Invesco Large Cap Value ETFPWVETF
13F holders, Q1 2024 (March 31)141holders
1famous investor
$56.67avg. 13F price*
At the end of Q1 2024, 141 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings. The largest holders were Morgan Stanley ($186.0M), LPL Financial LLC ($55.0M) and Bank of America Corp. ($35.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $11.3M |
| Exits | 8 | $1.9M |
Ownership 141 holders
| Morgan Stanley | 0.01% | Reduce -5.6% | 3,281,409 | $186.0M |
| LPL Financial LLC | 0.03% | Add +4.4% | 970,364 | $55.0M |
| Bank of America Corp. | 0.00% | Add +3.3% | 630,545 | $35.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.3% | 504,604 | $28.6M |
| UBS Group AG | 0.01% | Reduce -4.1% | 502,279 | $28.5M |
| Wharton Business Group, LLC | 0.49% | No change | 180,417 | $10.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.5% | 178,223 | $10.1M |
| Atlas Private Wealth Advisors | 3.35% | Reduce -54.7% | 177,071 | $10.0M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -0.9% | 145,559 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 144,878 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.5% | 138,690 | $7.9M |
| Arkadios Wealth Advisors | 0.57% | Reduce -0.0% | 129,922 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 128,326 | $7.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +178.1% | 127,579 | $7.2M |
| Captrust Financial Advisors | 0.03% | Reduce -12.7% | 125,865 | $7.1M |
| Ullmann Wealth Partners Group, LLC | 1.05% | Reduce -0.3% | 124,979 | $7.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.8% | 124,979 | $7.1M |
| Mill Creek Capital Advisors, LLC | 0.16% | No change | 106,295 | $6.0M |
| Regal Investment Advisors LLC | 0.37% | New | 96,200 | $5.5M |
| Equitable Holdings, Inc. | 0.06% | Reduce -4.9% | 86,848 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -60.4% | 85,005 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.1% | 76,895 | $4.4M |
| Cooksen Wealth, LLC | 3.08% | No change | 52,311 | $3.0M |
| Horizon Family Wealth, Inc. | 2.19% | Add +0.5% | 50,131 | $2.8M |
| Good Life Advisors, LLC | 0.24% | Add +16.5% | 48,106 | $2.7M |
| Main Street Financial Solutions, LLC | 0.24% | Reduce -1.3% | 39,747 | $2.3M |
| Raymond James & Associates | 0.00% | Reduce -25.0% | 39,650 | $2.2M |
| Cetera Investment Advisers | 0.01% | Add +357.5% | 39,212 | $2.2M |
| Firestone Capital Management | 0.60% | New | 38,215 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +0.2% | 35,960 | $2.0M |
| Parallel Advisors, LLC | 0.05% | No change | 35,346 | $2.0M |
| Paragon Private Wealth Management, LLC | 1.11% | No change | 32,990 | $1.9M |
| Spire Wealth Management | 0.03% | Add +2.1% | 32,243 | $1.8M |
| JNBA Financial Advisors | 0.17% | Reduce -5.6% | 28,240 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.2% | 27,932 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.6% | 26,581 | $1.5M |
| Prosperity Consulting Group, LLC | 0.19% | New | 26,498 | $1.5M |
| Philip James Wealth Mangement, LLC | 1.03% | Reduce -7.8% | 25,580 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +49.7% | 25,684 | $1.4M |
| Willner & Heller, LLC | 1.40% | Add +0.4% | 24,854 | $1.4M |
| Evolution Advisers, Inc. | 0.83% | No change | 24,696 | $1.4M |
| MML Investors Services, LLC | 0.01% | Add +0.8% | 21,763 | $1.2M |
| Mariner, LLC | 0.00% | No change | 21,512 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +41.1% | 19,932 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.7% | 19,824 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.9% | 19,550 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +10.1% | 18,844 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.9% | 18,415 | $1.0M |
| CPC Advisors, LLC | 0.18% | Reduce -3.8% | 18,351 | $1.0M |
| Condor Capital Management | 0.10% | Reduce -36.7% | 18,155 | $1.0M |
| MSH Capital Advisors LLC | 0.36% | No change | 18,057 | $1.0M |
| Parker Financial LLC | 0.58% | Reduce -9.7% | 17,890 | $1.0M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.0M |
| Waverly Advisors, LLC | 0.02% | New | 17,658 | $1.0M |
| Western Wealth Management, LLC | 0.07% | Reduce -0.4% | 16,786 | $951K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 16,008 | $907K |
| Comerica Bank | 0.00% | Reduce -0.9% | 15,423 | $874K |
| Institute for Wealth Management, LLC. | 0.11% | Add +0.1% | 14,684 | $832K |
| Howard Wealth Management, LLC | 0.62% | No change | 13,485 | $764K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +35.6% | 13,417 | $760K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -2.6% | 12,025 | $682K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.4% | 11,150 | $632K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -5.1% | 10,755 | $610K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.5% | 10,718 | $607K |
| Armbruster Capital Management, Inc. | 0.12% | No change | 10,117 | $573K |
