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Invesco Large Cap Value ETF

159 hedge funds and large institutions have $686M invested in Invesco Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
50
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$222M +$3.86M +64,908 +2%
LPL Financial
2
LPL Financial
California
$72.6M +$10M +168,351 +16%
Bank of America
3
Bank of America
North Carolina
$38.1M +$694K +11,654 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$32.1M -$269K -4,514 -0.8%
UBS Group
5
UBS Group
Switzerland
$29.7M -$207K -3,471 -0.7%
APWA
6
Atlas Private Wealth Advisors
New Jersey
$27.2M +$10.7M +179,281 +65%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$26.7M +$856K +14,385 +3%
IWP
8
IAG Wealth Partners
Wisconsin
$17.3M +$398K +6,694 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$15.6M +$237K +3,978 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.1M +$76.8K +1,290 +0.7%
WBG
11
Wharton Business Group
Pennsylvania
$10.7M +$139K +2,335 +1%
Wells Fargo
12
Wells Fargo
California
$9.28M +$507K +8,523 +6%
CFB
13
Cullen/Frost Bankers
Texas
$8.9M +$235K +3,948 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.8M -$26.6K -447 -0.3%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.72M -$26.7K -448 -0.3%
KAS
16
Kestra Advisory Services
Texas
$8.37M -$432K -7,262 -5%
RIA
17
Regal Investment Advisors
Michigan
$7.69M +$389K +6,540 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.99M +$547K +9,196 +9%
AWA
19
Arkadios Wealth Advisors
Georgia
$6.69M -$308K -5,181 -4%
UWPG
20
Ullmann Wealth Partners Group
Florida
$6.56M -$558K -9,376 -8%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.55M -$29.2K -490 -0.4%
SFG
22
Stonebridge Financial Group
Pennsylvania
$6.45M -$46.4K -779 -0.7%
EH
23
Equitable Holdings
New York
$6.25M +$1.24M +20,755 +25%
GLA
24
Good Life Advisors
Pennsylvania
$4.61M +$760K +12,764 +20%
MCCA
25
Mill Creek Capital Advisors
Pennsylvania
$4.11M