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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 %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.82M 77,601 +19,423 +33%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.68M 75,311 +38,367 +104%
MCCA
28
Mill Creek Capital Advisors
Pennsylvania
$4.29M 69,013 – –
Ameriprise
29
Ameriprise
Minnesota
$3.49M 56,163 -1,959 -3%
HFW
30
Horizon Family Wealth
Illinois
$3.21M 51,664 +365 +0.7%
CW
31
Cooksen Wealth
Texas
$3.2M 51,511 -800 -2%
AWA
32
AGH Wealth Advisors
Kansas
$2.88M 46,317 +380 +0.8%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$2.77M 44,544 +14,799 +50%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$2.44M 39,322 -100 -0.3%
FCM
35
Firestone Capital Management
Florida
$2.33M 37,513 +37,513 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.29M 36,789 -137 -0.4%
PA
37
Parallel Advisors
California
$2.18M 35,150 – –
SWM
38
Spire Wealth Management
Virginia
$2.07M 33,377 +128 +0.4%
PCG
39
Prosperity Consulting Group
Maryland
$1.65M 26,498 – –
MML Investors Services
40
MML Investors Services
Massachusetts
$1.62M 26,034 +5,057 +24%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.53M 24,258 +17,148 +241%
EA
42
Evolution Advisers
Virginia
$1.51M 24,300 – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.49M 23,909 +1,372 +6%
PJWM
44
Philip James Wealth Mangement
Georgia
$1.48M 23,827 +165 +0.7%
WH
45
Willner & Heller
California
$1.4M 22,482 -1,490 -6%
JFA
46
JNBA Financial Advisors
Minnesota
$1.29M 20,777 -488 -2%
Mariner
47
Mariner
Kansas
$1.18M 19,024 +500 +3%
PAG
48
Private Advisor Group
New Jersey
$1.16M 18,662 +444 +2%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.16M 18,658 -399 -2%
WA
50
Waverly Advisors
Alabama
$1.15M 18,576 +28 +0.2%
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