Invesco Large Cap Value ETFPWVETF
13F holders, Q3 2025 (September 30)169holders
10new positions
7sold out
1famous investor
$65.25avg. 13F price*
At the end of Q3 2025, 169 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, unchanged from Q2 2025. 10 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($236.5M), LPL Financial LLC ($99.7M) and Bank of America Corp. ($53.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $9.5M |
| Exits | 7 | $1.4M |
All 13F filers, Q2 2025 → Q3 2025: 599,442 shares bought and 585,456 shares sold, net +13,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Morgan Stanley | 0.01% | Reduce -2.9% | 3,626,334 | $236.5M |
| LPL Financial LLC | 0.03% | Add +11.5% | 1,529,382 | $99.7M |
| Bank of America Corp. | 0.00% | Add +5.4% | 815,643 | $53.2M |
| PNC Financial Services Group, Inc. | 0.02% | Add +4.8% | 564,431 | $36.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.9% | 508,334 | $33.1M |
| UBS Group AG | 0.01% | Reduce -2.4% | 486,139 | $31.7M |
| Raymond James Financial Inc. | 0.01% | Add +24.3% | 327,464 | $21.4M |
| IAG Wealth Partners, LLC | 2.48% | Add +2.2% | 316,933 | $20.7M |
| Atlas Private Wealth Advisors | 3.52% | Reduce -51.0% | 220,281 | $14.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 201,960 | $13.2M |
| Wharton Business Group, LLC | 0.49% | No change | 170,370 | $11.1M |
| Wells Fargo & Company | 0.00% | Reduce -3.8% | 167,660 | $10.9M |
| Stratos Investment Management, LLC | 0.42% | Add +27.5% | 155,562 | $10.1M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +1.7% | 153,792 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -6.3% | 143,707 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 139,636 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.0% | 136,764 | $8.9M |
| Regal Investment Advisors LLC | 0.57% | Add +1.3% | 133,371 | $8.7M |
| Ullmann Wealth Partners Group, LLC | 0.77% | Reduce -1.8% | 108,293 | $7.1M |
| Stonebridge Financial Group, LLC | 0.62% | Reduce -0.1% | 107,298 | $7.0M |
| Arkadios Wealth Advisors | 0.17% | Add +6.3% | 106,525 | $6.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 104,877 | $6.8M |
| Equitable Holdings, Inc. | 0.05% | Add +0.3% | 104,744 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -34.9% | 82,554 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +7.0% | 80,623 | $5.3M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 69,013 | $4.5M |
| Capstone Wealth Management Group, LLC | 1.76% | New | 63,837 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +240.4% | 63,534 | $4.1M |
| Horizon Family Wealth, Inc. | 1.94% | Add +0.5% | 51,896 | $3.4M |
| Cooksen Wealth, LLC | 2.51% | No change | 51,511 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +14.2% | 50,852 | $3.3M |
| AGH Wealth Advisors, LLC | 2.40% | Add +8.5% | 50,256 | $3.3M |
| Main Street Financial Solutions, LLC | 0.16% | No change | 39,322 | $2.6M |
| Firestone Capital Management | 0.53% | No change | 37,513 | $2.4M |
| Parallel Advisors, LLC | 0.04% | Add +2.2% | 35,936 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.5% | 34,774 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 34,135 | $2.2M |
| Spire Wealth Management | 0.07% | Add +0.3% | 33,459 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -62.4% | 29,160 | $1.9M |
| Prosperity Consulting Group, LLC | 0.09% | No change | 26,498 | $1.7M |
| MML Investors Services, LLC | 0.00% | Reduce -2.7% | 25,335 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 24,840 | $1.6M |
| Evolution Advisers, Inc. | 0.71% | No change | 24,300 | $1.6M |
| Willner & Heller, LLC | 1.13% | Add +0.4% | 22,582 | $1.5M |
| Two Sigma Investments, LP | 0.00% | New | 22,500 | $1.5M |
| JNBA Financial Advisors | 0.11% | Reduce -6.8% | 19,359 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 18,757 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 18,593 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -2.6% | 18,524 | $1.2M |
| FMR LLC | 0.00% | Add +8.5% | 18,248 | $1.2M |
| Philip James Wealth Mangement, LLC | 0.14% | Reduce -23.4% | 18,245 | $1.2M |
| CPC Advisors, LLC | 0.12% | Add +9.7% | 17,831 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +17.6% | 17,597 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +6.2% | 17,381 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 15,772 | $1.0M |
| Comerica Bank | 0.00% | Add +0.6% | 15,556 | $1.0M |
| Citigroup Inc. | 0.00% | Add +1.7% | 15,530 | $1.0M |
| Fiducient Advisors LLC | 0.12% | No change | 15,465 | $1.0M |
| Condor Capital Management | 0.08% | Reduce -1.0% | 14,787 | $964K |
| Institute for Wealth Management, LLC. | 0.10% | Add +0.0% | 14,315 | $934K |
| Paragon Private Wealth Management, LLC | 0.30% | No change | 14,265 | $930K |
| HRT Financial LP | 0.00% | New | 13,273 | $865K |
| Howard Wealth Management, LLC | 0.40% | Reduce -1.5% | 13,247 | $864K |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 12,780 | $833K |
| AQR Capital Management | 0.00% | No change | 12,148 | $792K |
| MSH Capital Advisors LLC | 0.21% | No change | 11,887 | $775K |
| Wealthspire Retirement, LLC | 0.05% | No change | 11,315 | $738K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +1.8% | 10,998 | $717K |
| Creative Planning | 0.00% | Add +9.4% | 10,687 | $697K |
| Retirement Investment Advisors, Inc. | 0.06% | No change | 10,393 | $678K |
| Armbruster Capital Management, Inc. | 0.11% | No change | 10,117 | $660K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.9% | 9,991 | $652K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,808 | $640K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.2% | 9,650 | $629K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 8,832 | $576K |
| SimpliFi, Inc. | 0.24% | Reduce -2.7% | 8,760 | $571K |
