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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

165 hedge funds and large institutions have $750M invested in Invesco Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 4 closing their positions.

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
47
Reduced
45
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$85.2M
2
Bank of America
2
Bank of America
North Carolina
$48.1M
3
SIM
3
Stratos Investment Management
Ohio
$7.58M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.68M
5
FCM
5
Firestone Capital Management
Florida
$2.33M

Top Sellers

1
MW
1
Maia Wealth
Colorado
$227K
2
GWM
2
Geneos Wealth Management
Colorado
$431K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.98M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$6.22M
5
AAS
5
Ameritas Advisory Services
Nebraska
$930K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$232M 3,735,207 +1,961 +0.1%
LPL Financial
2
LPL Financial
California
$85.2M 1,371,551 +151,169 +12%
Bank of America
3
Bank of America
North Carolina
$48.1M 774,088 +134,052 +21%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$33.5M 538,770 -494 -0.1%
UBS Group
5
UBS Group
Switzerland
$30.9M 497,818 -1,105 -0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$29.8M 479,940 +31,123 +7%
APWA
7
Atlas Private Wealth Advisors
New Jersey
$27.9M 449,363 -7,220 -2%
IWP
8
IAG Wealth Partners
Wisconsin
$19.3M 310,057 +20,025 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$16.4M 263,460 +1,190 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.1M 194,151 +7,903 +4%
Wells Fargo
11
Wells Fargo
California
$10.8M 174,323 +18,414 +12%
WBG
12
Wharton Business Group
Pennsylvania
$10.6M 170,370 -8,737 -5%
KAS
13
Kestra Advisory Services
Texas
$9.54M 153,455 +12,792 +9%
CFB
14
Cullen/Frost Bankers
Texas
$9.39M 151,182 +1,640 +1%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.95M 144,025 -2,522 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.77M 141,194 -6,641 -4%
RIA
17
Regal Investment Advisors
Michigan
$8.18M 131,708 +2,555 +2%
SIM
18
Stratos Investment Management
Ohio
$7.58M 122,026 +122,026 New
UWPG
19
Ullmann Wealth Partners Group
Florida
$6.85M 110,267 +20 +0%
SFG
20
Stonebridge Financial Group
Pennsylvania
$6.67M 107,396 -995 -0.9%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.55M 105,442 -4,582 -4%
EH
22
Equitable Holdings
New York
$6.49M 104,422 -616 -0.6%
AWA
23
Arkadios Wealth Advisors
Georgia
$6.22M 100,174 -12,328 -11%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.98M 103,585 -13,778 -12%
GLA
25
Good Life Advisors
Pennsylvania
$5.32M 85,573 +8,133 +11%
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