Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free PWV Stock Alerts

Invesco Large Cap Value ETF (PWV) Institutional Ownership

Invesco Large Cap Value ETF logo
$81.65 +0.22 (+0.27%)
As of 12:01 PM Eastern
Compare

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)
$1.02B
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$32.40M
Get PWV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Large Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PWV Institutional Buying and Selling by Quarter

Invesco Large Cap Value ETF Major Shareholders & Ownership History

Export
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%
6/3/2026 Parallel 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%
5/19/2026 Arkadios Wealth Advisors387,000$26.98M0.4%+141.0%1.928%
5/18/2026Royal Bank of Canada131,766$9.19M0.0%-6.3%0.657%
5/14/2026 Lido Advisors LLC11,310$788K0.0%N/A0.056%
5/13/2026 Cetera Investment Advisers85,514$5.96M0.0%-1.6%0.426%
5/8/2026 PNC Financial Services Group Inc.519,784$36.23M0.0%-7.7%2.590%
5/7/2026 Parallel Advisors LLC35,605$2.48M0.0%-0.9%0.177%
5/6/2026 Advisortrust Partners LLC1,125$78K0.0%N/A0.006%
5/5/2026 Harmony Asset Management LLC8,418$587K0.2%+2.4%0.042%
5/5/2026 Geneos 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%
5/1/2026 Fifth Third Bancorp13,249$924K0.0%+2,457.7%0.066%
5/1/2026 WealthShield Partners LLC4,753$331K0.0%-15.8%0.024%
4/30/2026 Kestra Advisory Services LLC167,056$11.65M0.0%+11.6%0.838%
4/30/2026 IAG Wealth Partners LLC322,918$22.51M2.5%-0.3%1.620%
4/29/2026 Capstone Wealth Management Group LLC68,253$4.76M2.0%+1.2%0.342%
4/27/2026 Private 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%
4/21/2026 Wesbanco Bank Inc.3,979$277K0.0%-12.9%0.020%
4/21/2026 Parker Financial LLC5,917$412K0.2%-6.5%0.030%
4/17/2026 Stonebridge Wealth Management LLC7,364$513K0.5%+4.0%0.037%
4/16/2026 Capstone 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%
2/18/2026 Mercer Global Advisors Inc. ADV19,602$1.30M0.0%+4.5%0.101%
2/18/2026 EP Wealth Advisors LLC5,063$337K0.0%N/A0.026%
2/18/2026Strategic Investment Advisors MI7,345$489K0.0%+1,783.3%0.038%
2/18/2026 SPWM Advisors LLC159,637$10.62M10.1%N/A0.825%
2/17/2026AQR Capital Management LLC7,664$510K0.0%-36.9%0.040%
2/17/2026 Cetera 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%
2/17/2026 Private Advisor Group LLC75,183$5.00M0.0%+18.3%0.389%
After KDA, PRE, and OCEAN—this is the one (Ad)

17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of. But the world's largest bank is already building on it. It has a deflationary burn mechanism tied directly to institutional usage.tc pixel

Click to see my #1 pick.
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%
2/16/2026 MML 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%
2/13/2026 Kestra Advisory Services LLC149,756$9.96M0.0%+4.2%0.774%
2/13/2026Morgan Stanley3,617,029$240.61M0.0%-0.3%18.693%
2/13/2026 Arkadios 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%
2/12/2026 Commonwealth Equity Services LLC515,353$34.28M0.0%+1.4%2.663%
2/12/2026Moneta Group Investment Advisors LLC14,440$961K0.0%N/A0.075%
2/11/2026 Janney Montgomery Scott LLC9,667$643K0.0%-3.2%0.050%
2/11/2026Cerity Partners LLC3,959$263K0.0%-10.3%0.020%
2/11/2026 LPL Financial LLC1,845,579$122.77M0.0%+20.7%9.538%
2/11/2026 Wharton 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%
2/10/2026 IAG Wealth Partners LLC323,838$21.54M2.5%+2.2%1.674%
2/10/2026 Florida Financial Advisors LLC3,776$251K0.1%+11.2%0.020%
2/10/2026 Blueline Advisors LLC1,484$99K0.1%N/A0.008%
2/10/2026 Northwestern Mutual Wealth Management Co.26,957$1.79M0.0%+8.5%0.139%
2/9/2026 Horizon 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%
2/6/2026 Cullen Frost Bankers Inc.157,154$10.45M0.1%+2.2%0.812%
2/6/2026 PNC Financial Services Group Inc.563,127$37.46M0.0%-0.2%2.910%
2/5/2026 Northwestern 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%
2/5/2026 Atlas 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%
2/3/2026 WealthShield 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%
1/29/2026 Kestra Private Wealth Services LLC3,700$246K0.0%-6.2%0.019%
1/29/2026UBS Group AG484,725$32.24M0.0%-0.3%2.513%
1/29/2026 Concurrent 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%
1/27/2026 Institute 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%
1/23/2026 SimpliFi 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%
1/20/2026 Stratos Investment Management LLC152,581$10.15M0.4%-1.9%0.792%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/20/2026 Philip 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%
1/1/2026 JPMorgan Chase & Co.50,852$3.32M0.0%+14.2%0.272%


PWV Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 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 110 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), Raymond James Financial Inc. ($585.76K), LPL Financial LLC ($484.55K), Arkadios Wealth Advisors ($286.83K), Atlas Private Wealth Advisors ($232.58K), Bank of America Corp DE ($196.73K), and SPWM Advisors LLC ($159.64K).

Institutional investors have bought a total of 15,318,441 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 53 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 ($229.08K), Ameriprise Financial Inc. ($50.73K), PNC Financial Services Group Inc. ($44.65K), Goldman Sachs Group Inc. ($24.32K), Wealth Enhancement Advisory Services LLC ($17.49K), UBS Group AG ($13.09K), and Captrust Financial Advisors ($11.38K).

Institutional investors have sold a total of 491,880 shares in the last 24 months. This volume of shares sold represents approximately $32.40M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PWV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel