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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
TLA
151
Tanglewood Legacy Advisors
Texas
$32.1K
SAM
152
Smartleaf Asset Management
Massachusetts
$31.8K
AAP
153
Arax Advisory Partners
Colorado
$28K +$26.3K +450 New
BA
154
Bellwether Advisors
Nebraska
$26.7K +$176 +3 +0.7%
AssetMark Inc
155
AssetMark Inc
California
$25.7K
RI
156
Ridgewood Investments
New Jersey
$21.7K
NIA
157
NBZ Investment Advisors
Tennessee
$20.8K
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$19.9K
Franklin Resources
159
Franklin Resources
California
$18.6K
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$18.1K
NA
161
NewEdge Advisors
Louisiana
$15.3K -$17.9K -306 -55%
PMFA
162
Plante Moran Financial Advisors
Michigan
$14.2K
IA
163
IFP Advisors
Florida
$12.4K
TAM
164
Tucker Asset Management
Colorado
$11.2K
SIS
165
Sound Income Strategies
Florida
$7.46K
ME
166
McIlrath & Eck
Washington
$6.21K
Q1WB
167
Quest 10 Wealth Builders
Virginia
$3.6K
HI
168
Harbour Investments
Wisconsin
$2.73K
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$2.49K
HNB
170
Huntington National Bank
Ohio
$37
Northern Trust
171
Northern Trust
Illinois
-$460K -7,737 Closed
Goldman Sachs
172
Goldman Sachs
New York
-$404K -6,797 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
-$398K -6,684 Closed
AWS
174
Atria Wealth Solutions
New York
-$393K -6,611 Closed
HDIM
175
Hanson & Doremus Investment Management
Vermont
-$19K -326 Closed

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.