Invesco Large Cap Value ETFPWVETF
13F holders, Q2 2025 (June 30)169holders +9
13new positions
5sold out
1famous investor
$62.14avg. 13F price*
At the end of Q2 2025, 169 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, up 9 from Q1 2025. 13 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($232.1M), LPL Financial LLC ($85.2M) and Bank of America Corp. ($48.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $12.3M |
| Exits | 5 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 707,309 shares bought and 133,222 shares sold, net +574,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Morgan Stanley | 0.02% | Add +0.1% | 3,735,207 | $232.1M |
| LPL Financial LLC | 0.03% | Add +12.4% | 1,371,551 | $85.2M |
| Bank of America Corp. | 0.00% | Add +20.9% | 774,088 | $48.1M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.1% | 538,770 | $33.5M |
| UBS Group AG | 0.01% | Reduce -0.2% | 497,818 | $30.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.9% | 479,940 | $29.8M |
| Atlas Private Wealth Advisors | 3.59% | Reduce -1.6% | 449,363 | $27.9M |
| IAG Wealth Partners, LLC | 2.55% | Add +6.9% | 310,057 | $19.3M |
| Raymond James Financial Inc. | 0.01% | Add +0.5% | 263,460 | $16.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 194,151 | $12.1M |
| Wells Fargo & Company | 0.00% | Add +11.8% | 174,323 | $10.8M |
| Wharton Business Group, LLC | 0.45% | Reduce -4.9% | 170,370 | $10.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +9.1% | 153,455 | $9.5M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +1.1% | 151,182 | $9.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.7% | 144,025 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 141,194 | $8.8M |
| Regal Investment Advisors LLC | 0.61% | Add +2.0% | 131,708 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +8.1% | 126,878 | $7.9M |
| Stratos Investment Management, LLC | 0.35% | New | 122,026 | $7.6M |
| Ullmann Wealth Partners Group, LLC | 0.81% | Add +0.0% | 110,267 | $6.9M |
| Stonebridge Financial Group, LLC | 0.65% | Reduce -0.9% | 107,396 | $6.7M |
| Captrust Financial Advisors | 0.01% | Reduce -4.2% | 105,442 | $6.6M |
| Equitable Holdings, Inc. | 0.05% | Reduce -0.6% | 104,422 | $6.5M |
| Arkadios Wealth Advisors | 0.19% | Reduce -11.0% | 100,174 | $6.2M |
| Good Life Advisors, LLC | 0.33% | Add +10.5% | 85,573 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.4% | 77,601 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +103.8% | 75,311 | $4.7M |
| Mill Creek Capital Advisors, LLC | 0.10% | No change | 69,013 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.4% | 56,163 | $3.5M |
| Horizon Family Wealth, Inc. | 1.96% | Add +0.7% | 51,664 | $3.2M |
| Cooksen Wealth, LLC | 2.57% | Reduce -1.5% | 51,511 | $3.2M |
| AGH Wealth Advisors, LLC | 2.37% | Add +0.8% | 46,317 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +49.8% | 44,544 | $2.8M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -0.3% | 39,322 | $2.4M |
| Firestone Capital Management | 0.55% | New | 37,513 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 36,789 | $2.3M |
| Parallel Advisors, LLC | 0.04% | No change | 35,150 | $2.2M |
| Spire Wealth Management | 0.07% | Add +0.4% | 33,377 | $2.1M |
| Prosperity Consulting Group, LLC | 0.12% | No change | 26,498 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +24.1% | 26,034 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +241.2% | 24,258 | $1.5M |
| Evolution Advisers, Inc. | 0.74% | No change | 24,300 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.1% | 23,909 | $1.5M |
| Philip James Wealth Mangement, LLC | 0.20% | Add +0.7% | 23,827 | $1.5M |
| Willner & Heller, LLC | 1.18% | Reduce -6.2% | 22,482 | $1.4M |
| JNBA Financial Advisors | 0.12% | Reduce -2.3% | 20,777 | $1.3M |
| Mariner, LLC | 0.00% | Add +2.7% | 19,024 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +2.4% | 18,662 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 18,658 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 18,576 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.1M |
| FMR LLC | 0.00% | Reduce -11.0% | 16,812 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Reduce -0.3% | 16,368 | $1.0M |
| CPC Advisors, LLC | 0.13% | Reduce -0.7% | 16,251 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 16,215 | $1.0M |
| Comerica Bank | 0.00% | Reduce -7.2% | 15,471 | $961K |
| Fiducient Advisors LLC | 0.12% | No change | 15,465 | $961K |
| Citigroup Inc. | 0.00% | Add +29.7% | 15,273 | $949K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -40.4% | 14,963 | $930K |
| Condor Capital Management | 0.08% | No change | 14,937 | $928K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -2.0% | 14,314 | $889K |
| Paragon Private Wealth Management, LLC | 0.35% | No change | 14,265 | $886K |
| Howard Wealth Management, LLC | 0.42% | No change | 13,447 | $836K |
| Stifel Financial Corp. | 0.00% | Reduce -26.3% | 12,480 | $776K |
| AQR Capital Management | 0.00% | No change | 12,148 | $755K |
| MSH Capital Advisors LLC | 0.21% | Reduce -12.3% | 11,887 | $739K |
| Wealthspire Retirement, LLC | 0.05% | No change | 11,315 | $703K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.5% | 10,808 | $672K |
| Retirement Investment Advisors, Inc. | 0.06% | Reduce -0.1% | 10,393 | $646K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.6% | 10,291 | $639K |
| Armbruster Capital Management, Inc. | 0.11% | No change | 10,117 | $629K |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.0% | 10,000 | $621K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,808 | $609K |
