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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

143 hedge funds and large institutions have $534M invested in Invesco Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
36
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$5.45M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.63M
3
LPL Financial
LPL Financial
California
+$2.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.74M
5
PCG
Prosperity Consulting Group
Maryland
+$1.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$208M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$12.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.34M
4
N
Natixis
France
-$1.38M
5
UBS Group
UBS Group
Switzerland
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$186M -$208M -3,672,149 -53%
LPL Financial
2
LPL Financial
California
$55M +$2.3M +40,566 +4%
Bank of America
3
Bank of America
North Carolina
$35.7M +$1.14M +20,190 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$28.6M +$379K +6,682 +1%
UBS Group
5
UBS Group
Switzerland
$28.5M -$1.2M -21,231 -4%
WBG
6
Wharton Business Group
Pennsylvania
$10.2M – – –
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.1M +$51.4K +907 +0.5%
APWA
8
Atlas Private Wealth Advisors
New Jersey
$10M -$12.1M -213,810 -55%
CFB
9
Cullen/Frost Bankers
Texas
$8.25M -$71.8K -1,267 -0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.21M -$106K -1,865 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.86M +$995K +17,550 +14%
AWA
12
Arkadios Wealth Advisors
Georgia
$7.36M -$1.25K -22 -0%
Wells Fargo
13
Wells Fargo
California
$7.27M +$412K +7,272 +6%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$7.23M +$4.63M +81,707 +178%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$7.13M -$1.04M -18,281 -13%
UWPG
16
Ullmann Wealth Partners Group
Florida
$7.08M -$23.1K -407 -0.3%
KAS
17
Kestra Advisory Services
Texas
$7.08M +$326K +5,748 +5%
MCCA
18
Mill Creek Capital Advisors
Pennsylvania
$6.02M – – –
RIA
19
Regal Investment Advisors
Michigan
$5.45M +$5.45M +96,200 New
EH
20
Equitable Holdings
New York
$4.92M -$254K -4,482 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.82M -$7.34M -129,410 -60%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.36M +$211K +3,724 +5%
CW
23
Cooksen Wealth
Texas
$2.96M – – –
HFW
24
Horizon Family Wealth
Illinois
$2.84M +$13.4K +236 +0.5%
GLA
25
Good Life Advisors
Pennsylvania
$2.73M +$386K +6,804 +16%
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