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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

158 hedge funds and large institutions have $626M invested in Invesco Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
39
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$2.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$942K

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$10.4M
2
LPL Financial
LPL Financial
California
-$4.37M
3
GLA
Good Life Advisors
Pennsylvania
-$3.31M
4
IWP
IAG Wealth Partners
Wisconsin
-$1.1M
5
Goldman Sachs
Goldman Sachs
New York
-$958K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$209M +$14.7M +257,786 +8%
LPL Financial
2
LPL Financial
California
$59.8M -$4.37M -76,757 -7%
Bank of America
3
Bank of America
North Carolina
$35.7M +$486K +8,546 +1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$30.9M +$464K +8,163 +2%
UBS Group
5
UBS Group
Switzerland
$28.6M +$14.8K +261 +0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$24.7M +$738K +12,971 +3%
IWP
7
IAG Wealth Partners
Wisconsin
$16.1M -$1.1M -19,263 -6%
APWA
8
Atlas Private Wealth Advisors
New Jersey
$15.8M +$2.3M +40,436 +17%
Raymond James Financial
9
Raymond James Financial
Florida
$14.7M +$14.7M +258,292 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.5M +$942K +16,567 +10%
WBG
11
Wharton Business Group
Pennsylvania
$10.1M -$142K -2,490 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.43M -$70.1K -1,233 -0.8%
KAS
13
Kestra Advisory Services
Texas
$8.41M +$915K +16,079 +12%
Wells Fargo
14
Wells Fargo
California
$8.38M -$377K -6,631 -4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.36M -$22K -386 -0.3%
CFB
16
Cullen/Frost Bankers
Texas
$8.28M -$24.5K -430 -0.3%
RIA
17
Regal Investment Advisors
Michigan
$6.97M +$620K +10,906 +10%
UWPG
18
Ullmann Wealth Partners Group
Florida
$6.8M -$244K -4,296 -3%
AWA
19
Arkadios Wealth Advisors
Georgia
$6.69M -$220K -3,867 -3%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$6.29M -$179K -3,141 -3%
SFG
21
Stonebridge Financial Group
Pennsylvania
$6.21M +$6.21M +109,170 New
Osaic Holdings
22
Osaic Holdings
Arizona
$6.15M +$1.29M +22,670 +27%
EH
23
Equitable Holdings
New York
$4.79M -$74.5K -1,309 -2%
MCCA
24
Mill Creek Capital Advisors
Pennsylvania
$3.93M – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.73M +$1.73M +30,407 +86%
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