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Invesco Large Cap Value ETF (PWV) Institutional Ownership

Invesco Large Cap Value ETF logo
$58.03
-0.06 (-0.10%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Large Cap Value ETF (NYSEARCA:PWV)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$79.94M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$38.95M
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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
10/31/2024 Consolidated Planning Corp18,023$1.05M0.2%-1.8%0.112%
10/31/2024 Advisor Resource Council4,192$244K0.1%N/A0.026%
10/31/2024 Concurrent Investment Advisors LLC3,655$213K0.0%N/A0.023%
10/30/2024 Maia Wealth LLC14,623$860K0.2%N/A0.090%
10/29/2024 IAG Wealth Partners LLC302,601$17.65M3.3%+1.9%1.873%
10/28/2024 Stephens Inc. AR3,523$205K0.0%N/A0.022%
10/24/2024 Arkadios Wealth Advisors121,550$7.09M0.4%-15.2%0.752%
10/23/2024 Mason & Associates Inc3,460$202K0.1%N/A0.021%
10/22/2024 Private Advisor Group LLC18,235$1.06M0.0%-2.2%0.113%
10/22/2024 Eastern Bank1,710$100K0.0%N/A0.011%
10/18/2024Raymond James & Associates46,403$2.71M0.0%+18.6%0.287%
10/16/2024 Good Life Advisors LLC122,942$7.17M0.4%+115.9%0.761%
10/16/2024 SeaCrest Wealth Management LLC4,366$255K0.0%N/A0.027%
10/15/2024 Ullmann Wealth Partners Group LLC123,919$7.23M0.9%+1.7%0.767%
10/11/2024 Wesbanco Bank Inc.4,569$266K0.0%N/A0.028%
10/9/2024 Atlas Private Wealth Advisors236,866$13.82M2.0%-27.4%1.466%
9/5/2024Sanctuary Advisors LLC5,419$298K0.0%N/A0.034%
8/22/2024Cetera Investment Advisers37,427$2.06M0.0%-4.6%0.232%
8/16/2024Regal Investment Advisors LLC100,630$5.54M0.4%+4.6%0.623%
8/14/2024EverSource Wealth Advisors LLC1,295$75K0.0%-26.1%0.008%
8/13/2024Garden State Investment Advisory Services LLC3,694$203K0.1%N/A0.023%
8/13/2024Retirement Investment Advisors Inc.13,196$726K0.1%N/A0.082%
8/8/2024Envestnet Asset Management Inc.146,364$8.06M0.0%+5.5%0.906%
8/8/2024Parallel Advisors LLC35,150$1.94M0.0%-0.6%0.218%
8/8/2024Parker Financial LLC16,542$922K0.5%-7.5%0.102%
8/8/2024 Ullmann Wealth Partners Group LLC121,805$6.70M1.0%-2.5%0.754%
8/8/2024Horizon Family Wealth Inc.50,425$2.78M2.1%+0.6%0.312%
8/8/2024LPL Financial LLC1,083,031$59.61M0.0%+11.6%6.702%
8/6/2024 Fiducient Advisors LLC15,465$851K0.1%N/A0.096%
8/6/2024Cullen Frost Bankers Inc.144,845$7.97M0.1%-0.5%0.896%
8/5/2024 Private Advisor Group LLC18,647$1.03M0.0%-1.0%0.115%
7/31/2024 Spire Wealth Management28,502$1.57M0.1%-11.6%0.176%
7/31/2024Commonwealth Equity Services LLC367,359$20.22M0.0%+377.7%2.273%
7/29/2024 Arkadios Wealth Advisors143,363$7.89M0.5%+10.3%0.887%
7/26/2024 Cambridge Investment Research Advisors Inc.49,008$2.70M0.0%+75.5%0.303%
7/20/2024Raymond James Financial Services Advisors Inc.210,107$11.56M0.0%+17.9%1.300%
7/19/2024Western Wealth Management LLC16,582$913K0.1%-1.2%0.103%
7/19/2024Raymond James & Associates39,140$2.15M0.0%-1.3%0.242%
7/17/2024 IAG Wealth Partners LLC296,838$16.34M3.3%N/A1.837%
7/16/2024 ORG Partners LLC797$44K0.0%N/A0.005%
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7/12/2024 Atlas Private Wealth Advisors326,168$17.95M2.9%+84.2%2.018%
6/11/2024EverSource Wealth Advisors LLC1,753$95K0.0%+35.4%0.011%
5/24/2024Cetera Advisors LLC9,015$511K0.0%N/A0.056%
5/24/2024Cetera Investment Advisers39,212$2.22M0.0%+357.5%0.243%
5/16/2024Waverly Advisors LLC17,658$1.00M0.0%N/A0.110%
5/10/2024TCTC Holdings LLC6,547$371K0.0%-18.8%0.041%
5/10/2024Horizon Family Wealth Inc.50,131$2.84M2.2%+0.5%0.313%
5/9/2024Condor Capital Management18,155$1.03M0.1%-36.7%0.113%
5/7/2024Oppenheimer & Co. Inc.10,718$607K0.0%+2.4%0.067%
5/3/2024 MRA Advisory Group3,777$214K0.1%-14.0%0.024%
5/3/2024GSA Capital Partners LLP8,335$472K0.0%-28.7%0.052%
5/2/2024 Consolidated Planning Corp18,351$1.04M0.2%-3.8%0.114%
5/1/2024 Janney Montgomery Scott LLC11,150$632K0.0%-2.4%0.070%
5/1/2024 Prosperity Consulting Group LLC26,498$1.50M0.2%N/A0.165%
4/30/2024 Private Advisor Group LLC18,844$1.07M0.0%+10.1%0.117%
4/30/2024 HB Wealth Management LLC4,386$249K0.0%N/A0.027%
