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Invesco Large Cap Value ETF
PWV

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
53
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.99M
2
Raymond James Financial
Raymond James Financial
Florida
+$4.05M
3
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
+$4.04M
4
PAG
Private Advisor Group
New Jersey
+$2.84M
5
Bank of America
Bank of America
North Carolina
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
-$14.5M
2
Morgan Stanley
Morgan Stanley
New York
-$6.89M
3
Ameriprise
Ameriprise
Minnesota
-$3.09M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.07M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
51
Philip James Wealth Mangement
Georgia
$1.19M -$353K -5,582 -23%
CPC
52
Consolidated Planning Corp
Georgia
$1.16M +$100K +1,580 +10%
EWM
53
Evercore Wealth Management
New York
$1.16M – – –
AAS
54
Ameritas Advisory Services
Nebraska
$1.15M +$167K +2,634 +18%
WWM
55
Western Wealth Management
Colorado
$1.13M +$64.1K +1,013 +6%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.03M -$28.1K -443 -3%
Comerica Bank
57
Comerica Bank
Texas
$1.01M +$5.38K +85 +0.5%
Citigroup
58
Citigroup
New York
$1.01M +$16.3K +257 +2%
FA
59
Fiducient Advisors
Illinois
$1.01M – – –
CCM
60
Condor Capital Management
New Jersey
$964K -$9.5K -150 -1%
IFWM
61
Institute for Wealth Management
Colorado
$934K +$63 +1 +0%
PPWM
62
Paragon Private Wealth Management
Kentucky
$930K – – –
HF
63
HRT Financial
New York
$865K +$840K +13,273 New
HWM
64
Howard Wealth Management
Connecticut
$864K -$12.7K -200 -1%
Stifel Financial
65
Stifel Financial
Missouri
$833K +$19K +300 +2%
AQR Capital Management
66
AQR Capital Management
Connecticut
$792K – – –
MCA
67
MSH Capital Advisors
Arizona
$775K – – –
NRI
68
NFP Retirement Inc
California
$738K – – –
CWM
69
Cornerstone Wealth Management
Missouri
$717K +$12K +190 +2%
Creative Planning
70
Creative Planning
Kansas
$697K +$58.4K +922 +9%
RIA
71
Retirement Investment Advisors
Oklahoma
$678K – – –
ACM
72
Armbruster Capital Management
New York
$660K – – –
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$652K -$19K -300 -3%
BEI
74
Benjamin Edwards Inc
Missouri
$640K – – –
OC
75
Oppenheimer & Co
New York
$629K -$950 -15 -0.2%
1 2
3
4 5

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.