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Invesco Large Cap Value ETF

144 hedge funds and large institutions have $510M invested in Invesco Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
144
Holders Change
+13
Holders Change %
+9.92%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
43
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$177M 3,761,119 +84,604 +2%
LPL Financial
2
LPL Financial
California
$51.6M 1,095,855 +230,787 +27%
Bank of America
3
Bank of America
North Carolina
$30.1M 640,421 -30,848 -5%
UBS Group
4
UBS Group
Switzerland
$25.1M 534,086 -5,208 -1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$23.6M 502,531 +76,840 +18%
APWA
6
Atlas Private Wealth Advisors
New Jersey
$13.7M 291,855 +45,424 +18%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.3M 281,833 +47,457 +20%
SI
8
SimpliFi Inc
California
$9.62M 204,458 -11,055 -5%
WBG
9
Wharton Business Group
Pennsylvania
$9.59M 203,856 -1,260 -0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.42M 200,163 +111,905 +127%
MAG
11
MRA Advisory Group
New Jersey
$8.9M 189,120 -8,041 -4%
FHC
12
First Heartland Consultants
Missouri
$8.41M 178,779 +43,953 +33%
CFB
13
Cullen/Frost Bankers
Texas
$7.53M 159,946 +22,751 +17%
TFS
14
TrustCore Financial Services
Tennessee
$7.34M 155,944 -5,589 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.28M 154,620 -4,172 -3%
Wells Fargo
16
Wells Fargo
California
$6.72M 142,755 +31,226 +28%
UWPG
17
Ullmann Wealth Partners Group
Florida
$5.92M 125,873 +110 +0.1%
AWA
18
Arkadios Wealth Advisors
Georgia
$4.6M 97,671 +26,189 +37%
KAS
19
Kestra Advisory Services
Texas
$4.46M 94,715 -6,309 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.36M 92,717 +44 +0%
EH
21
Equitable Holdings
New York
$4.35M 92,349 -1,202 -1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.12M 87,585 -200 -0.2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.05M 86,013 +19,075 +28%
T
24
TCWP
Ohio
$3.48M 73,989 -1,118 -1%
MCCA
25
Mill Creek Capital Advisors
Pennsylvania
$3.24M 68,908 +68,908 New