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Invesco Large Cap Value ETF
PWV

160 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

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

10% more capital invested

Capital invested by funds: $626M → $686M (+$60.6M)

1.39% more ownership

Funds ownership: 64.65% → 66.04% (+1.4%)

1% more funds holding

Funds holding: 158 → 160 (+2)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.15%
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
–

Top Buyers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
+$10.6M
2
LPL Financial
LPL Financial
California
+$9.98M
3
Morgan Stanley
Morgan Stanley
New York
+$3.85M
4
Ameriprise
Ameriprise
Minnesota
+$3.45M
5
EH
Equitable Holdings
New York
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
FCM
Firestone Capital Management
Florida
-$2.13M
2
UWPG
Ullmann Wealth Partners Group
Florida
-$556K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$439K
4
KAS
Kestra Advisory Services
Texas
-$431K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.46M -$439K -7,402 -11%
Ameriprise
27
Ameriprise
Minnesota
$3.46M +$3.45M +58,122 New
HFW
28
Horizon Family Wealth
Illinois
$3.05M +$20.7K +349 +0.7%
CW
29
Cooksen Wealth
Texas
$2.96M – – –
AWA
30
AGH Wealth Advisors
Kansas
$2.73M +$42.3K +714 +2%
MSFS
31
Main Street Financial Solutions
Pennsylvania
$2.35M – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.2M +$10.4K +175 +0.5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$2.2M -$19.9K -336 -0.9%
PA
34
Parallel Advisors
California
$2.09M – – –
SWM
35
Spire Wealth Management
Virginia
$1.98M +$8.48K +143 +0.4%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.77M +$300K +5,059 +20%
PCG
37
Prosperity Consulting Group
Maryland
$1.58M – – –
EA
38
Evolution Advisers
Virginia
$1.45M – – –
AAS
39
Ameritas Advisory Services
Nebraska
$1.44M +$13.8K +233 +0.9%
WH
40
Willner & Heller
California
$1.43M -$62.3K -1,051 -4%
PJWM
41
Philip James Wealth Mangement
Georgia
$1.41M -$70.1K -1,182 -5%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.34M -$224K -3,771 -14%
MW
43
Maia Wealth
Colorado
$1.3M +$13.2K +222 +0.9%
JFA
44
JNBA Financial Advisors
Minnesota
$1.27M -$244K -4,113 -16%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.25M +$39.2K +661 +3%
GWM
46
Geneos Wealth Management
Colorado
$1.2M +$787K +13,273 +192%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$1.19M +$1.19M +20,000 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.13M +$12.3K +207 +1%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1.12M +$562K +9,480 +101%
WA
50
Waverly Advisors
Alabama
$1.1M +$1.54K +26 +0.1%
1
2
3 4 5

PWV Hedge Fund Activity: Q1 2025 in Review

160 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2025, worth a combined $686M — up 9.7% from $626M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PWV positions and 9 closed out — a net gain of 5 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was Atlas Private Wealth Advisors, adding an estimated $10.6M. The largest seller was Firestone Capital Management, exiting entirely with an estimated $2.13M sold.

  • 160 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2025, up from 158 in Q4 2024.
  • Funds reported $686M of Invesco Large Cap Value ETF stock for Q1 2025, up 9.7% quarter-over-quarter.
  • 14 funds opened new Invesco Large Cap Value ETF positions in Q1 2025 and 9 closed out, a net change of +5 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q1 2025 was Atlas Private Wealth Advisors, an estimated $10.6M added.
  • The largest Invesco Large Cap Value ETF seller in Q1 2025 was Firestone Capital Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2025.