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Invesco Large Cap Value ETF

118 hedge funds and large institutions have $406M invested in Invesco Large Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 5 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
31
Reduced
37
Closed
5
Calls
Puts
$333K
Net Calls
-$333K
Net Calls Change
-$333K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$168M 3,774,000 -26,452 -0.7%
Bank of America
2
Bank of America
North Carolina
$32.9M 740,781 +21,146 +3%
LPL Financial
3
LPL Financial
California
$23.9M 537,760 +31,425 +6%
UBS Group
4
UBS Group
Switzerland
$23M 517,324 -25,283 -5%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$18.2M 409,450 -17,073 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.92M 221,392 +577 +0.3%
WBG
7
Wharton Business Group
Pennsylvania
$9.18M 206,561 +12,490 +6%
TFS
8
TrustCore Financial Services
Tennessee
$8.24M 185,221 -24,407 -12%
FFA
9
Freedman Financial Associates
Massachusetts
$7.65M 172,103 -2,318 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.43M 167,081 -6,230 -4%
CFB
11
Cullen/Frost Bankers
Texas
$6.78M 152,577 -2,280 -1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$6.77M 152,305 +21,050 +16%
UWPG
13
Ullmann Wealth Partners Group
Florida
$5.88M 132,145 -3,367 -2%
Wells Fargo
14
Wells Fargo
California
$5.14M 115,516 -1,187 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.53M 101,888 -4,156 -4%
MAG
16
MRA Advisory Group
New Jersey
$4.1M 92,165 -7,028 -7%
EH
17
Equitable Holdings
New York
$3.54M 79,705 -628 -0.8%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.41M 76,718 +706 +0.9%
KAS
19
Kestra Advisory Services
Texas
$3.27M 73,478 +2,334 +3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.45M 55,019 +228 +0.4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.16M 48,640 -1,113 -2%
SWM
23
Spire Wealth Management
Virginia
$1.99M 44,732 +2 +0%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$1.93M 43,482 -6,919 -14%
JFA
25
JNBA Financial Advisors
Minnesota
$1.88M 42,273 -340 -0.8%