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Invesco Large Cap Value ETF
PWV

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: 160 → 169 (+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: 3 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.84M
2
Bank of America
Bank of America
North Carolina
+$7.84M
3
SIM
Stratos Investment Management
Ohio
+$7.14M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.24M
5
FCM
Firestone Capital Management
Florida
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
MW
Maia Wealth
Colorado
-$1.17M
2
GWM
Geneos Wealth Management
Colorado
-$776K
3
AWA
Arkadios Wealth Advisors
Georgia
-$721K
4
AAS
Ameritas Advisory Services
Nebraska
-$593K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
101
Goldstein Advisors
Wisconsin
$277K – – –
Cerity Partners
102
Cerity Partners
New York
$274K +$585 +10 +0.2%
IWA
103
IVC Wealth Advisors
Pennsylvania
$267K – – –
OIA
104
OneDigital Investment Advisors
Kansas
$261K -$37K -633 -13%
ARC
105
Advisor Resource Council
Texas
$260K +$245K +4,192 New
IAA
106
Independent Advisor Alliance
North Carolina
$260K +$245K +4,192 New
SWM
107
SeaCrest Wealth Management
New York
$259K -$11.5K -196 -4%
FFA
108
Farther Finance Advisors
California
$257K +$18.9K +323 +8%
CB
109
Commerce Bank
Missouri
$256K – – –
BIA
110
Beacon Investment Advisors
Maryland
$253K -$1.64K -28 -0.7%
KPWS
111
Kestra Private Wealth Services
Texas
$244K -$8.43K -144 -4%
GC
112
Grimes & Company
Massachusetts
$241K – – –
AAS
113
Avantax Advisory Services
Texas
$239K +$225K +3,840 New
BCI
114
Brinker Capital Investments
Pennsylvania
$235K +$222K +3,787 New
MAG
115
MRA Advisory Group
New Jersey
$228K +$1.17K +20 +0.5%
MW
116
Maia Wealth
Colorado
$227K -$1.17M -19,984 -85%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$227K +$97.3K +1,663 +83%
GSIAS
118
Garden State Investment Advisory Services
New Jersey
$226K +$819 +14 +0.4%
NA
119
Nestegg Advisors
New York
$226K +$1.52K +26 +0.7%
MAC
120
Mason & Associates (California)
California
$215K – – –
AFA
121
Alpha Financial Advisors
North Carolina
$212K +$199K +3,405 New
Betterment LLC
122
Betterment LLC
New York
$209K -$21.7K -371 -10%
FFA
123
Florida Financial Advisors
Florida
$206K +$194K +3,318 New
TWG
124
The Wealth Group
Minnesota
$205K +$193K +3,300 New
PTC
125
Private Trust Company
Ohio
$203K +$138K +2,362 +262%
3 4
5
6 7

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.