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Invesco Large Cap Value ETF

129 hedge funds and large institutions have $469M invested in Invesco Large Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
31
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$180M 3,700,245 -73,755 -2%
Bank of America
2
Bank of America
North Carolina
$35.7M 732,525 -8,256 -1%
LPL Financial
3
LPL Financial
California
$27M 554,003 +16,243 +3%
UBS Group
4
UBS Group
Switzerland
$25.9M 530,877 +13,553 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$19.5M 399,263 -10,187 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.8M 240,090 +18,698 +8%
SI
7
SimpliFi Inc
California
$10.6M 218,087 +218,087 New
WBG
8
Wharton Business Group
Pennsylvania
$10.1M 206,561
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$8.88M 182,203 +29,898 +20%
FFA
10
Freedman Financial Associates
Massachusetts
$8.2M 168,262 -3,841 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.96M 163,348 -3,733 -2%
MAG
12
MRA Advisory Group
New Jersey
$7.33M 150,254 +58,089 +63%
CFB
13
Cullen/Frost Bankers
Texas
$7.29M 149,614 -2,963 -2%
Wells Fargo
14
Wells Fargo
California
$6.47M 132,763 +17,247 +15%
UWPG
15
Ullmann Wealth Partners Group
Florida
$6.27M 128,563 -3,582 -3%
TFS
16
TrustCore Financial Services
Tennessee
$6.16M 126,382 -58,839 -32%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.72M 96,915 -4,973 -5%
EH
18
Equitable Holdings
New York
$3.92M 80,402 +697 +0.9%
IWC
19
Integrated Wealth Concepts
Massachusetts
$3.81M 78,075 +1,357 +2%
KAS
20
Kestra Advisory Services
Texas
$3.76M 77,104 +3,626 +5%
T
21
TCWP
Ohio
$3.41M 69,851 +69,851 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.69M 55,236 +217 +0.4%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.33M 47,712 -928 -2%
SWM
25
Spire Wealth Management
Virginia
$2.18M 44,735 +3 +0%