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Invesco Large Cap Value ETF

131 hedge funds and large institutions have $415M invested in Invesco Large Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
35
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$153M 3,676,515 +196,814 +6%
LPL Financial
2
LPL Financial
California
$36M 865,068 -5,225 -0.6%
Bank of America
3
Bank of America
North Carolina
$28M 671,269 +4,445 +0.7%
UBS Group
4
UBS Group
Switzerland
$22.5M 539,294 -7,986 -1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$17.7M 425,691 +19,203 +5%
APWA
6
Atlas Private Wealth Advisors
New Jersey
$10.3M 246,431 +37,026 +18%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.76M 234,376 -4,847 -2%
SI
8
SimpliFi Inc
California
$8.98M 215,513 +2,655 +1%
WBG
9
Wharton Business Group
Pennsylvania
$8.54M 205,116
MAG
10
MRA Advisory Group
New Jersey
$8.36M 197,161 +27,290 +16%
TFS
11
TrustCore Financial Services
Tennessee
$6.73M 161,533 -3,461 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.61M 158,792 -2,178 -1%
CFB
13
Cullen/Frost Bankers
Texas
$5.71M 137,195 -7,546 -5%
UWPG
14
Ullmann Wealth Partners Group
Florida
$5.24M 125,763 -968 -0.8%
Wells Fargo
15
Wells Fargo
California
$4.65M 111,529 -32,970 -23%
KAS
16
Kestra Advisory Services
Texas
$4.21M 101,024 +14,900 +17%
EH
17
Equitable Holdings
New York
$3.9M 93,551 +2,301 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.86M 92,673 -4 -0%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.68M 88,258 +32,105 +57%
IWC
20
Integrated Wealth Concepts
Massachusetts
$3.66M 87,785 +4,180 +5%
T
21
TCWP
Ohio
$3.13M 75,107 +806 +1%
AWA
22
Arkadios Wealth Advisors
Georgia
$2.98M 71,482 +18,216 +34%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.79M 66,938 +179 +0.3%
CAN
24
Cetera Advisor Networks
California
$2.27M 54,467 -2,569 -5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.24M 53,756 -15,275 -22%