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Invesco Large Cap Value ETF

169 hedge funds and large institutions have $752M invested in Invesco Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $686M → $752M (+$65.6M)

6% more funds holding

Funds holding: 160169 (+9)

1.62% more ownership

Funds ownership: 66.04%67.66% (+1.6%)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% 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
16
Increased
48
Reduced
45
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.82M +$1.14M +19,423 +33%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.68M +$2.24M +38,367 +104%
MCCA
28
Mill Creek Capital Advisors
Pennsylvania
$4.29M
Ameriprise
29
Ameriprise
Minnesota
$3.49M -$115K -1,959 -3%
HFW
30
Horizon Family Wealth
Illinois
$3.21M +$21.4K +365 +0.7%
CW
31
Cooksen Wealth
Texas
$3.2M -$46.8K -800 -2%
AWA
32
AGH Wealth Advisors
Kansas
$2.88M +$22.2K +380 +0.8%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.77M +$866K +14,799 +50%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$2.44M -$5.85K -100 -0.3%
FCM
35
Firestone Capital Management
Florida
$2.33M +$2.19M +37,513 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.29M -$8.02K -137 -0.4%
PA
37
Parallel Advisors
California
$2.18M
SWM
38
Spire Wealth Management
Virginia
$2.07M +$7.49K +128 +0.4%
PCG
39
Prosperity Consulting Group
Maryland
$1.65M
MML Investors Services
40
MML Investors Services
Massachusetts
$1.62M +$296K +5,057 +24%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$1M +17,148 +241%
EA
42
Evolution Advisers
Virginia
$1.51M
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$80.3K +1,372 +6%
PJWM
44
Philip James Wealth Mangement
Georgia
$1.48M +$9.65K +165 +0.7%
WH
45
Willner & Heller
California
$1.4M -$87.2K -1,490 -6%
JFA
46
JNBA Financial Advisors
Minnesota
$1.29M -$28.6K -488 -2%
Mariner
47
Mariner
Kansas
$1.18M +$29.3K +500 +3%
PAG
48
Private Advisor Group
New Jersey
$1.16M +$26K +444 +2%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.16M -$23.3K -399 -2%
WA
50
Waverly Advisors
Alabama
$1.15M +$1.64K +28 +0.2%

PWV Hedge Fund Activity: Q2 2025 in Review

169 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q2 2025, worth a combined $752M — up 9.6% from $686M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PWV positions and 5 closed out — a net gain of 11 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.84M. The largest seller was Maia Wealth, cutting an estimated $1.17M.

  • 169 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q2 2025, up from 160 in Q1 2025.
  • Funds reported $752M of Invesco Large Cap Value ETF stock for Q2 2025, up 9.6% quarter-over-quarter.
  • 16 funds opened new Invesco Large Cap Value ETF positions in Q2 2025 and 5 closed out, a net change of +11 holders.
  • The largest Invesco Large Cap Value ETF buyer in Q2 2025 was LPL Financial, an estimated $8.84M added.
  • The largest Invesco Large Cap Value ETF seller in Q2 2025 was Maia Wealth, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2025.