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Invesco Large Cap Value ETF (PWV) Institutional Ownership

Invesco Large Cap Value ETF logo
$55.18 +0.12 (+0.22%)
As of 04/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Large Cap Value ETF (NYSEARCA:PWV)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$114.02M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$32.98M
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PWV Institutional Buying and Selling by Quarter

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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
4/14/2025 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%
4/9/2025 NBC Securities Inc.650$38K0.0%N/A0.004%
3/21/2025Nestegg Advisors Inc.3,579$214K0.2%N/A0.021%
2/17/2025Focus Partners Wealth8,047$458K0.0%+56.4%0.050%
2/17/2025Cetera Investment Advisers36,769$2.09M0.0%+0.6%0.228%
2/17/2025Captrust Financial Advisors110,514$6.29M0.0%-2.8%0.684%
2/17/2025Baird Financial Group Inc.37,262$2.12M0.0%+1.1%0.231%
2/17/2025Bank of America Corp DE628,382$35.74M0.0%+1.4%3.889%
2/14/2025Mercer Global Advisors Inc. ADV18,850$1.07M0.0%-3.6%0.117%
2/14/2025Comerica Bank16,537$941K0.0%+2.0%0.102%
2/14/2025Stifel Financial Corp20,717$1.18M0.0%-0.9%0.128%
2/14/2025Tower Research Capital LLC TRC 3,505$199K0.0%+62.0%0.022%
2/14/2025MML Investors Services LLC20,316$1.16M0.0%-1.3%0.126%
2/13/2025MSH Capital Advisors LLC18,057$1.03M0.3%N/A0.112%
2/13/2025Main Street Financial Solutions LLC39,422$2.24M0.2%-0.5%0.244%
2/13/2025Regal Investment Advisors LLC122,613$6.97M0.5%+9.8%0.759%
2/13/2025Rockefeller Capital Management L.P.146,995$8.36M0.0%-0.3%0.910%
2/13/2025Raymond James Financial Inc.258,292$14.69M0.0%N/A1.598%
2/13/2025Bank of Montreal Can3,409$194K0.0%-14.8%0.021%
2/13/2025Envestnet Asset Management Inc.184,958$10.52M0.0%+9.8%1.145%
2/13/2025Wells Fargo & Company MN147,386$8.38M0.0%-4.3%0.912%
2/12/2025Retirement Investment Advisors Inc.10,502$597K0.1%-16.6%0.065%
2/12/2025JPMorgan Chase & Co.24,686$1.40M0.0%+183.9%0.153%
2/11/2025LPL Financial LLC1,052,031$59.84M0.0%-6.8%6.510%
2/10/2025Commonwealth Equity Services LLC434,432$24.71M0.0%+3.1%2.688%
2/10/2025IAG Wealth Partners LLC283,338$16.12M2.8%-6.4%1.753%
2/10/2025 Farther Finance Advisors LLC3,806$216K0.0%N/A0.024%
2/7/2025HighTower Advisors LLC16,980$966K0.0%-15.8%0.105%
2/7/2025Independent Advisor Alliance4,835$275K0.0%N/A0.030%
2/7/2025PNC Financial Services Group Inc.543,778$30.93M0.0%+1.5%3.365%
2/6/2025PFG Private Wealth Management LLC782$44K0.0%-99.6%0.005%
2/6/2025Raymond James Financial Inc.258,292$14.69M0.0%N/A1.598%
2/6/2025Cullen Frost Bankers Inc.145,594$8.28M0.1%-0.3%0.901%
2/5/2025Maia Wealth LLC23,422$1.40M0.3%+60.2%0.145%
2/5/2025Private Trust Co. NA532$30K0.0%N/A0.003%
2/4/2025Bank of New York Mellon Corp5,859$333K0.0%N/A0.036%
2/4/2025Wharton Business Group LLC176,772$10.05M0.5%-1.4%1.094%
2/3/2025Private Advisor Group LLC18,008$1.02M0.0%-1.2%0.111%
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2/3/2025Parker Financial LLC10,500$597K0.3%-22.2%0.065%
2/3/2025Good Life Advisors LLC64,676$3.68M0.3%-47.4%0.400%
1/31/2025Atria Wealth Solutions Inc.7,104$404K0.0%-46.6%0.044%
1/31/2025Philip James Wealth Mangement LLC24,844$1.41M0.2%-3.9%0.154%
1/30/2025JNBA Financial Advisors25,378$1.44M0.1%-3.6%0.157%
1/29/2025Stonebridge Financial Group LLC109,170$6.21M0.7%N/A0.676%
1/24/2025Spire Wealth Management33,106$1.88M0.1%+0.9%0.205%
1/21/2025Atlas Private Wealth Advisors277,302$15.77M2.2%+17.1%1.716%
1/17/2025Janney Montgomery Scott LLC10,377$590K0.0%+13.5%0.064%
1/15/2025Ameritas Advisory Services LLC24,858$1.41M0.0%-3.3%0.154%
1/15/2025Arkadios Wealth Advisors117,683$6.69M0.4%-3.2%0.728%
1/15/2025 Ullmann Wealth Partners Group LLC119,623$6.80M0.9%-3.5%0.740%
1/13/2025 Wedmont Private Capital6,223$352K0.0%+3.7%0.039%
12/26/2024JPMorgan Chase & Co.8,695$507K0.0%+94.7%0.054%
11/25/2024Sanctuary Advisors LLC5,064$311K0.0%-6.6%0.031%
11/15/2024Orion Portfolio Solutions LLC4,410$257K0.0%N/A0.027%
11/15/2024Jane Street Group LLC4,366$255K0.0%N/A0.027%
11/15/2024Stifel Financial Corp20,899$1.22M0.0%-1.2%0.129%
11/15/2024Retirement Investment Advisors Inc.12,598$735K0.1%-4.5%0.078%
11/15/2024Mission Creek Capital Partners Inc.3,734$218K0.1%N/A0.023%
11/15/2024Benjamin Edwards Inc.9,808$572K0.0%N/A0.061%
11/14/2024Captrust Financial Advisors113,655$6.63M0.0%-2.6%0.703%
11/14/2024Rockefeller Capital Management L.P.147,381$8.60M0.0%+0.5%0.912%
11/13/2024Glenmede Trust Co. NA1,848$108K0.0%+237.2%0.011%
11/13/2024FMR LLC9,293$542K0.0%+4.0%0.058%
11/8/2024PNC Financial Services Group Inc.535,615$31.24M0.0%+3.3%3.314%
11/6/2024Mill Creek Capital Advisors LLC69,013$4.03M0.1%-35.1%0.427%
11/6/2024Oppenheimer & Co. Inc.10,029$585K0.0%-5.7%0.062%
10/31/2024Consolidated Planning Corp18,023$1.05M0.2%-1.8%0.112%
10/31/2024Advisor Resource Council4,192$244K0.1%N/A0.026%
10/31/2024Concurrent Investment Advisors LLC3,655$213K0.0%N/A0.023%
10/30/2024Maia Wealth LLC14,623$860K0.2%N/A0.090%
10/29/2024IAG Wealth Partners LLC302,601$17.65M3.3%+1.9%1.873%
10/28/2024Stephens Inc. AR3,523$205K0.0%N/A0.022%
10/24/2024Arkadios Wealth Advisors121,550$7.09M0.4%-15.2%0.752%
10/23/2024Mason & Associates Inc3,460$202K0.1%N/A0.021%
10/22/2024Private Advisor Group LLC18,235$1.06M0.0%-2.2%0.113%
10/22/2024Eastern Bank1,710$100K0.0%N/A0.011%
10/18/2024Raymond James & Associates46,403$2.71M0.0%+18.6%0.287%
10/16/2024Good 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%
10/9/2024Atlas 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%
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8/8/2024Envestnet Asset Management Inc.146,364$8.06M0.0%+5.5%0.906%
8/8/2024 Parallel 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%
8/6/2024Fiducient Advisors LLC15,465$851K0.1%N/A0.096%
8/6/2024Cullen Frost Bankers Inc.144,845$7.97M0.1%-0.5%0.896%
8/5/2024Private Advisor Group LLC18,647$1.03M0.0%-1.0%0.115%
7/31/2024Spire Wealth Management28,502$1.57M0.1%-11.6%0.176%
(Data available from 1/1/2016 forward)

