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Invesco Large Cap Value ETF (PWV) Institutional Ownership

Invesco Large Cap Value ETF logo
$58.94 -0.25 (-0.42%)
As of 11:24 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Large Cap Value ETF (NYSEARCA:PWV)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$135.38M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$35.20M
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PWV Institutional Buying and Selling by Quarter

Invesco Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Goldman Sachs Group Inc.6,797$404K0.0%-26.5%0.039%
5/16/2025 AQR Capital Management LLC12,148$723K0.0%N/A0.069%
5/15/2025 EP Wealth Advisors LLC3,155$188K0.0%N/A0.018%
5/15/2025 Royal Bank of Canada147,835$8.80M0.0%-0.3%0.845%
5/15/2025 Betterment LLC3,740$223K0.0%-19.7%0.021%
5/15/2025 Baird Financial Group Inc.36,926$2.20M0.0%-0.9%0.211%
5/14/2025 Northwestern Mutual Wealth Management Co.22,537$1.34M0.0%-14.3%0.129%
5/14/2025 Kestra Advisory Services LLC140,663$8.37M0.0%-4.9%0.804%
5/13/2025 Raymond James Financial Inc.262,270$15.61M0.0%+1.5%1.500%
5/13/2025 NFP Retirement Inc.11,315$673K0.1%-5.6%0.065%
5/13/2025 MSH Capital Advisors LLC13,557$807K0.2%-24.9%0.078%
5/13/2025 HighTower Advisors LLC16,291$969K0.0%-4.1%0.093%
5/12/2025 Maia Wealth LLC23,644$1.30M0.3%+0.9%0.135%
5/12/2025 SouthState Corp695$41K0.0%N/A0.004%
5/12/2025 Condor Capital Management14,937$889K0.1%-16.0%0.085%
5/9/2025 Wharton Business Group LLC179,107$10.66M0.5%+1.3%1.024%
5/9/2025 WealthShield Partners LLC6,673$397K0.1%-5.6%0.038%
5/9/2025 Atria Wealth Solutions Inc.6,611$393K0.0%-6.9%0.038%
5/9/2025 Horizon Family Wealth Inc.51,299$3.05M2.0%+0.7%0.293%
5/9/2025 Commonwealth Equity Services LLC448,817$26.71M0.0%+3.3%2.566%
5/9/2025 PNC Financial Services Group Inc.539,264$32.09M0.0%-0.8%3.083%
5/8/2025 Arkadios Wealth Advisors112,502$6.70M0.3%-4.4%0.643%
5/7/2025 LPL Financial LLC1,220,382$72.63M0.0%+16.0%6.978%
5/6/2025 Cetera Investment Advisers36,944$2.20M0.0%+0.5%0.211%
5/6/2025 AE Wealth Management LLC1,192$71K0.0%+8,414.3%0.007%
5/5/2025 Willner & Heller LLC23,972$1.43M1.3%-4.2%0.137%
5/5/2025 Private Advisor Group LLC18,218$1.08M0.0%+1.2%0.104%
5/2/2025 Cullen Frost Bankers Inc.149,542$8.90M0.1%+2.7%0.854%
4/30/2025 Cerity Partners LLC4,397$262K0.0%-4.7%0.025%
4/29/2025 Envestnet Asset Management Inc.186,248$11.08M0.0%+0.7%1.064%
4/29/2025 OneDigital Investment Advisors LLC4,840$288K0.0%N/A0.028%
4/28/2025 Private Trust Co. NA901$54K0.0%+69.4%0.005%
4/25/2025 JNBA Financial Advisors21,265$1.27M0.1%-16.2%0.121%
4/25/2025 Ameritas Advisory Services LLC25,091$1.44M0.1%+0.9%0.143%
4/25/2025 Stonebridge Financial Group LLC108,391$6.45M0.7%-0.7%0.619%
4/25/2025 Parker Financial LLC7,669$456K0.2%-27.0%0.044%
4/24/2025 Philip James Wealth Mangement LLC23,662$1.41M0.2%-4.8%0.135%
4/23/2025 Strategic Investment Advisors MI8,130$484K0.1%-8.8%0.046%
4/23/2025 Oppenheimer & Co. Inc.9,784$582K0.0%-2.2%0.056%
4/22/2025 Consolidated Planning Corp16,368$974K0.1%-9.2%0.093%
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4/22/2025 Cambridge Investment Research Advisors Inc.58,178$3.46M0.0%-11.3%0.332%
4/21/2025 ORG Wealth Partners LLC781$46K0.0%N/A0.004%
4/17/2025 Mason & Associates Inc3,460$206K0.1%N/A0.020%
4/17/2025 Janney Montgomery Scott LLC9,479$564K0.0%-8.7%0.054%
4/17/2025 Good Life Advisors LLC77,440$4.61M0.3%+19.7%0.442%
4/17/2025 Atlas Private Wealth Advisors456,583$27.17M3.8%+64.7%2.608%
4/16/2025 IAG Wealth Partners LLC290,032$17.26M2.7%+2.4%1.656%
