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Invesco Large Cap Value ETF

146 hedge funds and large institutions have $569M invested in Invesco Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
36
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$178M 3,229,179 -52,230 -2%
LPL Financial
2
LPL Financial
California
$59.6M 1,083,031 +112,667 +12%
Bank of America
3
Bank of America
North Carolina
$34M 617,459 -13,086 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$28.5M 518,481 +13,877 +3%
UBS Group
5
UBS Group
Switzerland
$27.6M 502,034 -245 -0%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.2M 367,359 +290,464 +378%
APWA
7
Atlas Private Wealth Advisors
New Jersey
$18M 326,168 +149,097 +84%
IWP
8
IAG Wealth Partners
Wisconsin
$16.3M 296,838 +296,838 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.6M 210,107 +31,884 +18%
WBG
10
Wharton Business Group
Pennsylvania
$9.87M 179,262 -1,155 -0.6%
Wells Fargo
11
Wells Fargo
California
$8.29M 150,547 +22,221 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.21M 149,208 +4,330 +3%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$8.07M 146,698 +19,119 +15%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.06M 146,364 +7,674 +6%
CFB
15
Cullen/Frost Bankers
Texas
$7.97M 144,845 -714 -0.5%
KAS
16
Kestra Advisory Services
Texas
$7.94M 144,300 +19,321 +15%
AWA
17
Arkadios Wealth Advisors
Georgia
$7.89M 143,363 +13,441 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.26M 131,822 +46,817 +55%
UWPG
19
Ullmann Wealth Partners Group
Florida
$6.7M 121,805 -3,174 -3%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$6.42M 116,650 -9,215 -7%
MCCA
21
Mill Creek Capital Advisors
Pennsylvania
$5.85M 106,295
RIA
22
Regal Investment Advisors
Michigan
$5.54M 100,630 +4,430 +5%
EH
23
Equitable Holdings
New York
$4.7M 85,472 -1,376 -2%
GLA
24
Good Life Advisors
Pennsylvania
$3.13M 56,932 +8,826 +18%
CW
25
Cooksen Wealth
Texas
$2.88M 52,311