Invesco Large Cap Value ETF (PWV) Institutional Ownership

$76.80 0.00 (0.00%)

As of 06/12/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 75
Total Institutional Inflows (last 12 months): $1.04B

Number of Institutional Sellers (last 12 months): 59
Total Institutional Outflows (last 12 months): $36.22M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	Parallel Advisors LLC	35,605	$2.48M	0.0%	-0.9%	0.177%
6/1/2026	Financial Solutions Advisory Group Inc.	14,490	$1.01M	0.1%	N/A	0.072%
5/19/2026	Western Wealth Management LLC	17,510	$1.22M	0.0%	-1.0%	0.087%
5/19/2026	Bank of America Corp DE	821,082	$57.24M	0.0%	+1.6%	4.091%
5/19/2026	Strategic Investment Advisors MI	6,915	$482K	0.0%	-5.9%	0.034%
5/19/2026	Arkadios Wealth Advisors	387,000	$26.98M	0.4%	+141.0%	1.928%
5/18/2026	Royal Bank of Canada	131,766	$9.19M	0.0%	-6.3%	0.657%
5/14/2026	Lido Advisors LLC	11,310	$788K	0.0%	N/A	0.056%
5/13/2026	Cetera Investment Advisers	85,514	$5.96M	0.0%	-1.6%	0.426%
5/8/2026	PNC Financial Services Group Inc.	519,784	$36.23M	0.0%	-7.7%	2.590%
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5/7/2026	Parallel Advisors LLC	35,605	$2.48M	0.0%	-0.9%	0.177%
5/6/2026	Advisortrust Partners LLC	1,125	$78K	0.0%	N/A	0.006%
5/5/2026	Harmony Asset Management LLC	8,418	$587K	0.2%	+2.4%	0.042%
5/5/2026	Geneos Wealth Management Inc.	6,353	$443K	0.0%	-8.4%	0.032%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	3,000	$209K	0.0%	N/A	0.015%
5/1/2026	Fifth Third Bancorp	13,249	$924K	0.0%	+2,457.7%	0.066%
5/1/2026	WealthShield Partners LLC	4,753	$331K	0.0%	-15.8%	0.024%
4/30/2026	Kestra Advisory Services LLC	167,056	$11.65M	0.0%	+11.6%	0.838%
4/30/2026	IAG Wealth Partners LLC	322,918	$22.51M	2.5%	-0.3%	1.620%
4/29/2026	Capstone Wealth Management Group LLC	68,253	$4.76M	2.0%	+1.2%	0.342%
4/27/2026	Private Advisor Group LLC	94,973	$6.62M	0.0%	+26.3%	0.478%
4/22/2026	AGH Wealth Advisors LLC	52,471	$3.66M	2.7%	+2.7%	0.264%
4/21/2026	Wesbanco Bank Inc.	3,979	$277K	0.0%	-12.9%	0.020%
4/21/2026	Parker Financial LLC	5,917	$412K	0.2%	-6.5%	0.030%
4/17/2026	Stonebridge Wealth Management LLC	7,364	$513K	0.5%	+4.0%	0.037%
4/16/2026	Capstone Wealth Management Group LLC	67,414	$4.48M	2.8%	+5.6%	0.340%
3/17/2026	Rockefeller Capital Management L.P.	133,117	$8.86M	0.0%	-2.7%	0.688%
2/18/2026	Mercer Global Advisors Inc. ADV	19,602	$1.30M	0.0%	+4.5%	0.101%
2/18/2026	EP Wealth Advisors LLC	5,063	$337K	0.0%	N/A	0.026%
2/18/2026	Strategic Investment Advisors MI	7,345	$489K	0.0%	+1,783.3%	0.038%
2/18/2026	SPWM Advisors LLC	159,637	$10.62M	10.1%	N/A	0.825%
2/17/2026	AQR Capital Management LLC	7,664	$510K	0.0%	-36.9%	0.040%
2/17/2026	Cetera Investment Advisers	86,930	$5.78M	0.0%	+7.8%	0.449%
2/17/2026	Equitable Holdings Inc.	105,777	$7.04M	0.0%	+1.0%	0.547%
2/17/2026	Regal Investment Advisors LLC	135,666	$9.02M	0.5%	+1.7%	0.701%
2/17/2026	Osaic Holdings Inc.	106,791	$7.11M	0.0%	+29.4%	0.552%
2/17/2026	Private Advisor Group LLC	75,183	$5.00M	0.0%	+18.3%	0.389%
2/17/2026	Captrust Financial Advisors	98,643	$6.56M	0.0%	-5.9%	0.510%
