Invesco Large Cap Value ETFPWVETF
13F holders, Q2 2024 (June 30)146holders +5
11new positions
5sold out
1famous investor
$55.06avg. 13F price*
At the end of Q2 2024, 146 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, up 5 from Q1 2024. 11 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($177.7M), LPL Financial LLC ($59.6M) and Bank of America Corp. ($34.0M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $18.4M |
| Exits | 5 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,107,781 shares bought and 167,358 shares sold, net +940,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Morgan Stanley | 0.01% | Reduce -1.6% | 3,229,179 | $177.7M |
| LPL Financial LLC | 0.03% | Add +11.6% | 1,083,031 | $59.6M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 617,459 | $34.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +2.8% | 518,481 | $28.5M |
| UBS Group AG | 0.01% | Reduce -0.1% | 502,034 | $27.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +377.7% | 367,359 | $20.2M |
| Atlas Private Wealth Advisors | 2.92% | Add +84.2% | 326,168 | $18.0M |
| IAG Wealth Partners, LLC | 3.28% | New | 296,838 | $16.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +17.9% | 210,107 | $11.6M |
| Wharton Business Group, LLC | 0.51% | Reduce -0.6% | 179,262 | $9.9M |
| Wells Fargo & Company | 0.00% | Add +17.3% | 150,547 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 149,208 | $8.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +15.0% | 146,698 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 146,364 | $8.1M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -0.5% | 144,845 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +15.5% | 144,300 | $7.9M |
| Arkadios Wealth Advisors | 0.53% | Add +10.3% | 143,363 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Add +55.1% | 131,822 | $7.3M |
| Ullmann Wealth Partners Group, LLC | 0.96% | Reduce -2.5% | 121,805 | $6.7M |
| Captrust Financial Advisors | 0.02% | Reduce -7.3% | 116,650 | $6.4M |
| Mill Creek Capital Advisors, LLC | 0.15% | No change | 106,295 | $5.9M |
| Regal Investment Advisors LLC | 0.37% | Add +4.6% | 100,630 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Reduce -1.6% | 85,472 | $4.7M |
| Good Life Advisors, LLC | 0.26% | Add +18.4% | 56,932 | $3.1M |
| Cooksen Wealth, LLC | 2.91% | No change | 52,311 | $2.9M |
| Horizon Family Wealth, Inc. | 2.11% | Add +0.6% | 50,425 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +75.5% | 49,008 | $2.7M |
| Main Street Financial Solutions, LLC | 0.21% | Reduce -0.3% | 39,622 | $2.2M |
| Raymond James & Associates | 0.00% | Reduce -1.3% | 39,140 | $2.2M |
| Firestone Capital Management | 0.57% | No change | 38,215 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -4.5% | 37,427 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 36,084 | $2.0M |
| Parallel Advisors, LLC | 0.05% | Reduce -0.6% | 35,150 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -11.6% | 28,502 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 26,639 | $1.5M |
| Prosperity Consulting Group, LLC | 0.20% | No change | 26,498 | $1.5M |
| JNBA Financial Advisors | 0.15% | Reduce -6.3% | 26,449 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +0.2% | 25,730 | $1.4M |
| Philip James Wealth Mangement, LLC | 0.94% | Add +0.5% | 25,716 | $1.4M |
| Willner & Heller, LLC | 1.31% | Reduce -0.2% | 24,797 | $1.4M |
| Evolution Advisers, Inc. | 0.78% | No change | 24,696 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +6.7% | 21,143 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -3.9% | 20,665 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -5.6% | 20,553 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 20,204 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | No change | 19,550 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.1% | 18,647 | $1.0M |
| Waverly Advisors, LLC | 0.02% | Add +4.7% | 18,482 | $1.0M |
| CPC Advisors, LLC | 0.17% | No change | 18,351 | $1.0M |
| Condor Capital Management | 0.10% | No change | 18,155 | $999K |
| MSH Capital Advisors LLC | 0.33% | No change | 18,057 | $994K |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $979K |
| Parker Financial LLC | 0.50% | Reduce -7.5% | 16,542 | $922K |
| Western Wealth Management, LLC | 0.07% | Reduce -1.2% | 16,582 | $913K |
| Fiducient Advisors LLC | 0.12% | New | 15,465 | $851K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -0.2% | 14,651 | $806K |
| Paragon Private Wealth Management, LLC | 0.44% | Reduce -56.8% | 14,265 | $785K |
| Citigroup Inc. | 0.00% | Reduce -15.7% | 13,503 | $743K |
| Howard Wealth Management, LLC | 0.59% | No change | 13,485 | $742K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.2% | 13,389 | $737K |
| Retirement Investment Advisors, Inc. | 0.09% | — | 13,196 | $726K |
| Comerica Bank | 0.00% | Reduce -14.6% | 13,170 | $725K |
| Wealthspire Retirement, LLC | 0.06% | No change | 12,025 | $662K |
