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Invesco Large Cap Value ETF

139 hedge funds and large institutions have $671M invested in Invesco Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 4 closing their positions.

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
30
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$353M 6,953,558 +3,377,845 +94%
LPL Financial
2
LPL Financial
California
$47.2M 929,798 +20,726 +2%
Bank of America
3
Bank of America
North Carolina
$31M 610,355 -35,268 -5%
UBS Group
4
UBS Group
Switzerland
$26.6M 523,510 -355 -0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$25.3M 497,922 -40,367 -7%
APWA
6
Atlas Private Wealth Advisors
New Jersey
$19.8M 390,881 -373,249 -49%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.9M 214,415 -41,790 -16%
WBG
8
Wharton Business Group
Pennsylvania
$9.15M 180,417 -24,884 -12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9M 177,316 +14,266 +9%
CFB
10
Cullen/Frost Bankers
Texas
$7.45M 146,826 -1,751 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.45M 146,743 -41 -0%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$7.31M 144,146 -9,401 -6%
AWA
13
Arkadios Wealth Advisors
Georgia
$6.59M 129,944 +11,544 +10%
UWPG
14
Ullmann Wealth Partners Group
Florida
$6.36M 125,386 -510 -0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.15M 121,140 -18,149 -13%
Wells Fargo
16
Wells Fargo
California
$6.14M 121,054 -10,251 -8%
KAS
17
Kestra Advisory Services
Texas
$6.05M 119,231 +13,695 +13%
MCCA
18
Mill Creek Capital Advisors
Pennsylvania
$5.39M 106,295 +37,282 +54%
EH
19
Equitable Holdings
New York
$4.63M 91,330 +790 +0.9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.71M 73,171 +146 +0.2%
RJA
21
Raymond James & Associates
Florida
$2.68M 52,846 +15,841 +43%
CW
22
Cooksen Wealth
Texas
$2.65M 52,311 +52,311 New
HFW
23
Horizon Family Wealth
Illinois
$2.53M 49,895 +268 +0.5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.33M 45,872 +32,511 +243%
GLA
25
Good Life Advisors
Pennsylvania
$2.1M 41,302 +5,012 +14%