We are live on ! Find out more
PWV icon

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
Mariner
51
Mariner
Kansas
$1.1M +$23.7K +400 +2%
PAG
52
Private Advisor Group
New Jersey
$1.08M +$12.5K +210 +1%
EWM
53
Evercore Wealth Management
New York
$1.06M – – –
Stifel Financial
54
Stifel Financial
Missouri
$1.01M -$224K -3,785 -18%
Comerica Bank
55
Comerica Bank
Texas
$992K +$7.65K +129 +0.8%
WWM
56
Western Wealth Management
Colorado
$977K +$10K +169 +1%
CPC
57
Consolidated Planning Corp
Georgia
$974K -$98.1K -1,655 -9%
HighTower Advisors
58
HighTower Advisors
Illinois
$969K -$40.9K -689 -4%
FA
59
Fiducient Advisors
Illinois
$920K – – –
CCM
60
Condor Capital Management
New Jersey
$889K -$168K -2,839 -16%
IFWM
61
Institute for Wealth Management
Colorado
$870K +$119 +2 +0%
PPWM
62
Paragon Private Wealth Management
Kentucky
$849K – – –
MCA
63
MSH Capital Advisors
Arizona
$807K -$267K -4,500 -25%
HWM
64
Howard Wealth Management
Connecticut
$800K – – –
AQR Capital Management
65
AQR Capital Management
Connecticut
$723K +$720K +12,148 New
Citigroup
66
Citigroup
New York
$701K +$32.5K +549 +5%
NRI
67
NFP Retirement Inc
California
$673K -$40K -675 -6%
CWM
68
Cornerstone Wealth Management
Missouri
$640K – – –
RIA
69
Retirement Investment Advisors
Oklahoma
$619K -$5.99K -101 -1%
ACM
70
Armbruster Capital Management
New York
$602K – – –
BEI
71
Benjamin Edwards Inc
Missouri
$584K – – –
OC
72
Oppenheimer & Co
New York
$582K -$13K -219 -2%
Creative Planning
73
Creative Planning
Kansas
$581K +$579K +9,760 New
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$564K -$53.2K -898 -9%
SI
75
SimpliFi Inc
California
$532K +$3.62K +61 +0.7%
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.