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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
EWA
126
EP Wealth Advisors
California
$196K
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$194K
US Bancorp
128
US Bancorp
Minnesota
$178K +$61.1K +1,045 +58%
KFI
129
Key Financial Inc
Pennsylvania
$173K
HR
130
Howe & Rusling
New York
$167K +$158K +2,694 New
HAP
131
Harbor Asset Planning
Massachusetts
$160K +$151K +2,577 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$149K +$936 +16 +0.7%
BlackRock
133
BlackRock
New York
$124K
GIM
134
Glenmede Investment Management
Pennsylvania
$115K +$108K +1,848 New
EB
135
Eastern Bank
Massachusetts
$106K
GRP
136
Global Retirement Partners
California
$96.4K +$90.8K +1,552 New
SPIA
137
Steward Partners Investment Advisory
New York
$95.4K
MCM
138
MAI Capital Management
Ohio
$83.1K
William Blair & Company
139
William Blair & Company
Illinois
$82.3K -$1.46K -25 -2%
EWA
140
EverSource Wealth Advisors
Alabama
$80.5K
AWM
141
AE Wealth Management
Kansas
$74.1K
OHWP
142
Oak Harbor Wealth Partners
North Carolina
$73K
BCMIO
143
Beacon Capital Management Inc (Ohio)
Ohio
$63.6K +$59.9K +1,023 New
OWP
144
ORG Wealth Partners
Texas
$47.4K -$1.35K -23 -3%
TRCT
145
Tower Research Capital (TRC)
New York
$45.8K -$20.1K -343 -32%
SC
146
SouthState Corp
Florida
$43.2K
FFA
147
Frazier Financial Advisors
Ohio
$42.5K +$234 +4 +0.6%
CIAS
148
Capital Investment Advisory Services
North Carolina
$41.6K
NS
149
NBC Securities
Alabama
$40K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$32.2K

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.