Invesco Large Cap Value ETFPWVETF
13F holders, Q1 2025 (March 31)160holders +2
13new positions
10sold out
1famous investor
$59.48avg. 13F price*
At the end of Q1 2025, 160 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, up 2 from Q4 2024. 13 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($222.2M), LPL Financial LLC ($72.6M) and Bank of America Corp. ($38.1M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.2M |
| Exits | 10 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 673,776 shares bought and 142,887 shares sold, net +530,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Morgan Stanley | 0.02% | Add +1.8% | 3,733,246 | $222.2M |
| LPL Financial LLC | 0.03% | Add +16.0% | 1,220,382 | $72.6M |
| Bank of America Corp. | 0.00% | Add +1.9% | 640,036 | $38.1M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.8% | 539,264 | $32.1M |
| UBS Group AG | 0.01% | Reduce -0.7% | 498,923 | $29.7M |
| Atlas Private Wealth Advisors | 3.79% | Add +64.7% | 456,583 | $27.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.3% | 448,817 | $26.7M |
| IAG Wealth Partners, LLC | 2.68% | Add +2.4% | 290,032 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 262,270 | $15.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 186,248 | $11.1M |
| Wharton Business Group, LLC | 0.48% | Add +1.3% | 179,107 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 155,909 | $9.3M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +2.7% | 149,542 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 147,835 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.3% | 146,547 | $8.7M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -4.9% | 140,663 | $8.4M |
| Regal Investment Advisors LLC | 0.62% | Add +5.3% | 129,153 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Add +8.5% | 117,363 | $7.0M |
| Arkadios Wealth Advisors | 0.25% | Reduce -4.4% | 112,502 | $6.7M |
| Ullmann Wealth Partners Group, LLC | 0.87% | Reduce -7.8% | 110,247 | $6.6M |
| Captrust Financial Advisors | 0.02% | Reduce -0.4% | 110,024 | $6.5M |
| Stonebridge Financial Group, LLC | 0.69% | Reduce -0.7% | 108,391 | $6.5M |
| Equitable Holdings, Inc. | 0.06% | Add +24.6% | 105,038 | $6.3M |
| Good Life Advisors, LLC | 0.32% | Add +19.7% | 77,440 | $4.6M |
| Mill Creek Capital Advisors, LLC | 0.10% | No change | 69,013 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.3% | 58,178 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | New | 58,122 | $3.5M |
| Horizon Family Wealth, Inc. | 2.04% | Add +0.7% | 51,299 | $3.1M |
| Cooksen Wealth, LLC | 3.01% | No change | 52,311 | $3.0M |
| AGH Wealth Advisors, LLC | 2.64% | Add +1.6% | 45,937 | $2.7M |
| Main Street Financial Solutions, LLC | 0.20% | No change | 39,422 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 36,944 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.9% | 36,926 | $2.2M |
| Parallel Advisors, LLC | 0.05% | No change | 35,150 | $2.1M |
| Spire Wealth Management | 0.06% | Add +0.4% | 33,249 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +20.5% | 29,745 | $1.8M |
| Prosperity Consulting Group, LLC | 0.12% | No change | 26,498 | $1.6M |
| Evolution Advisers, Inc. | 0.76% | No change | 24,300 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +0.9% | 25,091 | $1.4M |
| Willner & Heller, LLC | 1.32% | Reduce -4.2% | 23,972 | $1.4M |
| Philip James Wealth Mangement, LLC | 0.18% | Reduce -4.8% | 23,662 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.3% | 22,537 | $1.3M |
| Maia Wealth LLC | 0.30% | Add +0.9% | 23,644 | $1.3M |
| JNBA Financial Advisors | 0.13% | Reduce -16.2% | 21,265 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +3.3% | 20,977 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | New | 20,000 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 19,057 | $1.1M |
| FMR LLC | 0.00% | Add +100.8% | 18,885 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 18,548 | $1.1M |
| Mariner, LLC | 0.00% | Add +2.2% | 18,524 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +1.2% | 18,218 | $1.1M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -18.3% | 16,932 | $1.0M |
| Comerica Bank | 0.00% | Add +0.8% | 16,666 | $992K |
| Western Wealth Management, LLC | 0.06% | Add +1.0% | 16,418 | $977K |
| CPC Advisors, LLC | 0.13% | Reduce -9.2% | 16,368 | $974K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 16,291 | $969K |
| Fiducient Advisors LLC | 0.12% | No change | 15,465 | $920K |
| Condor Capital Management | 0.08% | Reduce -16.0% | 14,937 | $889K |
| Institute for Wealth Management, LLC. | 0.11% | Add +0.0% | 14,613 | $870K |
| Paragon Private Wealth Management, LLC | 0.39% | No change | 14,265 | $849K |
| MSH Capital Advisors LLC | 0.25% | Reduce -24.9% | 13,557 | $807K |
| Howard Wealth Management, LLC | 0.45% | No change | 13,447 | $800K |
| AQR Capital Management | 0.00% | New | 12,148 | $723K |
| Citigroup Inc. | 0.00% | Add +4.9% | 11,776 | $701K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -5.6% | 11,315 | $673K |
| Cornerstone Wealth Management, LLC | 0.04% | No change | 10,755 | $640K |
| Retirement Investment Advisors, Inc. | 0.06% | Reduce -1.0% | 10,401 | $619K |
| Armbruster Capital Management, Inc. | 0.12% | No change | 10,117 | $602K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,808 | $584K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.2% | 9,784 | $582K |
| Creative Planning | 0.00% | New | 9,760 | $581K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 9,479 | $564K |
