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Invesco Large Cap Value ETF (PWV) Institutional Ownership

Invesco Large Cap Value ETF logo
$61.86 +0.07 (+0.11%)
Closing price 07/18/2025 04:10 PM Eastern
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$61.86 0.00 (0.00%)
As of 07/18/2025 04:10 PM 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)
65
Total
Institutional Inflows
(last 12 months)
$109.67M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$35.34M
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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
7/18/2025Philip James Wealth Mangement LLC23,827$1.48M0.2%+0.7%0.132%
7/18/2025Institute for Wealth Management LLC.14,314$889K0.1%-2.0%0.079%
7/17/2025 Janney Montgomery Scott LLC10,291$639K0.0%+8.6%0.057%
7/11/2025 Farther Finance Advisors LLC4,129$257K0.0%+8.5%0.023%
7/11/2025 SeaCrest Wealth Management LLC4,168$259K0.0%-4.5%0.023%
7/10/2025 Wealth Enhancement Advisory Services LLC24,258$1.53M0.0%+241.2%0.135%
6/27/2025Goldman Sachs Group Inc.6,797$404K0.0%-26.5%0.038%
5/16/2025Goldman Sachs Group Inc.6,797$404K0.0%-26.5%0.039%
5/16/2025AQR Capital Management LLC12,148$723K0.0%N/A0.069%
5/15/2025EP Wealth Advisors LLC3,155$188K0.0%N/A0.018%
5/15/2025Royal Bank of Canada147,835$8.80M0.0%-0.3%0.845%
5/15/2025Betterment LLC3,740$223K0.0%-19.7%0.021%
5/15/2025Baird Financial Group Inc.36,926$2.20M0.0%-0.9%0.211%
5/14/2025Northwestern Mutual Wealth Management Co.22,537$1.34M0.0%-14.3%0.129%
5/14/2025Kestra Advisory Services LLC140,663$8.37M0.0%-4.9%0.804%
5/13/2025Raymond James Financial Inc.262,270$15.61M0.0%+1.5%1.500%
5/13/2025NFP Retirement Inc.11,315$673K0.1%-5.6%0.065%
5/13/2025MSH Capital Advisors LLC13,557$807K0.2%-24.9%0.078%
5/13/2025HighTower Advisors LLC16,291$969K0.0%-4.1%0.093%
5/12/2025Maia Wealth LLC23,644$1.30M0.3%+0.9%0.135%
5/12/2025SouthState Corp695$41K0.0%N/A0.004%
5/12/2025Condor Capital Management14,937$889K0.1%-16.0%0.085%
5/9/2025Wharton Business Group LLC179,107$10.66M0.5%+1.3%1.024%
5/9/2025WealthShield Partners LLC6,673$397K0.1%-5.6%0.038%
5/9/2025Atria Wealth Solutions Inc.6,611$393K0.0%-6.9%0.038%
5/9/2025Horizon Family Wealth Inc.51,299$3.05M2.0%+0.7%0.293%
5/9/2025Commonwealth Equity Services LLC448,817$26.71M0.0%+3.3%2.566%
5/9/2025PNC Financial Services Group Inc.539,264$32.09M0.0%-0.8%3.083%
5/8/2025Arkadios Wealth Advisors112,502$6.70M0.3%-4.4%0.643%
5/7/2025LPL Financial LLC1,220,382$72.63M0.0%+16.0%6.978%
5/6/2025Cetera Investment Advisers36,944$2.20M0.0%+0.5%0.211%
5/6/2025AE Wealth Management LLC1,192$71K0.0%+8,414.3%0.007%
5/5/2025Willner & Heller LLC23,972$1.43M1.3%-4.2%0.137%
5/5/2025Private Advisor Group LLC18,218$1.08M0.0%+1.2%0.104%
5/2/2025Cullen Frost Bankers Inc.149,542$8.90M0.1%+2.7%0.854%
4/30/2025Cerity Partners LLC4,397$262K0.0%-4.7%0.025%
4/29/2025Envestnet Asset Management Inc.186,248$11.08M0.0%+0.7%1.064%
4/29/2025OneDigital Investment Advisors LLC4,840$288K0.0%N/A0.028%
4/28/2025Private Trust Co. NA901$54K0.0%+69.4%0.005%
4/25/2025JNBA Financial Advisors21,265$1.27M0.1%-16.2%0.121%
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4/25/2025Ameritas Advisory Services LLC25,091$1.44M0.1%+0.9%0.143%
4/25/2025Stonebridge Financial Group LLC108,391$6.45M0.7%-0.7%0.619%
4/25/2025Parker Financial LLC7,669$456K0.2%-27.0%0.044%
4/24/2025Philip James Wealth Mangement LLC23,662$1.41M0.2%-4.8%0.135%
4/23/2025Strategic Investment Advisors MI8,130$484K0.1%-8.8%0.046%
4/23/2025Oppenheimer & Co. Inc.9,784$582K0.0%-2.2%0.056%
4/22/2025Consolidated Planning Corp16,368$974K0.1%-9.2%0.093%
4/22/2025Cambridge 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%
4/17/2025Mason & Associates Inc3,460$206K0.1%N/A0.020%
4/17/2025 Janney Montgomery Scott LLC9,479$564K0.0%-8.7%0.054%
4/17/2025Good Life Advisors LLC77,440$4.61M0.3%+19.7%0.442%
4/17/2025Atlas Private Wealth Advisors456,583$27.17M3.8%+64.7%2.608%
4/16/2025IAG 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%
