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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
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3 Magnificent Seven Stocks Outperforming the Rest
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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Invesco Large Cap Value ETF (PWV) Institutional Ownership

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$54.66
+0.51 (+0.94%)
(As of 04/19/2024 ET)
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Stock AnalysisChartHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$66.82M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$63.88M
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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
4/19/2024Advisor Resource Council4,192$238K0.1%N/A0.027%
4/17/2024Grimes & Company Inc.3,912$222K0.0%N/A0.025%
4/10/2024 LexAurum Advisors LLC3,832$217K0.1%N/A0.023%
3/22/2024PNC Financial Services Group Inc.497,922$25.27M0.0%-7.5%3.007%
3/22/2024Cooksen Wealth LLC52,311$2.65M3.0%N/A0.316%
3/6/2024Willner & Heller LLC24,752$1.26M1.4%N/A0.149%
2/16/2024GSA Capital Partners LLP11,690$593K0.0%-25.1%0.071%
2/15/2024Mill Creek Capital Advisors LLC106,295$5.39M0.2%+54.0%0.642%
2/15/2024Baird Financial Group Inc.35,888$1.82M0.0%-8.1%0.217%
2/15/2024Citadel Advisors LLC21,331$1.08M0.0%+314.5%0.129%
2/15/2024Comerica Bank15,562$790K0.0%+10.7%0.094%
2/14/2024Kestra Advisory Services LLC119,231$6.05M0.0%+13.0%0.720%
2/13/2024Envestnet Asset Management Inc.121,140$6.15M0.0%-13.0%0.732%
2/13/2024Oppenheimer & Co. Inc.10,462$531K0.0%+8.5%0.063%
2/13/2024Tower Research Capital LLC TRC 5,931$301K0.0%+193.3%0.036%
2/12/2024Condor Capital Management28,667$1.46M0.2%+22.2%0.173%
2/12/2024Stifel Financial Corp20,801$1.06M0.0%-33.2%0.126%
2/9/2024Cambridge Investment Research Advisors Inc.27,059$1.37M0.0%-9.2%0.163%
2/9/2024Frazier Financial Advisors LLC661$34K0.0%N/A0.004%
2/9/2024Wells Fargo & Company MN121,054$6.14M0.0%-7.8%0.731%
2/9/2024UBS Group AG523,510$26.56M0.0%-0.1%3.161%
2/9/2024PNC Financial Services Group Inc.497,922$25.27M0.0%-7.5%3.007%
2/8/2024Retirement Investment Advisors Inc.13,417$681K0.1%-32.5%0.081%
2/8/2024Horizon Family Wealth Inc.49,895$2.53M2.1%+0.5%0.301%
2/8/2024JNBA Financial Advisors29,916$1.52M0.2%-6.7%0.181%
2/7/2024Wharton Business Group LLC180,417$9.15M0.5%-12.1%1.089%
2/6/2024Cullen Frost Bankers Inc.146,826$7.45M0.1%-1.2%0.887%
2/6/2024Private Advisor Group LLC17,123$869K0.0%+36.4%0.103%
2/1/2024Financial Perspectives Inc6,259$318K0.1%+5.5%0.038%
2/1/2024Criterion Capital Advisors LLC3,155$160K0.1%N/A0.019%
1/31/2024Western Wealth Management LLC16,858$855K0.1%-12.5%0.102%
1/31/2024Cambridge Trust Co.1,710$87K0.0%-19.0%0.010%
1/29/2024Koshinski Asset Management Inc.5,240$266K0.0%N/A0.032%
1/26/2024Cerity Partners LLC4,584$232K0.0%N/A0.028%
1/24/2024Arkadios Wealth Advisors129,944$6.59M0.6%+9.8%0.785%
1/18/2024Parker Financial LLC19,813$1.01M0.6%-5.0%0.120%
