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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
Morgan Stanley
1
Morgan Stanley
New York
$232M +$115K +1,961 +0.1%
LPL Financial
2
LPL Financial
California
$85.2M +$8.84M +151,169 +12%
Bank of America
3
Bank of America
North Carolina
$48.1M +$7.84M +134,052 +21%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$33.5M -$28.9K -494 -0.1%
UBS Group
5
UBS Group
Switzerland
$30.9M -$64.7K -1,105 -0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$29.8M +$1.82M +31,123 +7%
APWA
7
Atlas Private Wealth Advisors
New Jersey
$27.9M -$422K -7,220 -2%
IWP
8
IAG Wealth Partners
Wisconsin
$19.3M +$1.17M +20,025 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$16.4M +$69.6K +1,190 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.1M +$462K +7,903 +4%
Wells Fargo
11
Wells Fargo
California
$10.8M +$1.08M +18,414 +12%
WBG
12
Wharton Business Group
Pennsylvania
$10.6M -$511K -8,737 -5%
KAS
13
Kestra Advisory Services
Texas
$9.54M +$748K +12,792 +9%
CFB
14
Cullen/Frost Bankers
Texas
$9.39M +$96K +1,640 +1%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.95M -$148K -2,522 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.77M -$389K -6,641 -4%
RIA
17
Regal Investment Advisors
Michigan
$8.18M +$149K +2,555 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.89M +$557K +9,515 +8%
SIM
19
Stratos Investment Management
Ohio
$7.58M +$7.14M +122,026 New
UWPG
20
Ullmann Wealth Partners Group
Florida
$6.85M +$1.17K +20 +0%
SFGP
21
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.67M -$58.2K -995 -0.9%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$6.55M -$268K -4,582 -4%
EH
23
Equitable Holdings
New York
$6.49M -$36K -616 -0.6%
AWA
24
Arkadios Wealth Advisors
Georgia
$6.22M -$721K -12,328 -11%
GLA
25
Good Life Advisors
Pennsylvania
$5.32M +$476K +8,133 +11%

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.