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Invesco Large Cap Value ETF

113 hedge funds and large institutions have $394M invested in Invesco Large Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
25
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$159M -$5.55M -130,157 -3%
Bank of America
2
Bank of America
North Carolina
$30.9M +$493K +11,564 +2%
UBS Group
3
UBS Group
Switzerland
$23.9M -$1.11M -26,080 -4%
LPL Financial
4
LPL Financial
California
$20M +$693K +16,240 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$19.7M -$2.27M -53,231 -10%
TFS
6
TrustCore Financial Services
Tennessee
$9.54M -$731K -17,141 -7%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.51M +$156K +3,653 +2%
WBG
8
Wharton Business Group
Pennsylvania
$9.03M -$450K -10,550 -5%
FFA
9
Freedman Financial Associates
Massachusetts
$7.55M -$84K -1,969 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.55M +$113K +2,639 +2%
CFB
11
Cullen/Frost Bankers
Texas
$6.77M -$266K -6,232 -4%
FP
12
Financial Perspectives
Minnesota
$6.46M +$6.31M +269,366 +4,333%
UWPG
13
Ullmann Wealth Partners Group
Florida
$6.05M -$287K -6,721 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.67M -$128K -3,011 -3%
Wells Fargo
15
Wells Fargo
California
$4.27M +$1.32M +30,869 +45%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$4.24M -$3.64M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.95M +$2.11M +49,366 +114%
EH
18
Equitable Holdings
New York
$3.54M +$47.6K +1,116 +1%
IWC
19
Integrated Wealth Concepts
Massachusetts
$3.07M +$502K +11,778 +20%
KAS
20
Kestra Advisory Services
Texas
$2.92M +$1.06M +24,847 +57%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.53M -$65.2K -1,528 -3%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$2.16M
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.15M -$75.8K -1,777 -3%
Citigroup
24
Citigroup
New York
$2.1M -$36.6K -859 -2%
SWM
25
Spire Wealth Management
Virginia
$1.91M +$1.91M +44,728 New