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Invesco Large Cap Value ETF (PWV) Institutional Ownership

Invesco Large Cap Value ETF logo
$64.65 +0.15 (+0.23%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$64.67 +0.02 (+0.02%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Large Cap Value ETF (NYSEARCA:PWV)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$107.37M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$39.55M
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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
8/27/2025 Orion Porfolio Solutions LLC3,787$235K0.0%N/A0.021%
8/15/2025 Tower Research Capital LLC TRC 737$46K0.0%-31.8%0.004%
8/15/2025 Equitable Holdings Inc.104,422$6.49M0.1%-0.6%0.573%
8/15/2025 Florida Financial Advisors LLC3,318$206K0.1%N/A0.018%
8/15/2025 Captrust Financial Advisors105,442$6.55M0.0%-4.2%0.579%
8/15/2025 Cooksen Wealth LLC51,511$3.20M2.6%-1.5%0.283%
8/15/2025 Orion Porfolio Solutions LLC3,787$235K0.0%N/A0.021%
8/15/2025 MML Investors Services LLC26,034$1.62M0.0%+24.1%0.143%
8/15/2025 BNP Paribas Financial Markets10,000$621K0.0%-50.0%0.055%
8/15/2025 Bank of America Corp DE774,088$48.10M0.0%+20.9%4.249%
8/15/2025 Ameriprise Financial Inc.56,163$3.49M0.0%-3.4%0.308%
8/14/2025 Florida Financial Advisors LLC3,343$208K0.1%N/A0.018%
8/14/2025 Raymond James Financial Inc.263,460$16.37M0.0%+0.5%1.446%
8/14/2025 Betterment LLC3,369$209K0.0%-9.9%0.018%
8/13/2025 IAG Wealth Partners LLC310,057$19.27M2.5%+6.9%1.702%
8/13/2025 Northwestern Mutual Wealth Management Co.23,909$1.49M0.0%+6.1%0.131%
8/13/2025 Maia Wealth LLC3,660$227K0.0%-84.5%0.020%
8/12/2025 J.W. Cole Advisors Inc.5,340$332K0.0%-6.0%0.029%
8/12/2025 JPMorgan Chase & Co.44,544$2.77M0.0%+49.8%0.244%
8/12/2025 Howe & Rusling Inc.2,694$167K0.0%N/A0.015%
8/8/2025 Firestone Capital Management37,513$2.33M0.5%N/A0.207%
8/8/2025 Rockefeller Capital Management L.P.144,025$8.95M0.0%-1.7%0.793%
8/8/2025 Horizon Family Wealth Inc.51,664$3.21M2.0%+0.7%0.284%
8/8/2025 Cetera Investment Advisers75,311$4.68M0.0%+103.9%0.415%
8/8/2025 WealthShield Partners LLC5,953$370K0.0%-10.8%0.033%
8/8/2025 Good Life Advisors LLC85,573$5.32M0.3%+10.5%0.471%
8/8/2025 PNC 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%
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.tc pixel

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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%
6/27/2025 Goldman Sachs Group Inc.6,797$404K0.0%-26.5%0.038%
5/16/2025 Goldman Sachs Group Inc.6,797$404K0.0%-26.5%0.039%
5/16/2025 AQR Capital Management LLC12,148$723K0.0%N/A0.069%
5/15/2025 EP Wealth Advisors LLC3,155$188K0.0%N/A0.018%
5/15/2025 Royal Bank of Canada147,835$8.80M0.0%-0.3%0.845%
5/15/2025 Betterment LLC3,740$223K0.0%-19.7%0.021%
5/15/2025 Baird Financial Group Inc.36,926$2.20M0.0%-0.9%0.211%
5/14/2025 Northwestern Mutual Wealth Management Co.22,537$1.34M0.0%-14.3%0.129%
5/14/2025 Kestra Advisory Services LLC140,663$8.37M0.0%-4.9%0.804%
5/13/2025 Raymond James Financial Inc.262,270$15.61M0.0%+1.5%1.500%
5/13/2025 NFP Retirement Inc.11,315$673K0.1%-5.6%0.065%
5/13/2025 MSH Capital Advisors LLC13,557$807K0.2%-24.9%0.078%
5/13/2025 HighTower Advisors LLC16,291$969K0.0%-4.1%0.093%
5/12/2025 Maia Wealth LLC23,644$1.30M0.3%+0.9%0.135%
5/12/2025 SouthState Corp695$41K0.0%N/A0.004%
5/12/2025 Condor Capital Management14,937$889K0.1%-16.0%0.085%
5/9/2025 Wharton Business Group LLC179,107$10.66M0.5%+1.3%1.024%
5/9/2025 WealthShield Partners LLC6,673$397K0.1%-5.6%0.038%
5/9/2025 Atria Wealth Solutions Inc.6,611$393K0.0%-6.9%0.038%
5/9/2025 Horizon 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%
5/9/2025 PNC 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%
5/7/2025 LPL Financial LLC1,220,382$72.63M0.0%+16.0%6.978%
5/6/2025 Cetera 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%
5/5/2025 Private 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%
4/30/2025 Cerity 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%
4/23/2025 Strategic 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%
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.tc pixel

Watch the National Emergency broadcast here
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%
4/17/2025 Good 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%
4/16/2025 IAG 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%
(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, 130 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 ($48.10M), 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 ($19.27M).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 99 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. ($521.75K), Atlas Private Wealth Advisors ($368.81K), IAG Wealth Partners LLC ($329.32K), Commonwealth Equity Services LLC ($321.54K), LPL Financial LLC ($281.02K), Bank of America Corp DE ($142.60K), and Stratos Investment Management LLC ($122.03K).

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

Institutional investors have bought a total of 1,823,650 shares in the last 24 months. This purchase volume represents approximately $107.37M in transactions.

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

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: 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 Maia Wealth LLC ($19.98K).

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

Institutional investors have sold a total of 680,823 shares in the last 24 months. This volume of shares sold represents approximately $39.55M in transactions.


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This page (NYSEARCA:PWV) was last updated on 8/31/2025 by MarketBeat.com Staff
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