| SimpliFi, Inc. | 0.24% | Add +0.7% | 8,939 | $532K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 8,832 | $509K |
| Harmony Asset Management LLC | 0.21% | Add +0.7% | 8,310 | $495K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -8.8% | 8,130 | $484K |
| Clearstead Advisors, LLC | 0.01% | Add +0.2% | 8,119 | $483K |
| Focus Partners Wealth | 0.00% | No change | 8,047 | $479K |
| Northern Trust Corp. | 0.00% | New | 7,737 | $460K |
| Parker Financial LLC | 0.22% | Reduce -27.0% | 7,669 | $456K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 7,594 | $452K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $424K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.4% | 7,110 | $423K |
| Geneos Wealth Management Inc. | 0.01% | No change | 6,928 | $412K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.5% | 6,797 | $404K |
| Susquehanna International Group, LLP | 0.00% | New | 6,684 | $398K |
| WealthShield Partners, LLC | 0.05% | Reduce -5.6% | 6,673 | $397K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -6.9% | 6,611 | $393K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $390K |
| MCF Advisors LLC | 0.03% | No change | 6,500 | $387K |
| RDA Financial Network | 0.11% | No change | 6,350 | $378K |
| Rockwood Wealth Management, LLC | 0.04% | Reduce -35.7% | 6,049 | $360K |
| Wedmont Private Capital | 0.02% | No change | 6,223 | $339K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,680 | $338K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $321K |
| Financial Perspectives, Inc | 0.11% | Add +0.0% | 5,386 | $321K |
| True Wealth Design, LLC | 0.12% | No change | 5,206 | $310K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 4,938 | $294K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,840 | $288K |
| Solutions 4 Wealth, Ltd | 0.49% | Add +3.7% | 4,629 | $275K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,569 | $272K |
| Alpha Cubed Investments, LLC | 0.01% | Add +0.0% | 4,533 | $270K |
| Goldstein Advisors, LLC | 0.04% | Add +1.0% | 4,460 | $265K |
| Cerity Partners LLC | 0.00% | Reduce -4.7% | 4,397 | $262K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.1% | 4,364 | $260K |
| IVC Wealth Advisors LLC | 0.14% | No change | 4,290 | $255K |
| Beacon Investment Advisors LLC | 0.12% | New | 4,123 | $245K |
| Commerce Bank | 0.00% | No change | 4,119 | $245K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.7% | 4,074 | $242K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.1% | 3,871 | $230K |
| Farther Finance Advisors, LLC | 0.01% | No change | 3,806 | $226K |
| Betterment LLC | 0.00% | Reduce -19.7% | 3,740 | $223K |
| MRA Advisory Group | 0.12% | No change | 3,655 | $218K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.3% | 3,616 | $215K |
| Nestegg Advisors, Inc. | 0.23% | Add +0.7% | 3,604 | $214K |
| Mason & Associates Inc | 0.05% | New | 3,460 | $206K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,155 | $188K |
| Bank of Montreal | 0.00% | Reduce -8.4% | 3,123 | $186K |
| Key Financial Inc | 0.04% | No change | 2,785 | $166K |
| Cwm, LLC | 0.00% | Add +0.7% | 2,380 | $142K |
| BlackRock, Inc. | 0.00% | No change | 2,000 | $119K |
| Jones Financial Companies LLLP | 0.00% | Add +162.1% | 2,013 | $118K |
| Glenmede Trust Co. NA | 0.00% | Add +3.3% | 1,908 | $114K |
| US Bancorp \de | 0.00% | No change | 1,814 | $108K |
| Eastern Bank | 0.00% | No change | 1,710 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.8% | 1,536 | $91K |
| Blair William & Co. | 0.00% | No change | 1,350 | $80K |
| MAI Capital Management | 0.00% | No change | 1,338 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,295 | $77K |
| AE Wealth Management LLC | 0.00% | Add +8414.3% | 1,192 | $71K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,175 | $70K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -69.2% | 1,080 | $64K |
| Private Trust Co. NA | 0.01% | Add +69.4% | 901 | $54K |
| Ascentis Wealth Management, LLC | 0.01% | New | 781 | $46K |
| SouthState Bank Corp | 0.00% | New | 695 | $41K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.7% | 680 | $40K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 670 | $40K |
| Lanark Financial, Inc. | 0.00% | — | 650 | $38K |
| NewEdge Advisors, LLC | 0.00% | No change | 553 | $33K |
| Fifth Third Bancorp | 0.00% | No change | 518 | $31K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 517 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 516 | $30K |
| Bellwether Advisors, LLC | 0.01% | Add +0.7% | 427 | $25K |
| Assetmark, Inc. | 0.00% | Reduce -19.5% | 413 | $25K |
| Noble Wealth Management PBC | 0.01% | Reduce -8.8% | 350 | $21K |
| Ridgewood Investments LLC | 0.01% | No change | 350 | $21K |
| NBZ Investment Advisors LLC | 0.01% | No change | 335 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 320 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 326 | $19K |
| Franklin Resources Inc. | 0.00% | No change | 299 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 292 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 229 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $12K |
| Tucker Asset Management LLC | 0.00% | No change | 181 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 120 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 58 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 40 | $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.