2/17/2026	Royal Bank of Canada	140,601	$9.35M	0.0%	+0.7%	0.727%
2/16/2026	MML Investors Services LLC	26,810	$1.78M	0.0%	+5.8%	0.139%
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2/16/2026	Mariner LLC	9,850	$655K	0.0%	-46.8%	0.051%
2/16/2026	Motiv8 Investments LLC	919	$61K	0.0%	N/A	0.005%
2/13/2026	Kestra Advisory Services LLC	149,756	$9.96M	0.0%	+4.2%	0.774%
2/13/2026	Morgan Stanley	3,617,029	$240.61M	0.0%	-0.3%	18.693%
2/13/2026	Arkadios Wealth Advisors	160,577	$10.68M	0.2%	+50.7%	0.830%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,719	$114K	0.0%	N/A	0.009%
2/13/2026	Wells Fargo & Company MN	166,538	$11.08M	0.0%	-0.7%	0.861%
2/12/2026	Orion Porfolio Solutions LLC	4,665	$310K	0.0%	+20.3%	0.024%
2/12/2026	Commonwealth Equity Services LLC	515,353	$34.28M	0.0%	+1.4%	2.663%
2/12/2026	Moneta Group Investment Advisors LLC	14,440	$961K	0.0%	N/A	0.075%
2/11/2026	Janney Montgomery Scott LLC	9,667	$643K	0.0%	-3.2%	0.050%
2/11/2026	Cerity Partners LLC	3,959	$263K	0.0%	-10.3%	0.020%
2/11/2026	LPL Financial LLC	1,845,579	$122.77M	0.0%	+20.7%	9.538%
2/11/2026	Wharton Business Group LLC	162,735	$10.83M	0.4%	-4.5%	0.841%
2/10/2026	Goldman Sachs Group Inc.	9,814	$653K	0.0%	-71.2%	0.051%
2/10/2026	IAG Wealth Partners LLC	323,838	$21.54M	2.5%	+2.2%	1.674%
2/10/2026	Florida Financial Advisors LLC	3,776	$251K	0.1%	+11.2%	0.020%
2/10/2026	Blueline Advisors LLC	1,484	$99K	0.1%	N/A	0.008%
2/10/2026	Northwestern Mutual Wealth Management Co.	26,957	$1.79M	0.0%	+8.5%	0.139%
2/9/2026	Horizon Family Wealth Inc.	52,109	$3.47M	1.8%	+0.4%	0.269%
2/9/2026	Cary Street Partners Financial LLC	31,650	$2.11M	0.1%	N/A	0.164%
2/9/2026	Prospera Financial Services Inc	6,058	$403K	0.0%	-18.1%	0.031%
2/6/2026	IFP Advisors Inc	913	$61K	0.0%	+356.5%	0.005%
2/6/2026	Cullen Frost Bankers Inc.	157,154	$10.45M	0.1%	+2.2%	0.812%
2/6/2026	PNC Financial Services Group Inc.	563,127	$37.46M	0.0%	-0.2%	2.910%
2/5/2026	Northwestern Mutual Wealth Management Co.	13,719,847	$912.64M	0.4%	+55,132.9%	70.904%
2/5/2026	Cornerstone Wealth Management LLC	12,444	$828K	0.0%	+13.1%	0.064%
2/5/2026	Western Wealth Management LLC	17,683	$1.18M	0.1%	+1.7%	0.091%
2/5/2026	Atlas Private Wealth Advisors	233,148	$15.51M	3.6%	+5.8%	1.205%
2/4/2026	Ameritas Advisory Services LLC	15,395	$1.02M	0.0%	-12.5%	0.080%
2/4/2026	AGH Wealth Advisors LLC	51,076	$3.40M	2.6%	+1.6%	0.266%
2/3/2026	WealthShield Partners LLC	5,643	$375K	0.0%	-2.7%	0.029%
2/3/2026	Alpha Cubed Investments LLC	5,167	$344K	0.0%	+3.1%	0.027%
1/29/2026	Comerica Bank	14,992	$997K	0.0%	-3.6%	0.078%
1/29/2026	Howard Wealth Management LLC	13,060	$869K	0.4%	-1.4%	0.068%
1/29/2026	Kestra Private Wealth Services LLC	3,700	$246K	0.0%	-6.2%	0.019%
1/29/2026	UBS Group AG	484,725	$32.24M	0.0%	-0.3%	2.513%
1/29/2026	Concurrent Investment Advisors LLC	6,321	$420K	0.0%	N/A	0.033%
1/29/2026	NBC Securities Inc.	650	$43K	0.0%	-41.7%	0.003%
1/27/2026	Earned Wealth Advisors LLC	5,825	$387K	0.0%	N/A	0.030%
1/27/2026	Institute for Wealth Management LLC.	13,742	$914K	0.1%	-4.0%	0.071%
1/26/2026	JNBA Financial Advisors	18,718	$1.25M	0.1%	-3.3%	0.097%
