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Invesco Large Cap Value ETF

134 hedge funds and large institutions have $483M invested in Invesco Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
134
Holders Change
-5
Holders Change %
-3.6%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
30
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$171M 3,669,122 +24,417 +0.7%
LPL Financial
2
LPL Financial
California
$47.1M 1,010,949 -17,210 -2%
APWA
3
Atlas Private Wealth Advisors
New Jersey
$35.8M 767,220 +427,298 +126%
Bank of America
4
Bank of America
North Carolina
$31.5M 676,261 +23,209 +4%
UBS Group
5
UBS Group
Switzerland
$24.5M 525,209 +4,128 +0.8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$23.3M 500,152 -25,092 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.3M 244,348 -6,865 -3%
WBG
8
Wharton Business Group
Pennsylvania
$9.66M 207,171 +8,485 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.4M 158,754 +16,950 +12%
CFB
10
Cullen/Frost Bankers
Texas
$7.2M 154,405 -3,986 -3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$7.01M 150,313 -5,000 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.85M 146,979 -2,401 -2%
UWPG
13
Ullmann Wealth Partners Group
Florida
$5.86M 125,669 +166 +0.1%
Wells Fargo
14
Wells Fargo
California
$5.29M 113,536 -1,667 -1%
AWA
15
Arkadios Wealth Advisors
Georgia
$4.77M 102,222 +3,049 +3%
KAS
16
Kestra Advisory Services
Texas
$4.57M 97,901 -565 -0.6%
MAG
17
MRA Advisory Group
New Jersey
$4.55M 97,669 -56,073 -36%
EH
18
Equitable Holdings
New York
$4.38M 93,896 +1,038 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.99M 85,658 -21,413 -20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.41M 73,164 -325 -0.4%
MCCA
21
Mill Creek Capital Advisors
Pennsylvania
$3.22M 69,013
HFW
22
Horizon Family Wealth
Illinois
$2.3M 49,356 +333 +0.7%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.96M 41,978 -3,062 -7%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.94M 41,633 +97 +0.2%
MSFS
25
Main Street Financial Solutions
Pennsylvania
$1.88M 40,282