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Invesco Large Cap Value ETF

181 hedge funds and large institutions have $849M invested in Invesco Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $784M → $849M (+$64.7M)

7% more funds holding

Funds holding: 169181 (+12)

1.37% more ownership

Funds ownership: 65.2%66.57% (+1.4%)

Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
51
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$241M -$611K -9,305 -0.3%
LPL Financial
2
LPL Financial
California
$123M +$20.8M +316,197 +21%
Bank of America
3
Bank of America
North Carolina
$53.8M -$468K -7,136 -0.9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$37.5M -$85.6K -1,304 -0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$34.3M +$461K +7,019 +1%
UBS Group
6
UBS Group
Switzerland
$32.2M -$92.8K -1,414 -0.3%
Raymond James Financial
7
Raymond James Financial
Florida
$30.6M +$8.73M +132,932 +41%
IWP
8
IAG Wealth Partners
Wisconsin
$21.5M +$453K +6,905 +2%
APWA
9
Atlas Private Wealth Advisors
New Jersey
$15.5M +$845K +12,867 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.8M +$360K +5,488 +3%
Wells Fargo
11
Wells Fargo
California
$11.1M -$73.7K -1,122 -0.7%
WBG
12
Wharton Business Group
Pennsylvania
$10.8M -$501K -7,635 -4%
AWA
13
Arkadios Wealth Advisors
Georgia
$10.7M +$3.55M +54,052 +51%
SA
14
SPWM Advisors
Michigan
$10.6M +$10.5M +159,637 New
CFB
15
Cullen/Frost Bankers
Texas
$10.5M +$221K +3,362 +2%
SIM
16
Stratos Investment Management
Ohio
$10.1M -$196K -2,981 -2%
KAS
17
Kestra Advisory Services
Texas
$9.96M +$397K +6,049 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.35M +$63.3K +965 +0.7%
RIA
19
Regal Investment Advisors
Michigan
$9.02M +$151K +2,295 +2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$8.85M -$239K -3,647 -3%
SFGP
21
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.14M -$985 -15 -0%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.11M +$1.59M +24,237 +29%
EH
23
Equitable Holdings
New York
$7.04M +$67.8K +1,033 +1%
UWPG
24
Ullmann Wealth Partners Group
Florida
$7.01M
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$6.56M -$409K -6,234 -6%