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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
S4W
101
Solutions 4 Wealth
Texas
$275K +$9.9K +167 +4%
WB
102
WesBanco Bank
West Virginia
$272K – – –
ACI
103
Alpha Cubed Investments
California
$270K +$59 +1 +0%
GA
104
Goldstein Advisors
Wisconsin
$265K +$2.73K +46 +1%
Cerity Partners
105
Cerity Partners
New York
$262K -$12.7K -215 -5%
SWM
106
SeaCrest Wealth Management
New York
$260K +$237 +4 +0.1%
IWA
107
IVC Wealth Advisors
Pennsylvania
$255K – – –
BIA
108
Beacon Investment Advisors
Maryland
$245K +$244K +4,123 New
CB
109
Commerce Bank
Missouri
$245K – – –
KPWS
110
Kestra Private Wealth Services
Texas
$242K -$4.09K -69 -2%
GC
111
Grimes & Company
Massachusetts
$230K -$2.43K -41 -1%
FFA
112
Farther Finance Advisors
California
$226K – – –
Betterment LLC
113
Betterment LLC
New York
$223K -$54.5K -920 -20%
MAG
114
MRA Advisory Group
New Jersey
$218K – – –
GSIAS
115
Garden State Investment Advisory Services
New Jersey
$215K +$593 +10 +0.3%
NA
116
Nestegg Advisors
New York
$214K +$1.48K +25 +0.7%
MAC
117
Mason & Associates (California)
California
$206K +$205K +3,460 New
EWA
118
EP Wealth Advisors
California
$188K +$187K +3,155 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$186K -$17K -286 -8%
KFI
120
Key Financial Inc
Pennsylvania
$166K – – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$142K +$1.01K +17 +0.7%
BlackRock
122
BlackRock
New York
$119K – – –
Jones Financial Companies
123
Jones Financial Companies
Missouri
$118K +$73.8K +1,245 +162%
GT
124
Glenmede Trust
Pennsylvania
$114K +$3.56K +60 +3%
US Bancorp
125
US Bancorp
Minnesota
$108K – – –
3 4
5
6 7

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.