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Invesco Large Cap Value ETF (PWV) Institutional Ownership

Invesco Large Cap Value ETF logo
$62.25 +0.40 (+0.65%)
Closing price 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)
66
Total
Institutional Inflows
(last 12 months)
$96.52M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$37.25M
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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
8/8/2025Firestone Capital Management37,513$2.33M0.5%N/A0.207%
8/8/2025Rockefeller Capital Management L.P.144,025$8.95M0.0%-1.7%0.793%
8/8/2025Horizon Family Wealth Inc.51,664$3.21M2.0%+0.7%0.284%
8/8/2025Cetera Investment Advisers75,311$4.68M0.0%+103.9%0.415%
8/8/2025WealthShield Partners LLC5,953$370K0.0%-10.8%0.033%
8/8/2025Good Life Advisors LLC85,573$5.32M0.3%+10.5%0.471%
8/8/2025PNC Financial Services Group Inc.538,770$33.48M0.0%-0.1%2.967%
8/7/2025 Alpha Cubed Investments LLC5,371$334K0.0%+18.5%0.030%
8/7/2025 Alpha Financial Advisors LLC3,405$212K0.1%N/A0.019%
8/5/2025 Atlas Private Wealth Advisors449,363$27.93M3.6%-1.6%2.474%
8/4/2025 Arkadios Wealth Advisors100,174$6.23M0.2%-11.0%0.552%
8/1/2025 Envestnet Asset Management Inc.194,151$12.07M0.0%+4.2%1.069%
7/30/2025 Cullen Frost Bankers Inc.151,182$9.39M0.1%+1.1%0.833%
7/29/2025 Private Trust Co. NA3,263$203K0.0%+262.2%0.018%
7/29/2025 Stratos Investment Management LLC122,026$7.58M0.3%N/A0.672%
7/29/2025 Harbor Asset Planning Inc.2,577$160K0.2%N/A0.014%
7/25/2025 Parker Financial LLC6,678$415K0.2%-12.9%0.037%
7/24/2025 JNBA Financial Advisors20,777$1.29M0.1%-2.3%0.114%
7/24/2025 Stonebridge Financial Group LLC107,396$6.67M0.6%-0.9%0.591%
7/24/2025 MSH Capital Advisors LLC11,887$739K0.2%-12.3%0.065%
7/22/2025 Willner & Heller LLC22,482$1.40M1.2%-6.2%0.124%
7/21/2025 Ameritas Advisory Services LLC14,963$930K0.0%-40.4%0.083%
7/18/2025 Philip James Wealth Mangement LLC23,827$1.48M0.2%+0.7%0.132%
7/18/2025 Institute 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%
5/13/2025 MSH Capital Advisors LLC13,557$807K0.2%-24.9%0.078%
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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%
5/12/2025 SouthState 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%
5/9/2025 Atria 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%
5/9/2025 Commonwealth 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%
5/8/2025 Arkadios 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%
5/6/2025 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%
5/5/2025Private 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%
4/30/2025Cerity 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%
4/23/2025Strategic 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%
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%
4/17/2025Good 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%
4/16/2025IAG 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%
4/11/2025 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%
2/17/2025Focus 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
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%
2/13/2025 MSH 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%
2/13/2025 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%
2/13/2025Wells Fargo & Company MN147,386$8.38M0.0%-4.3%0.912%
(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, 127 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. ($33.48M), Atlas Private Wealth Advisors ($27.93M), 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 94 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: Raymond James Financial Inc. ($520.56K), Atlas Private Wealth Advisors ($368.81K), Commonwealth Equity Services LLC ($321.54K), IAG Wealth Partners LLC ($309.30K), LPL Financial LLC ($281.02K), Stratos Investment Management LLC ($122.03K), 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 1,651,546 shares in the last 24 months. This purchase volume represents approximately $96.52M in transactions.

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

Of the 52 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 ($96.52K), LPL Financial LLC ($76.76K), Good Life Advisors LLC ($58.27K), Arkadios Wealth Advisors ($43.19K), Mill Creek Capital Advisors LLC ($37.28K), 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 644,071 shares in the last 24 months. This volume of shares sold represents approximately $37.25M in transactions.


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This page (NYSEARCA:PWV) was last updated on 8/8/2025 by MarketBeat.com Staff
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