Invesco Large Cap Value ETFPWVETF
13F holders, Q3 2024 (September 30)158holders +12
18new positions
5sold out
$58.32avg. 13F price*
At the end of Q3 2024, 158 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, up 12 from Q2 2024. 18 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($198.9M), LPL Financial LLC ($65.8M) and Bank of America Corp. ($36.1M).
- Company
- Invesco Large Cap Value ETF
- CUSIP
- 46137V738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.8M |
| Exits | 5 | $518K |
All 13F filers, Q2 2024 → Q3 2024: 729,495 shares bought and 252,196 shares sold, net +477,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Morgan Stanley | 0.01% | Add +5.6% | 3,410,552 | $198.9M |
| LPL Financial LLC | 0.03% | Add +4.2% | 1,128,788 | $65.8M |
| Bank of America Corp. | 0.00% | Add +0.4% | 619,836 | $36.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.3% | 535,615 | $31.2M |
| UBS Group AG | 0.01% | Add +0.0% | 502,133 | $29.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +14.7% | 421,461 | $24.6M |
| IAG Wealth Partners, LLC | 3.26% | Add +1.9% | 302,601 | $17.6M |
| Atlas Private Wealth Advisors | 2.00% | Reduce -27.4% | 236,866 | $13.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.1% | 203,481 | $11.9M |
| PFG Private Wealth Management, LLC | 6.19% | New | 183,092 | $10.7M |
| Wharton Business Group, LLC | 0.47% | No change | 179,262 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.1% | 168,391 | $9.8M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 154,017 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 149,515 | $8.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.5% | 147,381 | $8.6M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +0.8% | 146,024 | $8.5M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -8.6% | 131,846 | $7.7M |
| Ullmann Wealth Partners Group, LLC | 0.93% | Add +1.7% | 123,919 | $7.2M |
| Good Life Advisors, LLC | 0.44% | Add +116.0% | 122,942 | $7.2M |
| Arkadios Wealth Advisors | 0.40% | Reduce -15.2% | 121,550 | $7.1M |
| Captrust Financial Advisors | 0.02% | Reduce -2.6% | 113,655 | $6.6M |
| Regal Investment Advisors LLC | 0.46% | Add +11.0% | 111,707 | $6.5M |
| Equitable Holdings, Inc. | 0.05% | Add +0.1% | 85,592 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.1% | 85,497 | $5.0M |
| Mill Creek Capital Advisors, LLC | 0.10% | Reduce -35.1% | 69,013 | $4.0M |
| Cooksen Wealth, LLC | 2.85% | No change | 52,311 | $3.1M |
| Horizon Family Wealth, Inc. | 2.11% | Add +0.5% | 50,690 | $3.0M |
| Raymond James & Associates | 0.00% | Add +18.6% | 46,403 | $2.7M |
| Main Street Financial Solutions, LLC | 0.21% | No change | 39,622 | $2.3M |
| Firestone Capital Management | 0.55% | Reduce -1.8% | 37,513 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 36,851 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -2.4% | 36,549 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -28.2% | 35,173 | $2.1M |
| Parallel Advisors, LLC | 0.05% | No change | 35,150 | $2.0M |
| Spire Wealth Management | 0.06% | Add +15.1% | 32,814 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 26,544 | $1.5M |
| Prosperity Consulting Group, LLC | 0.12% | No change | 26,498 | $1.5M |
| JNBA Financial Advisors | 0.15% | Reduce -0.5% | 26,317 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 26,080 | $1.5M |
| Philip James Wealth Mangement, LLC | 0.19% | Add +0.5% | 25,849 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -0.1% | 25,702 | $1.5M |
| Willner & Heller, LLC | 1.29% | Add +0.5% | 24,911 | $1.5M |
| Evolution Advisers, Inc. | 0.77% | Reduce -1.6% | 24,300 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 20,899 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 20,577 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 20,177 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | No change | 19,550 | $1.1M |
| Waverly Advisors, LLC | 0.02% | Add +0.1% | 18,502 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.2% | 18,235 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -12.3% | 18,124 | $1.1M |
| MSH Capital Advisors LLC | 0.32% | No change | 18,057 | $1.1M |
| CPC Advisors, LLC | 0.16% | Reduce -1.8% | 18,023 | $1.1M |
| Condor Capital Management | 0.09% | Reduce -1.6% | 17,855 | $1.0M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Add +1.2% | 16,786 | $979K |
| Comerica Bank | 0.00% | Add +23.1% | 16,212 | $946K |
| Fiducient Advisors LLC | 0.10% | No change | 15,465 | $902K |
| Maia Wealth LLC | 0.21% | New | 14,623 | $860K |
| Institute for Wealth Management, LLC. | 0.11% | Add +0.0% | 14,657 | $855K |
| Paragon Private Wealth Management, LLC | 0.41% | No change | 14,265 | $832K |
| Parker Financial LLC | 0.39% | Reduce -18.4% | 13,492 | $787K |
| Howard Wealth Management, LLC | 0.46% | No change | 13,485 | $786K |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 13,358 | $779K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.7% | 13,293 | $775K |
| Retirement Investment Advisors, Inc. | 0.08% | Reduce -4.5% | 12,598 | $735K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -0.3% | 11,990 | $699K |
| Cornerstone Wealth Management, LLC | 0.04% | No change | 10,755 | $627K |
| Armbruster Capital Management, Inc. | 0.12% | No change | 10,117 | $590K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.7% | 10,029 | $585K |
| Benjamin Edwards Inc. | 0.01% | New | 9,808 | $572K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 9,403 | $548K |
| FMR LLC | 0.00% | Add +4.0% | 9,293 | $542K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.9% | 9,139 | $533K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -9.5% | 8,964 | $523K |
| SimpliFi, Inc. | 0.23% | Add +0.1% | 8,909 | $520K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 8,832 | $515K |
| JPMorgan Chase & Co. | 0.00% | Add +94.7% | 8,695 | $507K |
| Harmony Asset Management LLC | 0.18% | Add +1.7% | 8,340 | $486K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,094 | $472K |
| Prospera Financial Services Inc | 0.01% | No change | 7,826 | $456K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 7,484 | $436K |
| WealthShield Partners, LLC | 0.06% | Reduce -2.9% | 7,233 | $422K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $415K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.2% | 6,945 | $405K |
| Susquehanna International Group, LLP | 0.00% | Add +46.6% | 6,746 | $393K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $382K |
| MCF Advisors LLC | 0.03% | No change | 6,500 | $379K |
| RDA Financial Network | 0.11% | Add +38.6% | 6,320 | $369K |
| Wedmont Private Capital | 0.02% | No change | 6,000 | $351K |
| O'Dell Group, LLC | 0.08% | No change | 5,825 | $340K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $314K |
| Financial Perspectives, Inc | 0.11% | Add +0.0% | 5,383 | $314K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.5% | 5,064 | $311K |
| True Wealth Design, LLC | 0.12% | No change | 5,206 | $304K |
| Focus Partners Wealth | 0.00% | New | 5,145 | $300K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 4,938 | $288K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 4,605 | $269K |
| Betterment LLC | 0.00% | Add +12.7% | 4,602 | $268K |
| Wesbanco Bank Inc. | 0.01% | New | 4,569 | $266K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 4,537 | $265K |
"% 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.