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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

167 hedge funds and large institutions have $750M invested in Invesco Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
16
Increased
47
Reduced
46
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.39M
2
Bank of America
Bank of America
North Carolina
+$8.33M
3
SIM
Stratos Investment Management
Ohio
+$7.58M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.38M
5
FCM
Firestone Capital Management
Florida
+$2.33M

Top Sellers

1
MW
Maia Wealth
Colorado
-$1.24M
2
GWM
Geneos Wealth Management
Colorado
-$825K
3
Osaic Holdings
Osaic Holdings
Arizona
-$795K
4
AWA
Arkadios Wealth Advisors
Georgia
-$766K
5
AAS
Ameritas Advisory Services
Nebraska
-$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.82M +$1.21M +19,423 +33%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.68M +$2.38M +38,367 +104%
MCCA
28
Mill Creek Capital Advisors
Pennsylvania
$4.29M – – –
Ameriprise
29
Ameriprise
Minnesota
$3.49M -$122K -1,959 -3%
HFW
30
Horizon Family Wealth
Illinois
$3.21M +$22.7K +365 +0.7%
CW
31
Cooksen Wealth
Texas
$3.2M -$49.7K -800 -2%
AWA
32
AGH Wealth Advisors
Kansas
$2.88M +$23.6K +380 +0.8%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$2.77M +$920K +14,799 +50%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$2.44M -$6.21K -100 -0.3%
FCM
35
Firestone Capital Management
Florida
$2.33M +$2.33M +37,513 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.29M -$8.51K -137 -0.4%
PA
37
Parallel Advisors
California
$2.18M – – –
SWM
38
Spire Wealth Management
Virginia
$2.07M +$7.95K +128 +0.4%
PCG
39
Prosperity Consulting Group
Maryland
$1.65M – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$1.62M +$314K +5,057 +24%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$1.08M +17,148 +241%
EA
42
Evolution Advisers
Virginia
$1.51M – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$85.3K +1,372 +6%
PJWM
44
Philip James Wealth Mangement
Georgia
$1.48M +$10.3K +165 +0.7%
WH
45
Willner & Heller
California
$1.4M -$92.6K -1,490 -6%
JFA
46
JNBA Financial Advisors
Minnesota
$1.29M -$30.3K -488 -2%
Mariner
47
Mariner
Kansas
$1.18M +$31.1K +500 +3%
PAG
48
Private Advisor Group
New Jersey
$1.16M +$27.6K +444 +2%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.16M -$24.8K -399 -2%
WA
50
Waverly Advisors
Alabama
$1.15M +$1.74K +28 +0.2%
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