tennessee
$9.29M -$321K -8,336 -3%
WBG
7
Wharton Business Group
Pennsylvania
$8.57M -$11.6M -300,525 -57%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.43M -$107K -2,781 -1%
FFA
9
Freedman Financial Associates
Massachusetts
$6.9M +$6.9M +179,050 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.73M -$377K -9,768 -5%
CFB
11
Cullen/Frost Bankers
Texas
$6.36M -$613K -15,909 -9%
UWPG
12
Ullmann Wealth Partners Group
Florida
$5.73M -$509K -13,200 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.33M -$337K -8,739 -7%
FPFS
14
First Personal Financial Services
North Carolina
$3.98M -$160K -4,158 -4%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.64M -$3.17M
EH
16
Equitable Holdings
New York
$3.16M -$79.7K -2,067 -2%
Wells Fargo
17
Wells Fargo
California
$2.67M -$186K -4,822 -7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.35M -$5.32M -137,900 -69%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.32M +$362K +9,386 +18%
Citadel Advisors
20
Citadel Advisors
Florida
$2.25M -$633K -16,425 -22%
CCM
21
Condor Capital Management
New Jersey
$2.2M -$95K -2,463 -4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.01M +$6.01K +156 +0.3%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$1.95M +$1.95M +50,514 New
Citigroup
24
Citigroup
New York
$1.94M +$66K +1,711 +4%
KAS
25
Kestra Advisory Services
Texas
$1.67M +$941K +24,612 +129%