Invesco Large Cap Value ETF
PWV
160 hedge funds and large institutions have $685M invested in Invesco Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 9 closing their positions.
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
20% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 41
10% more capital invested
Capital invested by funds: $626M → $685M (+$59.8M)
1.31% more ownership
Funds ownership: 64.65% → 65.96% (+1.3%)
1% more funds holding
Funds holding: 158 → 160 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$10.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.98M |
| 3 |
Morgan Stanley
New York
|
+$3.85M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.45M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Firestone Capital Management
Coral Gables,
Florida
|
-$2.13M |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$556K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$439K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$431K |
| 5 |
Bank of New York Mellon
New York
|
-$333K |
PWV Hedge Fund Activity: Q1 2025 in Review
160 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2025, worth a combined $685M — up 9.6% 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 49 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 $685M of Invesco Large Cap Value ETF stock for Q1 2025, up 9.6% 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.