| Strategic Investment Advisors / MI | 0.07% | Reduce -2.3% | 10,090 | $572K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +0.1% | 9,808 | $556K |
| Rockwood Wealth Management, LLC | 0.07% | No change | 9,403 | $533K |
| FMR LLC | 0.00% | Add +12.4% | 8,874 | $503K |
| Bedel Financial Consulting, Inc. | 0.08% | No change | 8,832 | $501K |
| SimpliFi, Inc. | 0.23% | Reduce -20.7% | 8,781 | $498K |
| Gsa Capital Partners LLP | 0.04% | Reduce -28.7% | 8,335 | $472K |
| Harmony Asset Management LLC | 0.19% | Add +23.9% | 8,185 | $464K |
| Clearstead Advisors, LLC | 0.02% | Add +0.1% | 8,072 | $450K |
| Prospera Financial Services Inc | 0.01% | No change | 7,826 | $444K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.9% | 7,530 | $427K |
| WealthShield Partners, LLC | 0.07% | Reduce -3.6% | 7,498 | $425K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.4% | 7,125 | $404K |
| Wescott Financial Advisory Group, LLC | 0.05% | No change | 7,119 | $404K |
| TCTC Holdings, LLC | 0.01% | Reduce -18.8% | 6,547 | $371K |
| MCF Advisors LLC | 0.03% | No change | 6,500 | $368K |
| Wedmont Private Capital | 0.02% | No change | 6,000 | $338K |
| O'Dell Group, LLC | 0.08% | No change | 5,825 | $330K |
| Bank of Montreal | 0.00% | Reduce -2.3% | 5,521 | $313K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $305K |
| Financial Perspectives, Inc | 0.12% | Reduce -14.0% | 5,380 | $305K |
| True Wealth Design, LLC | 0.07% | No change | 5,206 | $295K |
| Citadel Advisors | 0.00% | Reduce -75.7% | 5,187 | $294K |
| Buckingham Strategic Wealth, LLC | 0.00% | No change | 5,123 | $290K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 4,938 | $280K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 4,590 | $261K |
| RDA Financial Network | 0.09% | No change | 4,560 | $258K |
| Alpha Cubed Investments, LLC | 0.01% | Add +0.1% | 4,537 | $257K |
| Goldstein Advisors, LLC | 0.04% | Reduce -2.7% | 4,432 | $251K |
| HB Wealth Management, LLC | 0.00% | New | 4,386 | $249K |
| IVC Wealth Advisors LLC | 0.14% | No change | 4,290 | $243K |
| Commerce Bank | 0.00% | New | 4,119 | $233K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 3,912 | $222K |
| LexAurum Advisors, LLC | 0.06% | New | 3,832 | $217K |
| MRA Advisory Group | 0.13% | Reduce -14.0% | 3,777 | $214K |
| Advisor Resource Council | 0.09% | New | 4,192 | $213K |
| Criterion Capital Advisors, LLC | 0.12% | No change | 3,155 | $179K |
| EPG Wealth Management LLC | 0.04% | Add +0.2% | 3,007 | $170K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.3% | 3,007 | $170K |
| Key Financial Inc | 0.04% | No change | 2,785 | $158K |
| Institutional & Family Asset Management, LLC | 0.02% | No change | 2,500 | $142K |
| BlackRock Inc. | 0.00% | No change | 2,000 | $113K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,998 | $113K |
| US Bancorp \de | 0.00% | No change | 1,849 | $105K |
| Cambridge Trust Co. | 0.00% | No change | 1,710 | $97K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +35.4% | 1,753 | $95K |
| Qube Research & Technologies Ltd | 0.00% | No change | 1,579 | $89K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,492 | $85K |
| Blair William & Co. | 0.00% | Add +8.0% | 1,458 | $83K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,175 | $67K |
| First Personal Financial Services | 0.01% | No change | 802 | $45K |
| Private Capital Management LLC | 0.01% | New | 759 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 670 | $38K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.5% | 664 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $36K |
| Glenmede Trust Co. NA | 0.00% | No change | 548 | $31K |
| Fifth Third Bancorp | 0.00% | No change | 518 | $29K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 517 | $29K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.2% | 516 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 320 | $18K |
| Franklin Resources Inc. | 0.00% | No change | 299 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 292 | $17K |
| Cwm, LLC | 0.00% | Add +0.4% | 261 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 247 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $11K |
| JPMorgan Chase & Co. | 0.00% | No change | 199 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 181 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 120 | $7K |
| First Command Advisory Services, Inc. | 0.00% | New | 118 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $6K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 56 | $3K |
| Hanson & Doremus Investment Management | 0.00% | New | 47 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $2K |
| NFSG Corp | 0.00% | No change | 38 | $2K |
| Realta Investment Advisors | 0.00% | New | 34 | $2K |
| Activest Wealth Management | 0.00% | Reduce -99.3% | 1 | $78 |
"% 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.