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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

167 hedge funds and large institutions have $750M invested in Invesco Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.24%
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
47
Reduced
46
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.39M
2
Bank of America
Bank of America
North Carolina
+$8.33M
3
SIM
Stratos Investment Management
Ohio
+$7.58M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.38M
5
FCM
Firestone Capital Management
Florida
+$2.33M

Top Sellers

1
MW
Maia Wealth
Colorado
-$1.24M
2
GWM
Geneos Wealth Management
Colorado
-$825K
3
Osaic Holdings
Osaic Holdings
Arizona
-$795K
4
AWA
Arkadios Wealth Advisors
Georgia
-$766K
5
AAS
Ameritas Advisory Services
Nebraska
-$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Evercore Wealth Management
New York
$1.1M – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.04M -$129K -2,073 -11%
WWM
53
Western Wealth Management
Colorado
$1.02M -$3.11K -50 -0.3%
CPC
54
Consolidated Planning Corp
Georgia
$1.01M -$7.27K -117 -0.7%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.01M -$4.72K -76 -0.5%
Comerica Bank
56
Comerica Bank
Texas
$961K -$74.3K -1,195 -7%
FA
57
Fiducient Advisors
Illinois
$961K – – –
Citigroup
58
Citigroup
New York
$949K +$217K +3,497 +30%
AAS
59
Ameritas Advisory Services
Nebraska
$930K -$629K -10,128 -40%
CCM
60
Condor Capital Management
New Jersey
$928K – – –
IFWM
61
Institute for Wealth Management
Colorado
$889K -$18.6K -299 -2%
PPWM
62
Paragon Private Wealth Management
Kentucky
$886K – – –
HWM
63
Howard Wealth Management
Connecticut
$836K – – –
Stifel Financial
64
Stifel Financial
Missouri
$776K -$277K -4,452 -26%
AQR Capital Management
65
AQR Capital Management
Connecticut
$755K – – –
MCA
66
MSH Capital Advisors
Arizona
$739K -$104K -1,670 -12%
NRI
67
NFP Retirement Inc
California
$703K – – –
CWM
68
Cornerstone Wealth Management
Missouri
$672K +$3.29K +53 +0.5%
RIA
69
Retirement Investment Advisors
Oklahoma
$646K -$497 -8 -0.1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$639K +$50.4K +812 +9%
ACM
71
Armbruster Capital Management
New York
$629K – – –
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$621K -$621K -10,000 -50%
BEI
73
Benjamin Edwards Inc
Missouri
$609K – – –
Creative Planning
74
Creative Planning
Kansas
$607K +$311 +5 +0.1%
OC
75
Oppenheimer & Co
New York
$601K -$7.4K -119 -1%
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3
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