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Invesco Large Cap Value ETF (PWV) Institutional Ownership

Invesco Large Cap Value ETF logo
$79.98 +0.64 (+0.81%)
As of 07/24/2026 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)
72
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$35.13M
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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
7/8/2026 First Heartland Consultants Inc.7,280$552K0.0%+16.7%0.035%
7/6/2026 Stonebridge Financial Group LLC101,373$7.68M0.6%-0.7%0.492%
6/18/2026Western Wealth Management LLC17,510$1.22M0.0%-1.0%0.087%
6/3/2026Parallel Advisors LLC35,605$2.48M0.0%-0.9%0.177%
6/1/2026 Financial Solutions Advisory Group Inc.14,490$1.01M0.1%N/A0.072%
5/19/2026Western Wealth Management LLC17,510$1.22M0.0%-1.0%0.087%
5/19/2026Bank of America Corp DE821,082$57.24M0.0%+1.6%4.091%
5/19/2026Strategic Investment Advisors MI6,915$482K0.0%-5.9%0.034%
5/19/2026Arkadios Wealth Advisors387,000$26.98M0.4%+141.0%1.928%
5/18/2026Royal Bank of Canada131,766$9.19M0.0%-6.3%0.657%
5/14/2026Lido Advisors LLC11,310$788K0.0%N/A0.056%
5/13/2026Cetera Investment Advisers85,514$5.96M0.0%-1.6%0.426%
5/8/2026PNC Financial Services Group Inc.519,784$36.23M0.0%-7.7%2.590%
5/7/2026Parallel Advisors LLC35,605$2.48M0.0%-0.9%0.177%
5/6/2026Advisortrust Partners LLC1,125$78K0.0%N/A0.006%
5/5/2026 Harmony Asset Management LLC8,418$587K0.2%+2.4%0.042%
5/5/2026Geneos Wealth Management Inc.6,353$443K0.0%-8.4%0.032%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,000$209K0.0%N/A0.015%
5/1/2026Fifth Third Bancorp13,249$924K0.0%+2,457.7%0.066%
5/1/2026WealthShield Partners LLC4,753$331K0.0%-15.8%0.024%
4/30/2026Kestra Advisory Services LLC167,056$11.65M0.0%+11.6%0.838%
4/30/2026IAG Wealth Partners LLC322,918$22.51M2.5%-0.3%1.620%
4/29/2026Capstone Wealth Management Group LLC68,253$4.76M2.0%+1.2%0.342%
4/27/2026Private Advisor Group LLC94,973$6.62M0.0%+26.3%0.478%
4/22/2026 AGH Wealth Advisors LLC52,471$3.66M2.7%+2.7%0.264%
4/21/2026Wesbanco Bank Inc.3,979$277K0.0%-12.9%0.020%
4/21/2026Parker Financial LLC5,917$412K0.2%-6.5%0.030%
4/17/2026 Stonebridge Wealth Management LLC7,364$513K0.5%+4.0%0.037%
4/16/2026Capstone Wealth Management Group LLC67,414$4.48M2.8%+5.6%0.340%
3/17/2026Rockefeller Capital Management L.P.133,117$8.86M0.0%-2.7%0.688%
2/18/2026Mercer Global Advisors Inc. ADV19,602$1.30M0.0%+4.5%0.101%
2/18/2026EP Wealth Advisors LLC5,063$337K0.0%N/A0.026%
2/18/2026Strategic Investment Advisors MI7,345$489K0.0%+1,783.3%0.038%
2/18/2026SPWM Advisors LLC159,637$10.62M10.1%N/A0.825%
2/17/2026AQR Capital Management LLC7,664$510K0.0%-36.9%0.040%
2/17/2026Cetera Investment Advisers86,930$5.78M0.0%+7.8%0.449%
2/17/2026Equitable Holdings Inc.105,777$7.04M0.0%+1.0%0.547%
2/17/2026Regal Investment Advisors LLC135,666$9.02M0.5%+1.7%0.701%
2/17/2026Osaic Holdings Inc.106,791$7.11M0.0%+29.4%0.552%
2/17/2026Private Advisor Group LLC75,183$5.00M0.0%+18.3%0.389%
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2/17/2026Captrust Financial Advisors98,643$6.56M0.0%-5.9%0.510%
2/17/2026Royal Bank of Canada140,601$9.35M0.0%+0.7%0.727%
2/16/2026MML Investors Services LLC26,810$1.78M0.0%+5.8%0.139%
2/16/2026Mariner LLC9,850$655K0.0%-46.8%0.051%
2/16/2026Motiv8 Investments LLC919$61K0.0%N/A0.005%
2/13/2026Kestra Advisory Services LLC149,756$9.96M0.0%+4.2%0.774%
2/13/2026Morgan Stanley3,617,029$240.61M0.0%-0.3%18.693%
