PWV icon

Invesco Large Cap Value ETF
PWV

Overview Fund Activity

167 hedge funds and large institutions have $750M invested in Invesco Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.24%
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
47
Reduced
46
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.39M
2
Bank of America
Bank of America
North Carolina
+$8.33M
3
SIM
Stratos Investment Management
Ohio
+$7.58M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.38M
5
FCM
Firestone Capital Management
Florida
+$2.33M

Top Sellers

1
MW
Maia Wealth
Colorado
-$1.24M
2
GWM
Geneos Wealth Management
Colorado
-$825K
3
Osaic Holdings
Osaic Holdings
Arizona
-$795K
4
AWA
Arkadios Wealth Advisors
Georgia
-$766K
5
AAS
Ameritas Advisory Services
Nebraska
-$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
101
Goldstein Advisors
Wisconsin
$277K – – –
Cerity Partners
102
Cerity Partners
New York
$274K +$621 +10 +0.2%
IWA
103
IVC Wealth Advisors
Pennsylvania
$267K – – –
OIA
104
OneDigital Investment Advisors
Kansas
$261K -$39.3K -633 -13%
IAA
105
Independent Advisor Alliance
North Carolina
$260K +$260K +4,192 New
ARC
106
Advisor Resource Council
Texas
$260K +$260K +4,192 New
SWM
107
SeaCrest Wealth Management
New York
$259K -$12.2K -196 -4%
FFA
108
Farther Finance Advisors
California
$257K +$20.1K +323 +8%
CB
109
Commerce Bank
Missouri
$256K – – –
BIA
110
Beacon Investment Advisors
Maryland
$253K -$1.73K -28 -0.7%
KPWS
111
Kestra Private Wealth Services
Texas
$244K -$8.95K -144 -4%
GC
112
Grimes & Company
Massachusetts
$241K – – –
AAS
113
Avantax Advisory Services
Texas
$239K +$239K +3,840 New
BCI
114
Brinker Capital Investments
Pennsylvania
$235K +$235K +3,787 New
MAG
115
MRA Advisory Group
New Jersey
$228K +$1.24K +20 +0.5%
MW
116
Maia Wealth
Colorado
$227K -$1.24M -19,984 -85%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$227K +$103K +1,663 +83%
GSIAS
118
Garden State Investment Advisory Services
New Jersey
$226K +$870 +14 +0.4%
NA
119
Nestegg Advisors
New York
$226K +$1.62K +26 +0.7%
MAC
120
Mason & Associates (California)
California
$215K – – –
AFA
121
Alpha Financial Advisors
North Carolina
$212K +$212K +3,405 New
Betterment LLC
122
Betterment LLC
New York
$209K -$23K -371 -10%
FFA
123
Florida Financial Advisors
Florida
$206K +$206K +3,318 New
TWG
124
The Wealth Group
Minnesota
$205K +$205K +3,300 New
PTC
125
Private Trust Company
Ohio
$203K +$147K +2,362 +262%
3 4
5
6 7