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Invesco Large Cap Value ETF
PWV

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: 160 → 169 (+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: 3 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.84M
2
Bank of America
Bank of America
North Carolina
+$7.84M
3
SIM
Stratos Investment Management
Ohio
+$7.14M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.24M
5
FCM
Firestone Capital Management
Florida
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
MW
Maia Wealth
Colorado
-$1.17M
2
GWM
Geneos Wealth Management
Colorado
-$776K
3
AWA
Arkadios Wealth Advisors
Georgia
-$721K
4
AAS
Ameritas Advisory Services
Nebraska
-$593K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
51
Evercore Wealth Management
New York
$1.1M – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.04M -$121K -2,073 -11%
WWM
53
Western Wealth Management
Colorado
$1.02M -$2.93K -50 -0.3%
CPC
54
Consolidated Planning Corp
Georgia
$1.01M -$6.85K -117 -0.7%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.01M -$4.45K -76 -0.5%
Comerica Bank
56
Comerica Bank
Texas
$961K -$69.9K -1,195 -7%
FA
57
Fiducient Advisors
Illinois
$961K – – –
Citigroup
58
Citigroup
New York
$949K +$205K +3,497 +30%
AAS
59
Ameritas Advisory Services
Nebraska
$930K -$593K -10,128 -40%
CCM
60
Condor Capital Management
New Jersey
$928K – – –
IFWM
61
Institute for Wealth Management
Colorado
$889K -$17.5K -299 -2%
PPWM
62
Paragon Private Wealth Management
Kentucky
$886K – – –
HWM
63
Howard Wealth Management
Connecticut
$836K – – –
Stifel Financial
64
Stifel Financial
Missouri
$776K -$260K -4,452 -26%
AQR Capital Management
65
AQR Capital Management
Connecticut
$755K – – –
MCA
66
MSH Capital Advisors
Arizona
$739K -$97.7K -1,670 -12%
NRI
67
NFP Retirement Inc
California
$703K – – –
CWM
68
Cornerstone Wealth Management
Missouri
$672K +$3.1K +53 +0.5%
RIA
69
Retirement Investment Advisors
Oklahoma
$646K -$468 -8 -0.1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$639K +$47.5K +812 +9%
ACM
71
Armbruster Capital Management
New York
$629K – – –
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$621K -$585K -10,000 -50%
BEI
73
Benjamin Edwards Inc
Missouri
$609K – – –
Creative Planning
74
Creative Planning
Kansas
$607K +$293 +5 +0.1%
OC
75
Oppenheimer & Co
New York
$601K -$6.96K -119 -1%
1 2
3
4 5

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.