Invesco Large Cap Value ETF
162 hedge funds and large institutions have $687M invested in Invesco Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 9 closing their positions.
400% more capital inflows, than outflows
Capital inflows: $41.6M | Capital outflows: $8.32M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
20% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 41
3% more funds holding
Funds holding: 158 → 162 (+4)
1.47% more ownership
Funds ownership: 64.65% → 66.12% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$10.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$10M |
| 3 |
Morgan Stanley
New York
|
+$3.85M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.45M |
| 5 |
Equitable Holdings
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Firestone Capital Management
Coral Gables,
Florida
|
-$2.13M |
| 2 |
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$556K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$439K |
| 4 |
Kestra Advisory Services
Austin,
Texas
|
-$431K |
| 5 |
Bank of New York Mellon
New York
|
-$333K |
PWV Hedge Fund Activity: Q1 2025 in Review
162 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Large Cap Value ETF (PWV) for Q1 2025, worth a combined $687M — up 9.8% from $626M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PWV positions and 9 closed out — a net gain of 7 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.
- 162 institutional investors held Invesco Large Cap Value ETF (PWV) as of Q1 2025, up from 158 in Q4 2024.
- Funds reported $687M of Invesco Large Cap Value ETF stock for Q1 2025, up 9.8% quarter-over-quarter.
- 16 funds opened new Invesco Large Cap Value ETF positions in Q1 2025 and 9 closed out, a net change of +7 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.