4/29/2024Commonwealth Equity Services LLC76,895$4.36M0.0%+5.1%0.479%
4/26/2024 JNBA Financial Advisors28,240$1.60M0.2%-5.6%0.180%
4/25/2024 Cambridge Investment Research Advisors Inc.27,932$1.58M0.0%+3.2%0.178%
4/24/2024 Spire Wealth Management32,243$1.83M0.1%+2.1%0.206%
4/23/2024Raymond James Financial Services Advisors Inc.178,223$10.10M0.0%+0.5%1.136%
4/19/2024Financial Perspectives Inc5,380$305K0.1%-14.0%0.034%
4/19/2024 Advisor Resource Council4,192$238K0.1%N/A0.027%
4/17/2024 Grimes & Company Inc.3,912$222K0.0%N/A0.025%
4/10/2024LexAurum Advisors LLC3,832$217K0.1%N/A0.023%
3/22/2024PNC Financial Services Group Inc.497,922$25.27M0.0%-7.5%3.007%
3/22/2024 Cooksen Wealth LLC52,311$2.65M3.0%N/A0.316%
3/6/2024 Willner & Heller LLC24,752$1.26M1.4%N/A0.149%
2/12/2024Condor Capital Management28,667$1.46M0.2%+22.2%0.173%
2/9/2024 Cambridge Investment Research Advisors Inc.27,059$1.37M0.0%-9.2%0.163%
2/9/2024Frazier Financial Advisors LLC661$34K0.0%N/A0.004%
2/9/2024UBS 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%
2/8/2024 JNBA 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%
2/6/2024 Private Advisor Group LLC17,123$869K0.0%+36.4%0.103%
2/1/2024Financial Perspectives Inc6,259$318K0.1%+5.5%0.038%
2/1/2024 Criterion 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%
1/29/2024 Koshinski Asset Management Inc.5,240$266K0.0%N/A0.032%
1/26/2024Cerity Partners LLC4,584$232K0.0%N/A0.028%
1/24/2024 Arkadios Wealth Advisors129,944$6.59M0.6%+9.8%0.785%
1/18/2024Parker Financial LLC19,813$1.01M0.6%-5.0%0.120%
1/18/2024 Good Life Advisors LLC41,302$2.10M0.2%+13.8%0.249%
1/18/2024 Planned 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%
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1/16/2024Raymond James & Associates52,846$2.68M0.0%+42.8%0.319%
1/11/2024 Ullmann Wealth Partners Group LLC125,386$6.36M1.0%-0.4%0.757%
1/11/2024 Atlas Private Wealth Advisors390,881$19.83M3.7%-48.8%2.360%
1/10/2024 Strategic 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%
11/16/2023Horizon Family Wealth Inc.49,627$2.32M0.9%+0.5%0.300%
11/15/2023GSA Capital Partners LLP15,612$731K0.1%+13.1%0.094%
11/14/2023Retirement Investment Advisors Inc.19,884$931K0.1%+10.5%0.120%
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%
(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, 105 institutional investors and hedge funds held shares of Invesco Large Cap Value ETF. The most heavily invested institutionals were LPL Financial LLC ($59.61M), UBS Group AG ($26.56M), PNC Financial Services Group Inc. ($25.27M), Commonwealth Equity Services LLC ($20.22M), IAG Wealth Partners LLC ($17.65M), Atlas Private Wealth Advisors ($13.82M), 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 78 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 ($706.91K), LPL Financial LLC ($343.45K), IAG Wealth Partners LLC ($302.60K), Commonwealth Equity Services LLC ($294.19K), Maltin Wealth Management Inc. ($251.34K), Raymond James Financial Services Advisors Inc. ($180.21K), and PNC Financial Services Group Inc. ($114.98K).

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

Institutional investors have bought a total of 3,122,345 shares in the last 24 months. This purchase volume represents approximately $156.72M in transactions.

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

Of the 57 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 ($465.64K), SimpliFi Inc. ($204.45K), LPL Financial LLC ($186.78K), PNC Financial Services Group Inc. ($105.83K), MRA Advisory Group ($100.11K), Raymond James Financial Services Advisors Inc. ($58.36K), and Ameritas Advisory Services LLC ($32.18K).

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

Institutional investors have sold a total of 1,457,400 shares in the last 24 months. This volume of shares sold represents approximately $71.12M in transactions.


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This page (NYSEARCA:PWV) was last updated on 11/2/2024 by MarketBeat.com Staff
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