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Invesco Large Cap Value ETF

139 hedge funds and large institutions have $464M invested in Invesco Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
27
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$165M 3,644,705 -116,414 -3%
LPL Financial
2
LPL Financial
California
$46.6M 1,028,159 -67,696 -6%
Bank of America
3
Bank of America
North Carolina
$29.6M 653,052 +12,631 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$23.8M 525,244 +22,713 +5%
UBS Group
5
UBS Group
Switzerland
$23.6M 521,081 -13,005 -2%
APWA
6
Atlas Private Wealth Advisors
New Jersey
$15.4M 339,922 +48,067 +16%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.4M 251,213 -30,620 -11%
SI
8
SimpliFi Inc
California
$9.24M 204,052 -406 -0.2%
WBG
9
Wharton Business Group
Pennsylvania
$9M 198,686 -5,170 -3%
CFB
10
Cullen/Frost Bankers
Texas
$7.17M 158,391 -1,555 -1%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$7.03M 155,313 +155,313 New
MAG
12
MRA Advisory Group
New Jersey
$6.96M 153,742 -35,378 -19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.76M 149,380 -5,240 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.42M 141,804 -58,359 -29%
UWPG
15
Ullmann Wealth Partners Group
Florida
$5.68M 125,503 -370 -0.3%
Wells Fargo
16
Wells Fargo
California
$5.22M 115,203 -27,552 -19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.85M 107,071 +21,058 +24%
AWA
18
Arkadios Wealth Advisors
Georgia
$4.49M 99,173 +1,502 +2%
KAS
19
Kestra Advisory Services
Texas
$4.46M 98,466 +3,751 +4%
EH
20
Equitable Holdings
New York
$4.2M 92,858 +509 +0.6%
Ameriprise
21
Ameriprise
Minnesota
$3.75M 82,817 +82,817 New
T
22
TCWP
Ohio
$3.53M 78,041 +4,052 +5%
MCCA
23
Mill Creek Capital Advisors
Pennsylvania
$3.12M 69,013 +105 +0.2%
HFW
24
Horizon Family Wealth
Illinois
$2.22M 49,023 +281 +0.6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.04M 45,040 -1,847 -4%