| Creative Planning | 0.00% | Add +0.1% | 9,765 | $607K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.2% | 9,665 | $601K |
| SimpliFi, Inc. | 0.25% | Add +0.7% | 9,003 | $559K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 8,832 | $549K |
| Harmony Asset Management LLC | 0.19% | Add +0.2% | 8,329 | $518K |
| Clearstead Advisors, LLC | 0.01% | Add +0.2% | 8,133 | $505K |
| Focus Partners Wealth | 0.00% | No change | 8,047 | $500K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -1.8% | 7,985 | $496K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.2% | 7,576 | $471K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $442K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 6,932 | $431K |
| Parker Financial LLC | 0.18% | Reduce -12.9% | 6,678 | $415K |
| Florida Financial Advisors, LLC | 0.10% | New | 6,661 | $414K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $407K |
| MCF Advisors LLC | 0.03% | No change | 6,500 | $404K |
| RDA Financial Network | 0.11% | No change | 6,350 | $395K |
| Wedmont Private Capital | 0.02% | No change | 6,223 | $386K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 6,049 | $376K |
| WealthShield Partners, LLC | 0.04% | Reduce -10.8% | 5,953 | $370K |
| Financial Perspectives, Inc | 0.10% | Add +0.4% | 5,406 | $336K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $335K |
| Alpha Cubed Investments, LLC | 0.01% | Add +18.5% | 5,371 | $334K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.0% | 5,340 | $332K |
| True Wealth Design, LLC | 0.11% | No change | 5,206 | $324K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 4,938 | $307K |
| Solutions 4 Wealth, Ltd | 0.49% | Add +2.7% | 4,756 | $296K |
| Summit Financial, LLC | 0.01% | New | 4,619 | $287K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,569 | $284K |
| Goldstein Advisors, LLC | 0.04% | No change | 4,460 | $277K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 4,407 | $274K |
| IVC Wealth Advisors LLC | 0.13% | No change | 4,290 | $267K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -13.1% | 4,207 | $261K |
| Advisor Resource Council | 0.13% | New | 4,192 | $260K |
| Independent Advisor Alliance | 0.01% | New | 4,192 | $260K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -4.5% | 4,168 | $259K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.5% | 4,129 | $257K |
| Commerce Bank | 0.00% | No change | 4,119 | $256K |
| Beacon Investment Advisors LLC | 0.11% | Reduce -0.7% | 4,095 | $253K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.5% | 3,930 | $244K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 3,871 | $241K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,840 | $239K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,787 | $235K |
| MRA Advisory Group | 0.11% | Add +0.6% | 3,675 | $228K |
| Maia Wealth LLC | 0.04% | Reduce -84.5% | 3,660 | $227K |
| Jones Financial Companies LLLP | 0.00% | Add +82.6% | 3,676 | $227K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.4% | 3,630 | $226K |
| Nestegg Advisors, Inc. | 0.22% | Add +0.7% | 3,630 | $226K |
| Mason & Associates Inc | 0.05% | No change | 3,460 | $215K |
| Alpha Financial Advisors, LLC | 0.08% | New | 3,405 | $212K |
| Betterment LLC | 0.00% | Reduce -9.9% | 3,369 | $209K |
| Wealth Group Ltd | 0.05% | New | 3,300 | $205K |
| Private Trust Co. NA | 0.02% | Add +262.1% | 3,263 | $203K |
| EP Wealth Advisors, LLC | 0.00% | No change | 3,155 | $196K |
| Bank of Montreal | 0.00% | No change | 3,123 | $194K |
| US Bancorp \de | 0.00% | Add +57.6% | 2,859 | $178K |
| Key Financial Inc | 0.03% | No change | 2,785 | $173K |
| Howe & Rusling Inc. | 0.01% | New | 2,694 | $167K |
| Harbor Asset Planning, Inc. | 0.15% | — | 2,577 | $160K |
| Cwm, LLC | 0.00% | Add +0.7% | 2,396 | $149K |
| BlackRock, Inc. | 0.00% | No change | 2,000 | $124K |
| Glenmede Investment Management, LP | 0.00% | — | 1,848 | $115K |
| Eastern Bank | 0.00% | No change | 1,710 | $106K |
| Global Retirement Partners, LLC | 0.00% | — | 1,552 | $96K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,536 | $95K |
| MAI Capital Management | 0.00% | No change | 1,338 | $83K |
| Blair William & Co. | 0.00% | Reduce -1.9% | 1,325 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,295 | $80K |
| AE Wealth Management LLC | 0.00% | No change | 1,192 | $74K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,175 | $73K |
| Beacon Capital Management, Inc. | 0.00% | New | 1,023 | $64K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -2.9% | 758 | $47K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -31.8% | 737 | $46K |
| SouthState Bank Corp | 0.00% | No change | 695 | $43K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.6% | 684 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 670 | $42K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $40K |
| Fifth Third Bancorp | 0.00% | No change | 518 | $32K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 517 | $32K |
| Smartleaf Asset Management LLC | 0.00% | No change | 516 | $32K |
| Arax Advisory Partners | 0.00% | New | 450 | $28K |
| Bellwether Advisors, LLC | 0.00% | Add +0.7% | 430 | $27K |
| Assetmark, Inc. | 0.00% | No change | 413 | $26K |
| Ridgewood Investments LLC | 0.01% | No change | 350 | $22K |
| NBZ Investment Advisors LLC | 0.01% | No change | 335 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 320 | $20K |
| Franklin Resources Inc. | 0.00% | No change | 299 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 292 | $18K |
| NewEdge Advisors, LLC | 0.00% | Reduce -55.3% | 247 | $15K |
| 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 | $4K |
| 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.