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Invesco Large Cap Value ETF
PWV

Overview Fund Activity

167 hedge funds and large institutions have $750M invested in Invesco Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.24%
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
47
Reduced
46
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.39M
2
Bank of America
Bank of America
North Carolina
+$8.33M
3
SIM
Stratos Investment Management
Ohio
+$7.58M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.38M
5
FCM
Firestone Capital Management
Florida
+$2.33M

Top Sellers

1
MW
Maia Wealth
Colorado
-$1.24M
2
GWM
Geneos Wealth Management
Colorado
-$825K
3
Osaic Holdings
Osaic Holdings
Arizona
-$795K
4
AWA
Arkadios Wealth Advisors
Georgia
-$766K
5
AAS
Ameritas Advisory Services
Nebraska
-$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$232M +$122K +1,961 +0.1%
LPL Financial
2
LPL Financial
California
$85.2M +$9.39M +151,169 +12%
Bank of America
3
Bank of America
North Carolina
$48.1M +$8.33M +134,052 +21%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$33.5M -$30.7K -494 -0.1%
UBS Group
5
UBS Group
Switzerland
$30.9M -$68.7K -1,105 -0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$29.8M +$1.93M +31,123 +7%
APWA
7
Atlas Private Wealth Advisors
New Jersey
$27.9M -$449K -7,220 -2%
IWP
8
IAG Wealth Partners
Wisconsin
$19.3M +$1.24M +20,025 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$16.4M +$73.9K +1,190 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.1M +$491K +7,903 +4%
Wells Fargo
11
Wells Fargo
California
$10.8M +$1.14M +18,414 +12%
WBG
12
Wharton Business Group
Pennsylvania
$10.6M -$541K -8,737 -5%
KAS
13
Kestra Advisory Services
Texas
$9.54M +$795K +12,792 +9%
CFB
14
Cullen/Frost Bankers
Texas
$9.39M +$102K +1,640 +1%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.95M -$157K -2,522 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.77M -$413K -6,641 -4%
RIA
17
Regal Investment Advisors
Michigan
$8.18M +$159K +2,555 +2%
SIM
18
Stratos Investment Management
Ohio
$7.58M +$7.58M +122,026 New
UWPG
19
Ullmann Wealth Partners Group
Florida
$6.85M +$1.24K +20 +0%
SFG
20
Stonebridge Financial Group
Pennsylvania
$6.67M -$61.8K -995 -0.9%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.55M -$285K -4,582 -4%
EH
22
Equitable Holdings
New York
$6.49M -$38.3K -616 -0.6%
AWA
23
Arkadios Wealth Advisors
Georgia
$6.22M -$766K -12,328 -11%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.98M -$795K -13,778 -12%
GLA
25
Good Life Advisors
Pennsylvania
$5.32M +$505K +8,133 +11%
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