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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 %
EWM
51
Evercore Wealth Management
New York
$1.1M 17,782 – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.04M 16,812 -2,073 -11%
WWM
53
Western Wealth Management
Colorado
$1.02M 16,368 -50 -0.3%
CPC
54
Consolidated Planning Corp
Georgia
$1.01M 16,251 -117 -0.7%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.01M 16,215 -76 -0.5%
Comerica Bank
56
Comerica Bank
Texas
$961K 15,471 -1,195 -7%
FA
57
Fiducient Advisors
Illinois
$961K 15,465 – –
Citigroup
58
Citigroup
New York
$949K 15,273 +3,497 +30%
AAS
59
Ameritas Advisory Services
Nebraska
$930K 14,963 -10,128 -40%
CCM
60
Condor Capital Management
New Jersey
$928K 14,937 – –
IFWM
61
Institute for Wealth Management
Colorado
$889K 14,314 -299 -2%
PPWM
62
Paragon Private Wealth Management
Kentucky
$886K 14,265 – –
HWM
63
Howard Wealth Management
Connecticut
$836K 13,447 – –
Stifel Financial
64
Stifel Financial
Missouri
$776K 12,480 -4,452 -26%
AQR Capital Management
65
AQR Capital Management
Connecticut
$755K 12,148 – –
MCA
66
MSH Capital Advisors
Arizona
$739K 11,887 -1,670 -12%
NRI
67
NFP Retirement Inc
California
$703K 11,315 – –
CWM
68
Cornerstone Wealth Management
Missouri
$672K 10,808 +53 +0.5%
RIA
69
Retirement Investment Advisors
Oklahoma
$646K 10,393 -8 -0.1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$639K 10,291 +812 +9%
ACM
71
Armbruster Capital Management
New York
$629K 10,117 – –
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$621K 10,000 -10,000 -50%
BEI
73
Benjamin Edwards Inc
Missouri
$609K 9,808 – –
Creative Planning
74
Creative Planning
Kansas
$607K 9,765 +5 +0.1%
OC
75
Oppenheimer & Co
New York
$601K 9,665 -119 -1%
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