| Cornerstone Wealth Management, LLC | 0.05% | No change | 10,755 | $592K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.8% | 10,631 | $585K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.9% | 10,377 | $571K |
| Armbruster Capital Management, Inc. | 0.12% | No change | 10,117 | $557K |
| Strategic Investment Advisors / MI | 0.07% | Reduce -1.8% | 9,905 | $545K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | No change | 9,808 | $540K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 9,403 | $518K |
| FMR LLC | 0.00% | Add +0.7% | 8,933 | $492K |
| SimpliFi, Inc. | 0.23% | Add +1.4% | 8,900 | $490K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 8,832 | $486K |
| Harmony Asset Management LLC | 0.19% | Add +0.2% | 8,201 | $451K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,084 | $445K |
| Prospera Financial Services Inc | 0.01% | No change | 7,826 | $431K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 7,489 | $412K |
| WealthShield Partners, LLC | 0.06% | Reduce -0.6% | 7,451 | $410K |
| Wescott Financial Advisory Group, LLC | 0.05% | No change | 7,119 | $392K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.3% | 7,031 | $387K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $360K |
| MCF Advisors LLC | 0.03% | No change | 6,500 | $358K |
| D. E. Shaw & Co. | 0.00% | New | 6,252 | $344K |
| Wedmont Private Capital | 0.02% | No change | 6,000 | $338K |
| O'Dell Group, LLC | 0.08% | No change | 5,825 | $330K |
| Solutions 4 Wealth, Ltd | 0.71% | New | 5,674 | $312K |
| Sanctuary Advisors, LLC | 0.00% | — | 5,419 | $298K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $297K |
| Financial Perspectives, Inc | 0.11% | Add +0.0% | 5,381 | $296K |
| True Wealth Design, LLC | 0.07% | No change | 5,206 | $287K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +0.4% | 5,145 | $283K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 4,938 | $272K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.0% | 4,600 | $253K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 4,598 | $253K |
| RDA Financial Network | 0.08% | No change | 4,560 | $251K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 4,537 | $250K |
| JPMorgan Chase & Co. | 0.00% | Add +2144.2% | 4,466 | $246K |
| Goldstein Advisors, LLC | 0.04% | No change | 4,432 | $244K |
| IVC Wealth Advisors LLC | 0.13% | No change | 4,290 | $236K |
| Commerce Bank | 0.00% | No change | 4,119 | $227K |
| Betterment LLC | 0.00% | New | 4,084 | $225K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 3,912 | $215K |
| Garden State Investment Advisory Services LLC | 0.07% | New | 3,694 | $203K |
| MRA Advisory Group | 0.12% | Reduce -2.6% | 3,677 | $202K |
| Bank of Montreal | 0.00% | Reduce -38.3% | 3,409 | $189K |
| Criterion Capital Advisors, LLC | 0.11% | No change | 3,155 | $174K |
| Key Financial Inc | 0.04% | No change | 2,785 | $153K |
| Institutional & Family Asset Management, LLC | 0.02% | No change | 2,500 | $138K |
| BlackRock Inc. | 0.00% | No change | 2,000 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,998 | $110K |
| US Bancorp \de | 0.00% | No change | 1,849 | $102K |
| Global Retirement Partners, LLC | 0.00% | Add +4.0% | 1,552 | $85K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -26.1% | 1,295 | $75K |
| Blair William & Co. | 0.00% | Reduce -7.4% | 1,350 | $74K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,175 | $65K |
| First Personal Financial Services | 0.01% | No change | 802 | $44K |
| ORG Partners LLC | 0.01% | New | 797 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -74.7% | 762 | $42K |
| Private Capital Management LLC | 0.01% | Reduce -8.4% | 695 | $38K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 670 | $37K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.6% | 668 | $37K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $35K |
| NewEdge Advisors, LLC | 0.00% | Add +123.9% | 553 | $30K |
| Glenmede Trust Co. NA | 0.00% | No change | 548 | $30K |
| Fifth Third Bancorp | 0.00% | No change | 518 | $29K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 517 | $28K |
| Jones Financial Companies LLLP | 0.00% | New | 514 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 516 | $28K |
| Assetmark, Inc. | 0.00% | New | 413 | $23K |
| Ridgewood Investments LLC | 0.01% | New | 350 | $19K |
| Hanson & Doremus Investment Management | 0.00% | Add +593.6% | 326 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 320 | $18K |
| Franklin Resources Inc. | 0.00% | No change | 299 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 292 | $16K |
| Cwm, LLC | 0.00% | Add +0.4% | 262 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 229 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $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% | No change | 118 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $6K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 56 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.5% | 40 | $2K |
| NFSG Corp | 0.00% | No change | 38 | $2K |
| Realta Investment Advisors | 0.00% | No change | 34 | $2K |
"% 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.