4/16/2025 Wealth Enhancement Advisory Services LLC7,110$423K0.0%-4.4%0.041%
4/14/2025 Rockwood Wealth Management LLC6,049$360K0.0%-35.7%0.035%
4/11/2025 AGH Wealth Advisors LLC45,937$2.74M2.6%+1.6%0.263%
4/11/2025 Ullmann Wealth Partners Group LLC110,247$6.56M0.9%-7.8%0.632%
4/9/2025 NBC Securities Inc.650$38K0.0%N/A0.004%
3/21/2025 Nestegg Advisors Inc.3,579$214K0.2%N/A0.021%
2/17/2025 Focus Partners Wealth8,047$458K0.0%+56.4%0.050%
2/17/2025 Cetera Investment Advisers36,769$2.09M0.0%+0.6%0.228%
2/17/2025 Captrust Financial Advisors110,514$6.29M0.0%-2.8%0.684%
2/17/2025 Baird Financial Group Inc.37,262$2.12M0.0%+1.1%0.231%
2/17/2025 Bank of America Corp DE628,382$35.74M0.0%+1.4%3.889%
2/14/2025 Mercer Global Advisors Inc. ADV18,850$1.07M0.0%-3.6%0.117%
2/14/2025 Comerica Bank16,537$941K0.0%+2.0%0.102%
2/14/2025 Stifel Financial Corp20,717$1.18M0.0%-0.9%0.128%
2/14/2025 Tower Research Capital LLC TRC3,505$199K0.0%+62.0%0.022%
2/14/2025 MML Investors Services LLC20,316$1.16M0.0%-1.3%0.126%
2/13/2025 MSH Capital Advisors LLC18,057$1.03M0.3%N/A0.112%
2/13/2025 Main Street Financial Solutions LLC39,422$2.24M0.2%-0.5%0.244%
2/13/2025 Regal Investment Advisors LLC122,613$6.97M0.5%+9.8%0.759%
2/13/2025 Rockefeller Capital Management L.P.146,995$8.36M0.0%-0.3%0.910%
2/13/2025 Raymond James Financial Inc.258,292$14.69M0.0%N/A1.598%
2/13/2025 Bank of Montreal Can3,409$194K0.0%-14.8%0.021%
2/13/2025 Envestnet Asset Management Inc.184,958$10.52M0.0%+9.8%1.145%
2/13/2025 Wells Fargo & Company MN147,386$8.38M0.0%-4.3%0.912%
2/12/2025 Retirement Investment Advisors Inc.10,502$597K0.1%-16.6%0.065%
2/12/2025 JPMorgan Chase & Co.24,686$1.40M0.0%+183.9%0.153%
2/11/2025 LPL Financial LLC1,052,031$59.84M0.0%-6.8%6.510%
2/10/2025 Commonwealth Equity Services LLC434,432$24.71M0.0%+3.1%2.688%
2/10/2025 IAG Wealth Partners LLC283,338$16.12M2.8%-6.4%1.753%
2/10/2025 Farther Finance Advisors LLC3,806$216K0.0%N/A0.024%
2/7/2025 HighTower Advisors LLC16,980$966K0.0%-15.8%0.105%
2/7/2025 Independent Advisor Alliance4,835$275K0.0%N/A0.030%
2/7/2025 PNC Financial Services Group Inc.543,778$30.93M0.0%+1.5%3.365%
2/6/2025 PFG Private Wealth Management LLC782$44K0.0%-99.6%0.005%
2/6/2025 Raymond James Financial Inc.258,292$14.69M0.0%N/A1.598%
2/6/2025 Cullen Frost Bankers Inc.145,594$8.28M0.1%-0.3%0.901%
2/5/2025 Maia Wealth LLC23,422$1.40M0.3%+60.2%0.145%
2/5/2025 Private Trust Co. NA532$30K0.0%N/A0.003%
2/4/2025 Bank of New York Mellon Corp5,859$333K0.0%N/A0.036%
2/4/2025 Wharton Business Group LLC176,772$10.05M0.5%-1.4%1.094%
2/3/2025 Private Advisor Group LLC18,008$1.02M0.0%-1.2%0.111%
2/3/2025 Parker Financial LLC10,500$597K0.3%-22.2%0.065%
2/3/2025 Good Life Advisors LLC64,676$3.68M0.3%-47.4%0.400%
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1/31/2025 Atria Wealth Solutions Inc.7,104$404K0.0%-46.6%0.044%
1/31/2025 Philip James Wealth Mangement LLC24,844$1.41M0.2%-3.9%0.154%
1/30/2025 JNBA Financial Advisors25,378$1.44M0.1%-3.6%0.157%
1/29/2025 Stonebridge Financial Group LLC109,170$6.21M0.7%N/A0.676%
1/24/2025 Spire Wealth Management33,106$1.88M0.1%+0.9%0.205%
1/21/2025 Atlas Private Wealth Advisors277,302$15.77M2.2%+17.1%1.716%
1/17/2025 Janney Montgomery Scott LLC10,377$590K0.0%+13.5%0.064%
1/15/2025 Ameritas Advisory Services LLC24,858$1.41M0.0%-3.3%0.154%
1/15/2025 Arkadios Wealth Advisors117,683$6.69M0.4%-3.2%0.728%
1/15/2025 Ullmann Wealth Partners Group LLC119,623$6.80M0.9%-3.5%0.740%
(Data available from 1/1/2016 forward)

PWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWV shares?

During the previous two years, 125 institutional investors and hedge funds held shares of Invesco Large Cap Value ETF. The most heavily invested institutionals were LPL Financial LLC ($72.63M), Bank of America Corp DE ($35.74M), PNC Financial Services Group Inc. ($32.09M), Atlas Private Wealth Advisors ($27.17M), Commonwealth Equity Services LLC ($26.71M), UBS Group AG ($26.56M), and IAG Wealth Partners LLC ($17.26M).Learn more on PWV's institutional investors.

Which institutional investors have been buying Invesco Large Cap Value ETF stock?

Of the 91 institutional investors that purchased Invesco Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Private Wealth Advisors ($796.11K), Raymond James Financial Inc. ($520.56K), Commonwealth Equity Services LLC ($321.54K), IAG Wealth Partners LLC ($309.30K), LPL Financial LLC ($281.02K), Maltin Wealth Management Inc. ($251.34K), and Stonebridge Financial Group LLC ($109.17K).

How much institutional buying is happening at Invesco Large Cap Value ETF?

Institutional investors have bought a total of 3,527,578 shares in the last 24 months. This purchase volume represents approximately $189.87M in transactions.

Which Invesco Large Cap Value ETF major shareholders have been selling company stock?

Of the 69 institutional investors that sold Invesco Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atlas Private Wealth Advisors ($465.64K), LPL Financial LLC ($195.84K), SimpliFi Inc. ($192.99K), PFG Private Wealth Management LLC ($182.31K), PNC Financial Services Group Inc. ($110.34K), Good Life Advisors LLC ($58.27K), and MRA Advisory Group ($56.69K).

How much institutional selling is happening at Invesco Large Cap Value ETF?

Institutional investors have sold a total of 1,603,520 shares in the last 24 months. This volume of shares sold represents approximately $83.69M in transactions.


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This page (NYSEARCA:PWV) was last updated on 5/23/2025 by MarketBeat.com Staff
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