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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

158 hedge funds and large institutions have $630M invested in Invesco Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 3 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
44
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPWM
1
PFG Private Wealth Management
Florida
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$199M
3
GLA
3
Good Life Advisors
Pennsylvania
$7.17M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.6M
5
LPL Financial
5
LPL Financial
California
$65.8M

Top Sellers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$13.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.99M
3
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$4.02M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$7.09M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$199M 3,410,552 +181,373 +6%
LPL Financial
2
LPL Financial
California
$65.8M 1,128,788 +45,757 +4%
Bank of America
3
Bank of America
North Carolina
$36.1M 619,836 +2,377 +0.4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$31.2M 535,615 +17,134 +3%
UBS Group
5
UBS Group
Switzerland
$29.3M 502,133 +99 +0%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$24.6M 421,461 +54,102 +15%
IWP
7
IAG Wealth Partners
Wisconsin
$17.6M 302,601 +5,763 +2%
APWA
8
Atlas Private Wealth Advisors
New Jersey
$13.8M 236,866 -89,302 -27%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.9M 203,481 -6,626 -3%
PPWM
10
PFG Private Wealth Management
Florida
$10.7M 183,092 +183,092 New
WBG
11
Wharton Business Group
Pennsylvania
$10.5M 179,262 – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.82M 168,391 +22,027 +15%
Wells Fargo
13
Wells Fargo
California
$8.98M 154,017 +3,470 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.72M 149,515 +307 +0.2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.6M 147,381 +683 +0.5%
CFB
16
Cullen/Frost Bankers
Texas
$8.52M 146,024 +1,179 +0.8%
KAS
17
Kestra Advisory Services
Texas
$7.69M 131,846 -12,454 -9%
UWPG
18
Ullmann Wealth Partners Group
Florida
$7.23M 123,919 +2,114 +2%
GLA
19
Good Life Advisors
Pennsylvania
$7.17M 122,942 +66,010 +116%
AWA
20
Arkadios Wealth Advisors
Georgia
$7.09M 121,550 -21,813 -15%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.63M 113,655 -2,995 -3%
RIA
22
Regal Investment Advisors
Michigan
$6.51M 111,707 +11,077 +11%
EH
23
Equitable Holdings
New York
$4.99M 85,592 +120 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.99M 85,497 -46,325 -35%
MCCA
25
Mill Creek Capital Advisors
Pennsylvania
$4.02M 69,013 -37,282 -35%
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