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
BFC
76
Bedel Financial Consulting
Indiana
$509K – – –
HAM
77
Harmony Asset Management
Arizona
$495K +$3.2K +54 +0.7%
SIA
78
Strategic Investment Advisors
Michigan
$484K -$46.3K -781 -9%
CA
79
Clearstead Advisors
Ohio
$483K +$830 +14 +0.2%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$479K – – –
Northern Trust
81
Northern Trust
Illinois
$460K +$459K +7,737 New
PF
82
Parker Financial
Washington
$456K -$168K -2,831 -27%
PFS
83
Prospera Financial Services
Texas
$452K -$2.73K -46 -0.6%
WFAG
84
Wescott Financial Advisory Group
Pennsylvania
$424K – – –
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$423K -$19.4K -327 -4%
Goldman Sachs
86
Goldman Sachs
New York
$404K -$145K -2,446 -26%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$398K +$396K +6,684 New
WP
88
WealthShield Partners
North Carolina
$397K -$23.4K -395 -6%
AWS
89
Atria Wealth Solutions
New York
$393K -$29.2K -493 -7%
TH
90
TCTC Holdings
Texas
$390K – – –
MA
91
MCF Advisors
Kentucky
$387K – – –
RFN
92
RDA Financial Network
Iowa
$378K – – –
RWM
93
Rockwood Wealth Management
Pennsylvania
$360K -$199K -3,354 -36%
WPC
94
Wedmont Private Capital
Pennsylvania
$339K – – –
JWCA
95
J.W. Cole Advisors
Florida
$338K +$337K +5,680 New
GT
96
Greenleaf Trust
Michigan
$321K – – –
FP
97
Financial Perspectives
Minnesota
$321K +$119 +2 +0%
TWD
98
True Wealth Design
Ohio
$310K – – –
SVWAG
99
Sound View Wealth Advisors Group
Georgia
$294K – – –
OIA
100
OneDigital Investment Advisors
Kansas
$288K +$287K +4,840 New
2 3
4
5 6

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.