We are live on ! Find out more
PWV icon

Invesco Large Cap Value ETF

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: 160169 (+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: 31 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
SimpliFi Inc
California
$559K +$3.75K +64 +0.7%
BFC
77
Bedel Financial Consulting
Indiana
$549K
HAM
78
Harmony Asset Management
Arizona
$518K +$1.11K +19 +0.2%
CA
79
Clearstead Advisors
Ohio
$505K +$819 +14 +0.2%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$500K
SIA
81
Strategic Investment Advisors
Michigan
$496K -$8.48K -145 -2%
PFS
82
Prospera Financial Services
Texas
$471K -$1.05K -18 -0.2%
WFAG
83
Wescott Financial Advisory Group
Pennsylvania
$442K
GWM
84
Geneos Wealth Management
Colorado
$431K -$776K -13,269 -66%
PF
85
Parker Financial
Washington
$415K -$58K -991 -13%
TH
86
TCTC Holdings
Texas
$407K
MA
87
MCF Advisors
Kentucky
$404K
RFN
88
RDA Financial Network
Iowa
$395K
WPC
89
Wedmont Private Capital
Pennsylvania
$386K
RWM
90
Rockwood Wealth Management
Pennsylvania
$376K
WP
91
WealthShield Partners
North Carolina
$370K -$42.1K -720 -11%
FP
92
Financial Perspectives
Minnesota
$336K +$1.17K +20 +0.4%
GT
93
Greenleaf Trust
Michigan
$335K
ACI
94
Alpha Cubed Investments
California
$334K +$49K +838 +18%
JWCA
95
J.W. Cole Advisors
Florida
$332K -$19.9K -340 -6%
TWD
96
True Wealth Design
Ohio
$324K
SVWAG
97
Sound View Wealth Advisors Group
Georgia
$307K
S4W
98
Solutions 4 Wealth
Texas
$296K +$7.43K +127 +3%
SF
99
Summit Financial
New Jersey
$287K +$270K +4,619 New
WB
100
WesBanco Bank
West Virginia
$284K

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.