1/18/2024Good Life Advisors LLC41,302$2.10M0.2%+13.8%0.249%
1/18/2024Planned Solutions Inc.1,825$93K0.0%N/A0.011%
1/16/2024Raymond James Financial Services Advisors Inc.177,316$9.00M0.0%+8.7%1.071%
1/16/2024Raymond James & Associates52,846$2.68M0.0%+42.8%0.319%
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1/11/2024Ullmann Wealth Partners Group LLC125,386$6.36M1.0%-0.4%0.757%
1/11/2024Atlas Private Wealth Advisors390,881$19.83M3.7%-48.8%2.360%
1/10/2024Strategic Investment Advisors MI10,326$524K0.1%-7.8%0.062%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC26,498$1.35M0.5%-3.3%0.160%
11/21/2023Comerica Bank14,056$658K0.0%N/A0.085%
11/16/2023Horizon Family Wealth Inc.49,627$2.32M0.9%+0.5%0.300%
11/16/2023Morgan Stanley3,575,713$167.34M0.0%-2.5%21.592%
11/15/2023Mercer Global Advisors Inc. ADV26,384$1.24M0.0%+13.2%0.159%
11/15/2023GSA Capital Partners LLP15,612$731K0.1%+13.1%0.094%
11/14/2023Tower Research Capital LLC TRC 2,022$95K0.0%-50.8%0.012%
11/14/2023Qube Research & Technologies Ltd1,784$83K0.0%+396.9%0.011%
11/14/2023Retirement Investment Advisors Inc.19,884$931K0.1%+10.5%0.120%
11/13/2023Stifel Financial Corp31,139$1.46M0.0%+3.3%0.188%
11/13/2023Mariner LLC21,512$1.01M0.0%+74.0%0.130%
11/13/2023LPL Financial LLC909,072$42.55M0.0%-10.1%5.490%
11/13/2023FMR LLC6,785$318K0.0%+47.7%0.041%
11/13/2023Envestnet Asset Management Inc.139,289$6.52M0.0%+62.6%0.841%
11/13/2023Kestra Advisory Services LLC105,536$4.94M0.0%+7.8%0.637%
11/13/2023PNC Financial Services Group Inc.538,289$25.19M0.0%+7.6%3.251%
11/9/2023UBS Group AG523,865$24.52M0.0%-0.3%3.163%
11/8/2023Janney Montgomery Scott LLC11,425$535K0.0%+7.9%0.069%
11/8/2023MRA Advisory Group110,038$5.15M3.7%+12.7%0.664%
11/8/2023Western Wealth Management LLC19,271$902K0.1%-10.6%0.116%
11/8/2023Oppenheimer & Co. Inc.9,638$451K0.0%-2.9%0.058%
11/6/2023Wharton Business Group LLC205,301$9.61M0.5%-0.9%1.240%
11/4/2023 NBC Securities Inc.650$30K0.0%N/A0.004%
11/2/2023JNBA Financial Advisors32,051$1.50M0.2%-2.4%0.194%
11/2/2023Cullen Frost Bankers Inc.148,577$6.95M0.1%-3.8%0.897%
10/26/2023Parker Financial LLC20,865$979K0.7%-14.5%0.126%
10/25/2023Strategic Investment Advisors MI11,201$524K0.1%N/A0.068%
10/24/2023Raymond James Financial Services Advisors Inc.163,050$7.63M0.0%+2.7%0.985%
10/24/2023Raymond James & Associates37,005$1.73M0.0%-2.8%0.223%
10/24/2023Cambridge Investment Research Advisors Inc.29,795$1.39M0.0%-1.3%0.180%
10/13/2023Arkadios Wealth Advisors118,400$5.54M0.5%+15.8%0.715%
10/13/2023Ullmann Wealth Partners Group LLC125,896$5.89M1.1%+0.2%0.760%
10/11/2023Geneos Wealth Management Inc.6,987$327K0.0%+164.3%0.042%
10/11/2023SimpliFi Inc.11,067$518K0.3%-4.5%0.067%
10/11/2023Atlas Private Wealth Advisors764,130$35.76M6.8%-0.4%4.614%
8/30/2023Western Wealth Management LLC21,563$1.01M0.1%-16.2%0.130%
8/21/2023Osaic Holdings Inc.244,348$11.35M0.0%-2.7%1.476%
8/15/2023Equitable Holdings Inc.93,896$4.38M0.1%+1.1%0.567%
8/15/2023Wells Fargo & Company MN113,536$5.29M0.0%-1.4%0.686%
