Invesco Large Cap Value ETF
169 hedge funds and large institutions have $784M invested in Invesco Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
39% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 38
4% more capital invested
Capital invested by funds: $752M → $784M (+$32.8M)
0% more funds holding
Funds holding: 169 → 169 (0)
2.46% less ownership
Funds ownership: 67.66% → 65.2% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.99M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.05M |
| 3 |
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
+$4.04M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.84M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$14.5M |
| 2 |
Morgan Stanley
New York
|
-$6.89M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.09M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.07M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.81M |
PWV Hedge Fund Activity: Q3 2025 in Review
169 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q3 2025, worth a combined $784M — up 4.4% from $752M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PWV positions and 7 closed out — a net gain of 3 holders — while 53 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.99M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $14.5M.
- 169 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $784M of Invesco Large Cap Value ETF stock for Q3 2025, up 4.4% quarter-over-quarter.
- 10 funds opened new Invesco Large Cap Value ETF positions in Q3 2025 and 7 closed out, a net change of +3 holders.
- The largest Invesco Large Cap Value ETF buyer in Q3 2025 was LPL Financial, an estimated $9.99M added.
- The largest Invesco Large Cap Value ETF seller in Q3 2025 was Atlas Private Wealth Advisors, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2025.