PWV icon

Invesco Large Cap Value ETF

130 hedge funds and large institutions have $479M invested in Invesco Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
5
Increased
32
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$167M 3,575,713 -93,409 -3%
LPL Financial
2
LPL Financial
California
$42.5M 909,072 -101,877 -10%
APWA
3
Atlas Private Wealth Advisors
New Jersey
$35.8M 764,130 -3,090 -0.4%
Bank of America
4
Bank of America
North Carolina
$30.2M 645,623 -30,638 -5%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$25.2M 538,289 +38,137 +8%
UBS Group
6
UBS Group
Switzerland
$24.5M 523,865 -1,344 -0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$12M 256,205 +11,857 +5%
WBG
8
Wharton Business Group
Pennsylvania
$9.61M 205,301 -1,870 -0.9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.63M 163,050 +4,296 +3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$7.19M 153,547 +3,234 +2%
CFB
11
Cullen/Frost Bankers
Texas
$6.95M 148,577 -5,828 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.87M 146,784 -195 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.52M 139,289 +53,631 +63%
Wells Fargo
14
Wells Fargo
California
$6.15M 131,305 +17,769 +16%
UWPG
15
Ullmann Wealth Partners Group
Florida
$5.89M 125,896 +227 +0.2%
AWA
16
Arkadios Wealth Advisors
Georgia
$5.54M 118,400 +16,178 +16%
MAG
17
MRA Advisory Group
New Jersey
$5.15M 110,038 +12,369 +13%
KAS
18
Kestra Advisory Services
Texas
$4.94M 105,536 +7,635 +8%
EH
19
Equitable Holdings
New York
$4.24M 90,540 -3,356 -4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.42M 73,025 -139 -0.2%
MCCA
21
Mill Creek Capital Advisors
Pennsylvania
$3.23M 69,013
HFW
22
Horizon Family Wealth
Illinois
$2.32M 49,627 +271 +0.5%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$1.89M 40,282
FCM
24
Firestone Capital Management
Florida
$1.85M 39,515
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.83M 39,040 -2,593 -6%