8/15/2023IHT Wealth Management LLC6,473$302K0.0%-13.9%0.039%
8/15/2023Goldman Sachs Group Inc.16,888$787K0.0%N/A0.102%
8/15/2023Captrust Financial Advisors150,313$7.01M0.0%-3.2%0.908%
8/15/2023Royal Bank of Canada146,979$6.85M0.0%-1.6%0.888%
8/15/2023Stifel Financial Corp30,143$1.41M0.0%-0.9%0.182%
8/15/2023Citadel Advisors LLC8,019$374K0.0%+20.3%0.048%
8/14/2023Mercer Global Advisors Inc. ADV23,303$1.09M0.0%-14.9%0.141%
8/14/2023Retirement Investment Advisors Inc.17,998$839K0.1%+2.7%0.109%
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8/14/2023Tower Research Capital LLC TRC 4,112$192K0.0%+8.6%0.025%
8/14/2023MML Investors Services LLC22,361$1.04M0.0%-1.8%0.135%
8/11/2023Horizon Family Wealth Inc.49,356$2.30M2.2%+0.7%0.298%
8/11/2023Kestra Advisory Services LLC97,901$4.57M0.0%-0.6%0.591%
8/11/2023PNC Financial Services Group Inc.500,152$23.32M0.0%-4.8%3.020%
8/10/2023Osaic Holdings Inc.244,348$11.35M0.0%-2.7%1.476%
8/10/2023Commonwealth Equity Services LLC73,164$3.41M0.0%-0.4%0.442%
8/10/2023US Bancorp DE1,849$86K0.0%-26.2%0.011%
8/10/2023Cetera Advisor Networks LLC31,291$1.46M0.0%-5.1%0.189%
8/10/2023Citigroup Inc.16,642$776K0.0%+20.1%0.100%
(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 Morgan Stanley ($167.34M), LPL Financial LLC ($42.55M), Bank of America Corp DE ($29.57M), UBS Group AG ($26.56M), PNC Financial Services Group Inc. ($25.27M), Atlas Private Wealth Advisors ($19.83M), and Advisor Group Holdings Inc. ($13.26M).Learn more on PWV's institutional investors.

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

Of the 101 institutional investors that purchased Invesco Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Private Wealth Advisors ($767.22K), LPL Financial LLC ($460.80K), Maltin Wealth Management Inc. ($251.34K), First Heartland Consultants Inc. ($185.44K), Raymond James Financial Services Advisors Inc. ($179.52K), PNC Financial Services Group Inc. ($175.69K), and Envestnet Asset Management Inc. ($155.47K).

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

Institutional investors have bought a total of 3,663,846 shares in the last 24 months. This purchase volume represents approximately $170.03M in transactions.

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

Of the 76 institutional investors that sold Invesco Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atlas Private Wealth Advisors ($376.34K), SimpliFi Inc. ($204.45K), LPL Financial LLC ($186.78K), Northwestern Mutual Wealth Management Co. ($120.04K), PNC Financial Services Group Inc. ($105.83K), MRA Advisory Group ($99.49K), and Morgan Stanley ($93.41K).

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

Institutional investors have sold a total of 1,975,394 shares in the last 24 months. This volume of shares sold represents approximately $93.48M in transactions.


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This page (NYSEARCA:PWV) was last updated on 4/19/2024 by MarketBeat.com Staff

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