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PWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWV shares?

During the previous two years, 120 institutional investors and hedge funds held shares of Invesco Large Cap Value ETF. The most heavily invested institutionals were LPL Financial LLC ($59.84M), Bank of America Corp DE ($35.74M), PNC Financial Services Group Inc. ($30.93M), UBS Group AG ($26.56M), Commonwealth Equity Services LLC ($24.71M), IAG Wealth Partners LLC ($16.12M), and Atlas Private Wealth Advisors ($15.77M).Learn more on PWV's institutional investors.

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

Of the 85 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 ($616.83K), Raymond James Financial Inc. ($516.58K), Commonwealth Equity Services LLC ($307.16K), IAG Wealth Partners LLC ($302.60K), Maltin Wealth Management Inc. ($251.34K), LPL Financial LLC ($112.67K), and Stonebridge Financial Group LLC ($109.17K).

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

Institutional investors have bought a total of 3,160,606 shares in the last 24 months. This purchase volume represents approximately $167.26M in transactions.

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

Of the 65 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), LPL Financial LLC ($263.54K), SimpliFi Inc. ($193.39K), PFG Private Wealth Management LLC ($182.31K), PNC Financial Services Group Inc. ($105.83K), Good Life Advisors LLC ($58.27K), and MRA Advisory Group ($56.69K).

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

Institutional investors have sold a total of 1,703,535 shares in the last 24 months. This volume of shares sold represents approximately $87.43M in transactions.


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This page (NYSEARCA:PWV) was last updated on 4/16/2025 by MarketBeat.com Staff
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