2/13/2026Arkadios Wealth Advisors160,577$10.68M0.2%+50.7%0.830%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,719$114K0.0%N/A0.009%
2/13/2026Wells Fargo & Company MN166,538$11.08M0.0%-0.7%0.861%
2/12/2026Orion Porfolio Solutions LLC4,665$310K0.0%+20.3%0.024%
2/12/2026Commonwealth Equity Services LLC515,353$34.28M0.0%+1.4%2.663%
2/12/2026Moneta Group Investment Advisors LLC14,440$961K0.0%N/A0.075%
2/11/2026Janney Montgomery Scott LLC9,667$643K0.0%-3.2%0.050%
2/11/2026Cerity Partners LLC3,959$263K0.0%-10.3%0.020%
2/11/2026LPL Financial LLC1,845,579$122.77M0.0%+20.7%9.538%
2/11/2026Wharton Business Group LLC162,735$10.83M0.4%-4.5%0.841%
2/10/2026Goldman Sachs Group Inc.9,814$653K0.0%-71.2%0.051%
2/10/2026IAG Wealth Partners LLC323,838$21.54M2.5%+2.2%1.674%
2/10/2026Florida Financial Advisors LLC3,776$251K0.1%+11.2%0.020%
2/10/2026Blueline Advisors LLC1,484$99K0.1%N/A0.008%
2/10/2026Northwestern Mutual Wealth Management Co.26,957$1.79M0.0%+8.5%0.139%
2/9/2026Horizon Family Wealth Inc.52,109$3.47M1.8%+0.4%0.269%
2/9/2026 Cary Street Partners Financial LLC31,650$2.11M0.1%N/A0.164%
2/9/2026 Prospera Financial Services Inc6,058$403K0.0%-18.1%0.031%
2/6/2026 IFP Advisors Inc913$61K0.0%+356.5%0.005%
2/6/2026Cullen Frost Bankers Inc.157,154$10.45M0.1%+2.2%0.812%
2/6/2026PNC Financial Services Group Inc.563,127$37.46M0.0%-0.2%2.910%
2/5/2026Northwestern Mutual Wealth Management Co.13,719,847$912.64M0.4%+55,132.9%70.904%
2/5/2026 Cornerstone Wealth Management LLC12,444$828K0.0%+13.1%0.064%
2/5/2026Western Wealth Management LLC17,683$1.18M0.1%+1.7%0.091%
2/5/2026Atlas Private Wealth Advisors233,148$15.51M3.6%+5.8%1.205%
2/4/2026Ameritas Advisory Services LLC15,395$1.02M0.0%-12.5%0.080%
2/4/2026 AGH Wealth Advisors LLC51,076$3.40M2.6%+1.6%0.266%
2/3/2026WealthShield Partners LLC5,643$375K0.0%-2.7%0.029%
2/3/2026Alpha Cubed Investments LLC5,167$344K0.0%+3.1%0.027%
1/29/2026Comerica Bank14,992$997K0.0%-3.6%0.078%
1/29/2026 Howard Wealth Management LLC13,060$869K0.4%-1.4%0.068%
1/29/2026Kestra Private Wealth Services LLC3,700$246K0.0%-6.2%0.019%
1/29/2026UBS Group AG484,725$32.24M0.0%-0.3%2.513%
1/29/2026Concurrent Investment Advisors LLC6,321$420K0.0%N/A0.033%
1/29/2026 NBC Securities Inc.650$43K0.0%-41.7%0.003%
1/27/2026Earned Wealth Advisors LLC5,825$387K0.0%N/A0.030%
1/27/2026Institute for Wealth Management LLC.13,742$914K0.1%-4.0%0.071%
1/26/2026 JNBA Financial Advisors18,718$1.25M0.1%-3.3%0.097%
1/23/2026 Farther Finance Advisors LLC43,570$2.90M0.0%+955.2%0.226%
1/23/2026SimpliFi Inc.9,506$632K0.3%+8.5%0.049%
1/21/2026 Nestegg Advisors Inc.3,368$224K0.2%-7.6%0.017%
1/21/2026 Flagship Harbor Advisors LLC1,291$86K0.0%N/A0.007%
1/20/2026Stratos Investment Management LLC152,581$10.15M0.4%-1.9%0.792%
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1/20/2026Philip James Wealth Mangement LLC14,789$984K0.1%-18.9%0.077%
1/20/2026 YANKCOM Partnership1,077$72K0.0%N/A0.006%
1/15/2026 Fortitude Family Office LLC468$31K0.0%N/A0.002%
1/14/2026 Spire Wealth Management30,699$2.04M0.1%-8.2%0.160%
1/12/2026 Willner & Heller LLC22,361$1.49M1.1%-1.0%0.116%
1/9/2026 First Heartland Consultants Inc.6,184$411K0.0%N/A0.032%
1/8/2026 Wealth Enhancement Advisory Services LLC6,772$459K0.0%-7.5%0.035%
1/7/2026 Stonebridge Wealth Management LLC7,078$471K0.4%N/A0.037%
1/6/2026 RDA Financial Network6,800$452K0.1%+3.0%0.035%
1/1/2026JPMorgan Chase & Co.50,852$3.32M0.0%+14.2%0.272%


