Invesco Large Cap Value ETFPWVETF
13F holders, Q4 2024 (December 31)158holders
8new positions
10sold out
$56.89avg. 13F price*
At the end of Q4 2024, 158 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, unchanged from Q3 2024. 8 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($208.6M), LPL Financial LLC ($59.8M) and Bank of America Corp. ($35.7M).
- Company
- Invesco Large Cap Value ETF
- CUSIP
- 46137V738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $956K |
| Exits | 10 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 476,297 shares bought and 438,656 shares sold, net +37,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Morgan Stanley | 0.01% | Add +7.6% | 3,668,338 | $208.6M |
| LPL Financial LLC | 0.02% | Reduce -6.8% | 1,052,031 | $59.8M |
| Bank of America Corp. | 0.00% | Add +1.4% | 628,382 | $35.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.5% | 543,778 | $30.9M |
| UBS Group AG | 0.01% | Add +0.1% | 502,394 | $28.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.1% | 434,432 | $24.7M |
| IAG Wealth Partners, LLC | 2.84% | Reduce -6.4% | 283,338 | $16.1M |
| Atlas Private Wealth Advisors | 2.24% | Add +17.1% | 277,302 | $15.8M |
| Raymond James Financial Inc. | 0.01% | — | 258,292 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 184,958 | $10.5M |
| Wharton Business Group, LLC | 0.45% | Reduce -1.4% | 176,772 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 148,282 | $8.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +12.2% | 147,925 | $8.4M |
| Wells Fargo & Company | 0.00% | Reduce -4.3% | 147,386 | $8.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.3% | 146,995 | $8.4M |
| Cullen/Frost Bankers, Inc. | 0.11% | Reduce -0.3% | 145,594 | $8.3M |
| Regal Investment Advisors LLC | 0.52% | Add +9.8% | 122,613 | $7.0M |
| Ullmann Wealth Partners Group, LLC | 0.88% | Reduce -3.5% | 119,623 | $6.8M |
| Arkadios Wealth Advisors | 0.37% | Reduce -3.2% | 117,683 | $6.7M |
| Captrust Financial Advisors | 0.02% | Reduce -2.8% | 110,514 | $6.3M |
| Stonebridge Financial Group, LLC | 0.68% | — | 109,170 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +26.5% | 108,167 | $6.2M |
| Equitable Holdings, Inc. | 0.05% | Reduce -1.5% | 84,283 | $4.8M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 69,013 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +86.5% | 65,580 | $3.7M |
| Good Life Advisors, LLC | 0.27% | Reduce -47.4% | 64,676 | $3.7M |
| Cooksen Wealth, LLC | 2.74% | No change | 52,311 | $3.0M |
| Horizon Family Wealth, Inc. | 1.93% | Add +0.5% | 50,950 | $2.9M |
| AGH Wealth Advisors, LLC | 2.38% | — | 45,223 | $2.6M |
| Main Street Financial Solutions, LLC | 0.22% | Reduce -0.5% | 39,422 | $2.2M |
| Firestone Capital Management | 0.53% | No change | 37,513 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 37,262 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 36,769 | $2.1M |
| Parallel Advisors, LLC | 0.05% | No change | 35,150 | $2.0M |
| Spire Wealth Management | 0.06% | Add +0.9% | 33,106 | $1.9M |
| Prosperity Consulting Group, LLC | 0.11% | No change | 26,498 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.9% | 26,308 | $1.5M |
| JNBA Financial Advisors | 0.15% | Reduce -3.6% | 25,378 | $1.4M |
| Willner & Heller, LLC | 1.25% | Add +0.5% | 25,023 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -3.3% | 24,858 | $1.4M |
| Philip James Wealth Mangement, LLC | 0.19% | Reduce -3.9% | 24,844 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +183.9% | 24,686 | $1.4M |
| Maia Wealth LLC | 0.30% | Add +60.2% | 23,422 | $1.4M |
| Evolution Advisers, Inc. | 0.76% | No change | 24,300 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 20,717 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -1.3% | 20,316 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.6% | 18,850 | $1.1M |
| Waverly Advisors, LLC | 0.02% | Add +0.1% | 18,522 | $1.1M |
| Mariner, LLC | 0.00% | No change | 18,124 | $1.0M |
| MSH Capital Advisors LLC | 0.32% | No change | 18,057 | $1.0M |
| CPC Advisors, LLC | 0.14% | No change | 18,023 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 18,008 | $1.0M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.0M |
| Condor Capital Management | 0.09% | Reduce -0.4% | 17,776 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -15.8% | 16,980 | $966K |
| Comerica Bank | 0.00% | Add +2.0% | 16,537 | $941K |
| Western Wealth Management, LLC | 0.05% | Reduce -3.2% | 16,249 | $924K |
| Fiducient Advisors LLC | 0.11% | No change | 15,465 | $880K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -0.3% | 14,611 | $831K |
| Paragon Private Wealth Management, LLC | 0.37% | No change | 14,265 | $811K |
| Howard Wealth Management, LLC | 0.41% | Reduce -0.3% | 13,447 | $765K |
| Wealthspire Retirement, LLC | 0.05% | No change | 11,990 | $682K |
| Citigroup Inc. | 0.00% | Reduce -15.9% | 11,227 | $639K |
| Cornerstone Wealth Management, LLC | 0.04% | No change | 10,755 | $612K |
| Retirement Investment Advisors, Inc. | 0.06% | Reduce -16.6% | 10,502 | $597K |
| Parker Financial LLC | 0.29% | Reduce -22.2% | 10,500 | $597K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.6% | 10,377 | $590K |
| Armbruster Capital Management, Inc. | 0.12% | No change | 10,117 | $575K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 10,003 | $569K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,808 | $558K |
| FMR LLC | 0.00% | Add +1.2% | 9,405 | $535K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 9,403 | $533K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 8,832 | $532K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.6% | 9,243 | $526K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -0.6% | 8,911 | $507K |
| SimpliFi, Inc. | 0.23% | Reduce -0.3% | 8,878 | $505K |
| Harmony Asset Management LLC | 0.19% | Reduce -1.0% | 8,256 | $470K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,105 | $461K |
| Focus Partners Wealth | 0.00% | Add +56.4% | 8,047 | $458K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.4% | 7,640 | $435K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.6% | 7,437 | $423K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $405K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -46.6% | 7,104 | $404K |
| WealthShield Partners, LLC | 0.06% | Reduce -2.3% | 7,068 | $402K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.2% | 6,928 | $394K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $372K |
| MCF Advisors LLC | 0.03% | No change | 6,500 | $370K |
| RDA Financial Network | 0.11% | Add +0.5% | 6,350 | $361K |
| Wedmont Private Capital | 0.02% | Add +3.7% | 6,223 | $352K |
| Bank of New York Mellon Corp | 0.00% | New | 5,859 | $333K |
| O'Dell Group, LLC | 0.07% | No change | 5,825 | $331K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $306K |
| Financial Perspectives, Inc | 0.10% | Add +0.0% | 5,384 | $306K |
| True Wealth Design, LLC | 0.11% | No change | 5,206 | $296K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 4,938 | $281K |
| Independent Advisor Alliance | 0.00% | New | 4,835 | $275K |
| Betterment LLC | 0.00% | Add +1.3% | 4,660 | $265K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 4,612 | $262K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,569 | $260K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -0.1% | 4,532 | $258K |
"% 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.