Invesco Large Cap Value ETFPWVETF
13F holders, Q4 2025 (December 31)181holders +12
15new positions
7sold out
1famous investor
$66.51avg. 13F price*
At the end of Q4 2025, 181 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, up 12 from Q3 2025. 15 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($240.6M), LPL Financial LLC ($122.8M) and Bank of America Corp. ($53.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.1M |
| Exits | 7 | $5.5M |
All 13F filers, Q3 2025 → Q4 2025: 766,732 shares bought and 186,889 shares sold, net +579,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Morgan Stanley | 0.01% | Reduce -0.3% | 3,617,029 | $240.6M |
| LPL Financial LLC | 0.03% | Add +20.7% | 1,845,579 | $122.8M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 808,507 | $53.8M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.2% | 563,127 | $37.5M |
| Commonwealth Equity Services, LLC | 0.05% | Add +1.4% | 515,353 | $34.3M |
| UBS Group AG | 0.01% | Reduce -0.3% | 484,725 | $32.2M |
| Raymond James Financial Inc. | 0.01% | Add +40.6% | 460,396 | $30.6M |
| IAG Wealth Partners, LLC | 2.49% | Add +2.2% | 323,838 | $21.5M |
| Atlas Private Wealth Advisors | 3.62% | Add +5.8% | 233,148 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 207,448 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 166,538 | $11.1M |
| Wharton Business Group, LLC | 0.41% | Reduce -4.5% | 162,735 | $10.8M |
| Arkadios Wealth Advisors | 0.21% | Add +50.7% | 160,577 | $10.7M |
| SPWM Advisors LLC | 10.18% | — | 159,637 | $10.6M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +2.2% | 157,154 | $10.5M |
| Stratos Investment Management, LLC | 0.41% | Reduce -1.9% | 152,581 | $10.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +4.2% | 149,756 | $10.0M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 140,601 | $9.4M |
| Regal Investment Advisors LLC | 0.54% | Add +1.7% | 135,666 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.7% | 133,117 | $8.9M |
| Stonebridge Financial Group, LLC | 0.61% | Reduce -0.0% | 107,283 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +29.4% | 106,791 | $7.1M |
| Equitable Holdings, Inc. | 0.05% | Add +1.0% | 105,777 | $7.0M |
| Ullmann Wealth Partners Group, LLC | 0.73% | No change | 108,293 | $7.0M |
| Captrust Financial Advisors | 0.01% | Reduce -5.9% | 98,643 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +7.8% | 86,930 | $5.8M |
| Private Advisor Group, LLC | 0.02% | Add +18.3% | 75,183 | $5.0M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 69,013 | $4.6M |
| Capstone Wealth Management Group, LLC | 1.88% | Add +5.6% | 67,414 | $4.5M |
| Horizon Family Wealth, Inc. | 1.85% | Add +0.4% | 52,109 | $3.5M |
| Cooksen Wealth, LLC | 2.51% | No change | 51,511 | $3.4M |
| AGH Wealth Advisors, LLC | 2.55% | Add +1.6% | 51,076 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.1% | 46,246 | $3.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +955.2% | 43,570 | $2.9M |
| Firestone Capital Management | 0.53% | Reduce -0.4% | 37,363 | $2.5M |
| Parallel Advisors, LLC | 0.04% | No change | 35,936 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.3% | 32,253 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | New | 31,650 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -8.3% | 30,699 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 28,883 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.5% | 26,957 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 26,810 | $1.8M |
| Prosperity Consulting Group, LLC | 0.08% | No change | 26,498 | $1.8M |
| Evolution Advisers, Inc. | 0.70% | No change | 24,300 | $1.6M |
| Willner & Heller, LLC | 1.07% | Reduce -1.0% | 22,361 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.5% | 19,602 | $1.3M |
| JNBA Financial Advisors | 0.11% | Reduce -3.3% | 18,718 | $1.2M |
| FMR LLC | 0.00% | Add +2.0% | 18,605 | $1.2M |
| CPC Advisors, LLC | 0.12% | No change | 17,831 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.2M |
| Western Wealth Management, LLC | 0.05% | Add +1.7% | 17,683 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Reduce -11.3% | 16,492 | $1.1M |
| Citigroup Inc. | 0.00% | Add +4.2% | 16,187 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 15,692 | $1.0M |
| Fiducient Advisors LLC | 0.13% | No change | 15,465 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -12.5% | 15,395 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +172.6% | 15,020 | $999K |
| Comerica Bank | 0.00% | Reduce -3.6% | 14,992 | $997K |
| Philip James Wealth Mangement, LLC | 0.12% | Reduce -18.9% | 14,789 | $984K |
| Condor Capital Management | 0.08% | No change | 14,787 | $984K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 14,440 | $961K |
| Paragon Private Wealth Management, LLC | 0.29% | No change | 14,265 | $949K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -4.0% | 13,742 | $914K |
| Howard Wealth Management, LLC | 0.38% | Reduce -1.4% | 13,060 | $869K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 12,838 | $854K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +13.2% | 12,444 | $828K |
| MSH Capital Advisors LLC | 0.17% | No change | 11,887 | $791K |
| Wealthspire Retirement, LLC | 0.05% | No change | 11,315 | $753K |
| Focus Partners Wealth | 0.00% | Add +37.9% | 11,098 | $738K |
| Creative Planning | 0.00% | Reduce -0.0% | 10,685 | $711K |
| Retirement Investment Advisors, Inc. | 0.06% | Reduce -1.2% | 10,267 | $683K |
| Armbruster Capital Management, Inc. | 0.11% | No change | 10,117 | $673K |
| Mariner, LLC | 0.00% | Reduce -46.8% | 9,850 | $655K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.3% | 9,814 | $653K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,808 | $652K |
| Solutions 4 Wealth, Ltd | 0.98% | Add +85.9% | 9,747 | $648K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.2% | 9,667 | $643K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 9,650 | $642K |
| SimpliFi, Inc. | 0.27% | Add +8.5% | 9,506 | $632K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 8,832 | $588K |
| Susquehanna International Group, LLP | 0.00% | Add +82.1% | 8,510 | $566K |
| Harmony Asset Management LLC | 0.18% | Add +0.8% | 8,219 | $547K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,151 | $542K |
| AQR Capital Management | 0.00% | Reduce -36.9% | 7,664 | $510K |
| Strategic Investment Advisors / MI | 0.04% | Add +1783.3% | 7,345 | $489K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $474K |
| Stonebridge Wealth Management, LLC | 0.45% | New | 7,078 | $471K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 6,937 | $461K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.5% | 6,772 | $459K |
| RDA Financial Network | 0.11% | Add +3.0% | 6,800 | $452K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $436K |
| MCF Advisors LLC | 0.02% | No change | 6,500 | $432K |
| Parker Financial LLC | 0.17% | Reduce -1.6% | 6,328 | $421K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 6,321 | $420K |
| Wedmont Private Capital | 0.01% | No change | 6,223 | $418K |
| First Heartland Consultants, Inc. | 0.03% | New | 6,184 | $411K |
| Prospera Financial Services Inc | 0.01% | Reduce -18.1% | 6,058 | $403K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 6,049 | $402K |
| Atria Investments, Inc | 0.00% | New | 5,867 | $390K |
| Earned Wealth Advisors, LLC | 0.03% | New | 5,825 | $387K |
"% 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.