1/23/2026	Farther Finance Advisors LLC	43,570	$2.90M	0.0%	+955.2%	0.226%
1/23/2026	SimpliFi Inc.	9,506	$632K	0.3%	+8.5%	0.049%
1/21/2026	Nestegg Advisors Inc.	3,368	$224K	0.2%	-7.6%	0.017%
1/21/2026	Flagship Harbor Advisors LLC	1,291	$86K	0.0%	N/A	0.007%
1/20/2026	Stratos Investment Management LLC	152,581	$10.15M	0.4%	-1.9%	0.792%
1/20/2026	Philip James Wealth Mangement LLC	14,789	$984K	0.1%	-18.9%	0.077%
1/20/2026	YANKCOM Partnership	1,077	$72K	0.0%	N/A	0.006%
1/15/2026	Fortitude Family Office LLC	468	$31K	0.0%	N/A	0.002%
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1/14/2026	Spire Wealth Management	30,699	$2.04M	0.1%	-8.2%	0.160%
1/12/2026	Willner & Heller LLC	22,361	$1.49M	1.1%	-1.0%	0.116%
1/9/2026	First Heartland Consultants Inc.	6,184	$411K	0.0%	N/A	0.032%
1/8/2026	Wealth Enhancement Advisory Services LLC	6,772	$459K	0.0%	-7.5%	0.035%
1/7/2026	Stonebridge Wealth Management LLC	7,078	$471K	0.4%	N/A	0.037%
1/6/2026	RDA Financial Network	6,800	$452K	0.1%	+3.0%	0.035%
1/1/2026	JPMorgan Chase & Co.	50,852	$3.32M	0.0%	+14.2%	0.272%
12/17/2025	Strategic Investment Advisors MI	390	$25K	0.0%	-95.1%	0.002%
11/19/2025	Captrust Financial Advisors	104,877	$6.84M	0.0%	-0.5%	0.561%
11/18/2025	Advisory Services Network LLC	525	$34K	0.0%	N/A	0.003%

PWV Institutional Ownership - Frequently Asked Questions

During the previous two years, 154 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 116 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), Atlas Private Wealth Advisors ($381.68K), Commonwealth Equity Services LLC ($353.23K), IAG Wealth Partners LLC ($343.10K), and Arkadios Wealth Advisors ($300.27K).

Institutional investors have bought a total of 15,604,399 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Of the 59 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. ($26.77K), 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 553,660 shares in the last 24 months. This volume of shares sold represents approximately $36.22M in transactions.

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This page (NYSEARCA:PWV) was last updated on 6/15/2026 by MarketBeat.com Staff.

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Invesco Large Cap Value ETF (PWV) Institutional Ownership

PWV Institutional Buying and Selling by Quarter

Invesco Large Cap Value ETF Major Shareholders & Ownership History

PWV Institutional Ownership - Frequently Asked Questions

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Invesco Large Cap Value ETF (PWV) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Invesco Large Cap Value ETF (NYSEARCA:PWV)

PWV Institutional Buying and Selling by Quarter

Invesco Large Cap Value ETF Major Shareholders & Ownership History

PWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWV shares?

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

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

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

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

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