4/11/2025AGH 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%
3/21/2025Nestegg Advisors Inc.3,579$214K0.2%N/A0.021%
2/17/2025Focus Partners Wealth8,047$458K0.0%+56.4%0.050%
2/17/2025Cetera Investment Advisers36,769$2.09M0.0%+0.6%0.228%
2/17/2025Captrust Financial Advisors110,514$6.29M0.0%-2.8%0.684%
2/17/2025Baird Financial Group Inc.37,262$2.12M0.0%+1.1%0.231%
2/17/2025Bank of America Corp DE628,382$35.74M0.0%+1.4%3.889%
2/14/2025Mercer Global Advisors Inc. ADV18,850$1.07M0.0%-3.6%0.117%
2/14/2025Comerica Bank16,537$941K0.0%+2.0%0.102%
2/14/2025Stifel Financial Corp20,717$1.18M0.0%-0.9%0.128%
2/14/2025Tower Research Capital LLC TRC3,505$199K0.0%+62.0%0.022%
2/14/2025MML Investors Services LLC20,316$1.16M0.0%-1.3%0.126%
2/13/2025MSH Capital Advisors LLC18,057$1.03M0.3%N/A0.112%
2/13/2025Main Street Financial Solutions LLC39,422$2.24M0.2%-0.5%0.244%
2/13/2025Regal Investment Advisors LLC122,613$6.97M0.5%+9.8%0.759%
2/13/2025Rockefeller Capital Management L.P.146,995$8.36M0.0%-0.3%0.910%
2/13/2025Raymond James Financial Inc.258,292$14.69M0.0%N/A1.598%
2/13/2025Bank of Montreal Can3,409$194K0.0%-14.8%0.021%
2/13/2025Envestnet Asset Management Inc.184,958$10.52M0.0%+9.8%1.145%
2/13/2025Wells Fargo & Company MN147,386$8.38M0.0%-4.3%0.912%
2/12/2025Retirement Investment Advisors Inc.10,502$597K0.1%-16.6%0.065%
2/12/2025JPMorgan Chase & Co.24,686$1.40M0.0%+183.9%0.153%
2/11/2025LPL Financial LLC1,052,031$59.84M0.0%-6.8%6.510%
2/10/2025Commonwealth Equity Services LLC434,432$24.71M0.0%+3.1%2.688%
2/10/2025IAG Wealth Partners LLC283,338$16.12M2.8%-6.4%1.753%
2/10/2025 Farther Finance Advisors LLC3,806$216K0.0%N/A0.024%
2/7/2025HighTower Advisors LLC16,980$966K0.0%-15.8%0.105%
2/7/2025Independent Advisor Alliance4,835$275K0.0%N/A0.030%
2/7/2025PNC Financial Services Group Inc.543,778$30.93M0.0%+1.5%3.365%
2/6/2025PFG Private Wealth Management LLC782$44K0.0%-99.6%0.005%
2/6/2025Raymond James Financial Inc.258,292$14.69M0.0%N/A1.598%
2/6/2025Cullen Frost Bankers Inc.145,594$8.28M0.1%-0.3%0.901%
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2/5/2025Maia Wealth LLC23,422$1.40M0.3%+60.2%0.145%
2/5/2025Private Trust Co. NA532$30K0.0%N/A0.003%
2/4/2025Bank of New York Mellon Corp5,859$333K0.0%N/A0.036%
2/4/2025Wharton Business Group LLC176,772$10.05M0.5%-1.4%1.094%
2/3/2025Private Advisor Group LLC18,008$1.02M0.0%-1.2%0.111%
2/3/2025Parker Financial LLC10,500$597K0.3%-22.2%0.065%
2/3/2025Good Life Advisors LLC64,676$3.68M0.3%-47.4%0.400%
1/31/2025Atria Wealth Solutions Inc.7,104$404K0.0%-46.6%0.044%
1/31/2025Philip James Wealth Mangement LLC24,844$1.41M0.2%-3.9%0.154%
1/30/2025JNBA Financial Advisors25,378$1.44M0.1%-3.6%0.157%
(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 Invesco Large Cap Value ETF's institutional investors.

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

Of the 92 institutional investors that purchased Invesco Large Cap Value ETF's 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. ($125.67K), 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 1,919,382 shares in the last 24 months. This purchase volume represents approximately $109.67M in transactions.

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

Of the 54 institutional investors that sold Invesco Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PFG Private Wealth Management LLC ($182.31K), Atlas Private Wealth Advisors ($89.30K), LPL Financial LLC ($76.76K), Good Life Advisors LLC ($58.27K), Mill Creek Capital Advisors LLC ($37.28K), Arkadios Wealth Advisors ($30.86K), and IAG Wealth Partners LLC ($19.26K).

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

Institutional investors have sold a total of 614,395 shares in the last 24 months. This volume of shares sold represents approximately $35.34M in transactions.


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This page (NYSEARCA:PWV) was last updated on 7/19/2025 by MarketBeat.com Staff
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