| Harmony Asset Management LLC | 0.18% | Reduce -2.1% | 8,154 | $532K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,142 | $531K |
| Focus Partners Wealth | 0.00% | No change | 8,047 | $525K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -95.1% | 390 | $522K |
| Ameriprise Financial Inc. | 0.00% | Reduce -86.8% | 7,397 | $501K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.4% | 7,398 | $482K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -69.8% | 7,323 | $477K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $464K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 6,935 | $452K |
| RDA Financial Network | 0.11% | Add +3.9% | 6,600 | $430K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $427K |
| MCF Advisors LLC | 0.03% | No change | 6,500 | $424K |
| Parker Financial LLC | 0.17% | Reduce -3.7% | 6,429 | $419K |
| Wedmont Private Capital | 0.02% | No change | 6,223 | $405K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 6,049 | $394K |
| WealthShield Partners, LLC | 0.04% | Reduce -2.6% | 5,798 | $378K |
| Jones Financial Companies LLLP | 0.00% | Add +49.9% | 5,509 | $360K |
| Financial Perspectives, Inc | 0.10% | Add +0.2% | 5,419 | $353K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $351K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 5,346 | $349K |
| Solutions 4 Wealth, Ltd | 0.53% | Add +10.3% | 5,244 | $342K |
| True Wealth Design, LLC | 0.10% | No change | 5,206 | $339K |
| Dodds Wealth, LLC | 0.08% | New | 5,170 | $337K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -6.7% | 5,011 | $327K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 4,938 | $322K |
| Summit Financial, LLC | 0.00% | Add +5.9% | 4,890 | $319K |
| Susquehanna International Group, LLP | 0.00% | New | 4,674 | $305K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,569 | $298K |
| Goldstein Advisors, LLC | 0.04% | No change | 4,460 | $291K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 4,413 | $288K |
| IVC Wealth Advisors LLC | 0.13% | No change | 4,290 | $280K |
| Independent Advisor Alliance | 0.01% | No change | 4,192 | $273K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.1% | 4,171 | $271K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,129 | $269K |
| Commerce Bank | 0.00% | No change | 4,119 | $269K |
| Beacon Investment Advisors LLC | 0.11% | No change | 4,095 | $267K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.4% | 3,944 | $257K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.4% | 3,877 | $253K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 3,871 | $252K |
| MRA Advisory Group | 0.10% | Add +0.3% | 3,688 | $240K |
| Nestegg Advisors, Inc. | 0.21% | Add +0.4% | 3,646 | $238K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.3% | 3,640 | $237K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -14.1% | 3,614 | $236K |
| Mason & Associates Inc | 0.05% | No change | 3,460 | $226K |
| Alpha Financial Advisors, LLC | 0.08% | No change | 3,405 | $222K |
| Florida Financial Advisors, LLC | 0.07% | Reduce -49.0% | 3,397 | $222K |
| Wealth Group Ltd | 0.05% | No change | 3,300 | $215K |
| Private Trust Co. NA | 0.02% | No change | 3,263 | $213K |
| Bank of Montreal | 0.00% | No change | 3,123 | $204K |
| US Bancorp \de | 0.00% | No change | 2,859 | $186K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +285.8% | 2,843 | $185K |
| Key Financial Inc | 0.03% | No change | 2,785 | $181K |
| Howe & Rusling Inc. | 0.01% | No change | 2,694 | $176K |
| Harbor Asset Planning, Inc. | 0.15% | Add +0.5% | 2,589 | $169K |
| Cwm, LLC | 0.00% | Reduce -10.8% | 2,137 | $139K |
| BlackRock, Inc. | 0.00% | No change | 2,000 | $130K |
| Eastern Bank | 0.00% | No change | 1,710 | $112K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,536 | $100K |
| CX Institutional | 0.00% | New | 1,459 | $95K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.3% | 1,392 | $91K |
| MAI Capital Management | 0.00% | No change | 1,338 | $87K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,295 | $84K |
| AE Wealth Management LLC | 0.00% | No change | 1,192 | $78K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,175 | $77K |
| Lanark Financial, Inc. | 0.01% | Add +71.5% | 1,115 | $73K |
| Blair William & Co. | 0.00% | Reduce -35.9% | 850 | $55K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -2.6% | 738 | $48K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.4% | 687 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 670 | $44K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -43.5% | 578 | $38K |
| Glenmede Investment Management, LP | 0.00% | Reduce -70.3% | 548 | $36K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 550 | $36K |
| Advisory Services Network, LLC | 0.00% | New | 525 | $34K |
| Fifth Third Bancorp | 0.00% | No change | 518 | $34K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 517 | $34K |
| Smartleaf Asset Management LLC | 0.00% | No change | 516 | $34K |
| Arax Advisory Partners | 0.00% | No change | 450 | $29K |
| Assetmark, Inc. | 0.00% | No change | 413 | $27K |
| Noble Wealth Management PBC | 0.01% | — | 350 | $23K |
| NBZ Investment Advisors LLC | 0.01% | No change | 335 | $22K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 320 | $21K |
| Franklin Resources Inc. | 0.00% | No change | 299 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 292 | $19K |
| NewEdge Advisors, LLC | 0.00% | No change | 247 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 229 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $13K |
| Tucker Asset Management LLC | 0.00% | No change | 181 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 120 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $7K |
| 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 | $3K |
"% 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.