PWV Institutional Ownership - Frequently Asked Questions

During the previous two years, 152 institutional investors and hedge funds held shares of Invesco Large Cap Value ETF. The most heavily invested institutionals were Morgan Stanley ($240.61M), LPL Financial LLC ($122.77M), Bank of America Corp DE ($57.24M), PNC Financial Services Group Inc. ($36.23M), Commonwealth Equity Services LLC ($34.28M), UBS Group AG ($32.24M), and Arkadios Wealth Advisors ($26.98M).Learn more on Invesco Large Cap Value ETF's institutional investors.

Of the 114 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: Northwestern Mutual Wealth Management Co. ($13.70M), LPL Financial LLC ($597.22K), Raymond James Financial Inc. ($585.76K), Commonwealth Equity Services LLC ($353.23K), Arkadios Wealth Advisors ($300.27K), Atlas Private Wealth Advisors ($232.58K), and Bank of America Corp DE ($196.73K).

Institutional investors have bought a total of 15,586,993 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Of the 57 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: Atlas Private Wealth Advisors ($236.30K), Ameriprise Financial Inc. ($50.73K), PNC Financial Services Group Inc. ($45.14K), Goldman Sachs Group Inc. ($24.32K), Maia Wealth LLC ($19.98K), Wealth Enhancement Advisory Services LLC ($17.49K), and UBS Group AG ($13.09K).

Institutional investors have sold a total of 535,859 shares in the last 24 months. This volume of shares sold represents approximately $35.13M in transactions.


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This page (NYSEARCA:PWV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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