Invesco Large Cap Value ETFPWVETF
13F holders, Q2 2026 (June 30)194holders +11
19new positions
7sold out
2famous investors
$75.83avg. 13F price*
At the end of Q2 2026, 194 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, up 11 from Q1 2026. 19 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($279.9M), LPL Financial LLC ($172.0M) and Bank of America Corp. ($62.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Large Cap Value ETF
- CUSIP
- 46137V738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $12.0M |
| Exits | 7 | $610K |
All 13F filers, Q1 2026 → Q2 2026: 1,077,980 shares bought and 209,152 shares sold, net +868,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Morgan Stanley | 0.01% | Add +4.6% | 3,694,080 | $279.9M |
| LPL Financial LLC | 0.04% | Add +11.3% | 2,270,178 | $172.0M |
| Bank of America Corp. | 0.00% | Add +0.8% | 827,805 | $62.7M |
| Raymond James Financial Inc. | 0.01% | Add +4.6% | 564,589 | $42.8M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.2% | 492,625 | $37.3M |
| Arkadios Wealth Advisors | 0.54% | Add +19.4% | 461,900 | $35.0M |
| UBS Group AG | 0.01% | Reduce -3.6% | 448,413 | $34.0M |
| IAG Wealth Partners, LLC | 2.48% | Add +2.2% | 330,061 | $25.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.9% | 287,183 | $21.8M |
| Atlas Private Wealth Advisors | 4.09% | Add +3.1% | 246,888 | $18.7M |
| Waverly Advisors, LLC | 0.10% | Add +1259.3% | 224,439 | $17.0M |
| Stratos Investment Management, LLC | 0.61% | Add +5.1% | 221,590 | $16.8M |
| SPWM Advisors LLC | 14.89% | Add +16.3% | 204,744 | $16.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 196,174 | $14.9M |
| Osaic Holdings, Inc. | 0.01% | Add +44.3% | 163,533 | $12.4M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -1.2% | 161,665 | $12.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -3.6% | 161,023 | $12.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 159,560 | $12.1M |
| Wharton Business Group, LLC | 0.39% | No change | 155,635 | $11.8M |
| Regal Investment Advisors LLC | 0.56% | Add +4.1% | 142,748 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 128,295 | $9.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.8% | 127,080 | $9.6M |
| Ullmann Wealth Partners Group, LLC | 0.71% | Reduce -0.1% | 103,489 | $7.8M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 102,602 | $7.8M |
| Stonebridge Financial Group, LLC | 0.58% | Reduce -0.7% | 101,373 | $7.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.7% | 93,337 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +1.3% | 86,590 | $6.6M |
| Equitable Holdings, Inc. | 0.04% | Reduce -21.0% | 84,548 | $6.4M |
| Cary Street Partners Financial LLC | 0.12% | Add +3.7% | 72,693 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | New | 69,013 | $5.2M |
| Capstone Wealth Management Group, LLC | 1.70% | Reduce -7.2% | 63,358 | $4.8M |
| Rose Capital Advisors LLC | 2.45% | — | 60,314 | $4.6M |
| AGH Wealth Advisors, LLC | 2.60% | Add +3.7% | 54,415 | $4.1M |
| Horizon Family Wealth, Inc. | 1.82% | Add +0.5% | 52,645 | $4.0M |
| Cooksen Wealth, LLC | 2.46% | No change | 51,511 | $3.9M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.6% | 49,624 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 48,843 | $3.7M |
| Citigroup Inc. | 0.00% | Add +59.9% | 41,832 | $3.2M |
| Two Sigma Investments, LP | 0.00% | New | 39,100 | $3.0M |
| Firestone Capital Management | 0.53% | No change | 37,363 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +90.8% | 35,524 | $2.7M |
| Parallel Advisors, LLC | 0.04% | No change | 35,605 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +75.0% | 33,131 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 31,742 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 28,734 | $2.2M |
| MML Investors Services, LLC | 0.00% | Add +12.1% | 28,583 | $2.2M |
| Spire Wealth Management | 0.06% | Reduce -9.4% | 27,846 | $2.1M |
| Prosperity Consulting Group, LLC | 0.08% | No change | 26,498 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 26,019 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +58.3% | 24,130 | $1.8M |
| Evolution Advisers, Inc. | 0.66% | No change | 23,796 | $1.8M |
| Solutions 4 Wealth, Ltd | 2.28% | Add +22.7% | 23,299 | $1.8M |
| Willner & Heller, LLC | 1.06% | Add +0.5% | 22,289 | $1.7M |
| FMR LLC | 0.00% | Add +10.2% | 21,631 | $1.6M |
| Creative Planning | 0.00% | Add +73.3% | 18,520 | $1.4M |
| Western Wealth Management, LLC | 0.05% | Add +5.7% | 18,510 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 18,080 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.3M |
| CPC Advisors, LLC | 0.17% | Reduce -5.5% | 16,858 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 15,686 | $1.2M |
| Fiducient Advisors LLC | 0.17% | No change | 15,465 | $1.2M |
| 71 West Capital Partners | 0.04% | No change | 15,369 | $1.2M |
| Financial Solutions Advisory Group, Inc. | 0.14% | No change | 14,490 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 14,440 | $1.1M |
| Mariner, LLC | 0.00% | Add +1.2% | 14,407 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.28% | No change | 14,265 | $1.1M |
| AQR Capital Management | 0.00% | No change | 14,224 | $1.1M |
| JNBA Financial Advisors | 0.08% | Reduce -11.7% | 13,332 | $1.0M |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 13,162 | $997K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -1.6% | 13,152 | $997K |
| Howard Wealth Management, LLC | 0.36% | No change | 12,872 | $975K |
| Condor Capital Management | 0.07% | No change | 12,672 | $960K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -5.2% | 11,799 | $894K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -0.2% | 11,292 | $856K |
| Lido Advisors, LLC | 0.00% | Reduce -1.0% | 11,199 | $849K |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 10,912 | $827K |
| Retirement Investment Advisors, Inc. | 0.06% | Reduce -0.0% | 10,368 | $814K |
| MSH Capital Advisors LLC | 0.14% | No change | 10,387 | $787K |
| Citadel Advisors | 0.00% | New | 10,380 | $786K |
| Armbruster Capital Management, Inc. | 0.11% | No change | 10,117 | $767K |
| SimpliFi, Inc. | 0.29% | Add +1.6% | 9,853 | $747K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,808 | $743K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 9,545 | $723K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.0% | 8,750 | $663K |
| Harmony Asset Management LLC | 0.18% | Add +2.3% | 8,610 | $652K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,172 | $619K |
| BlackRock, Inc. | 0.00% | Add +303.6% | 8,071 | $612K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.9% | 7,834 | $594K |
| Stonebridge Wealth Management, LLC | 0.52% | Add +3.3% | 7,606 | $576K |
| First Heartland Consultants, Inc. | 0.04% | Add +16.7% | 7,280 | $552K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $539K |
| Atria Investments, Inc | 0.01% | Add +15.3% | 6,825 | $517K |
| RDA Financial Network | 0.11% | No change | 6,800 | $515K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -2.4% | 6,750 | $511K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $496K |
| MCF Advisors LLC | 0.02% | No change | 6,500 | $493K |
| Wedmont Private Capital | 0.01% | No change | 6,223 | $485K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 6,359 | $482K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 6,049 | $458K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -6.1% | 5,937 | $450K |
"% of holder's portfolio" is PWV's weight in each manager's 13F, not the share of Invesco Large Cap Value ETF the manager owns.