Invesco Large Cap Value ETFPWVETF
13F holders, Q1 2026 (March 31)183holders +2
10new positions
6sold out
1famous investor
$69.72avg. 13F price*
At the end of Q1 2026, 183 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, up 2 from Q4 2025. 10 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($246.2M), LPL Financial LLC ($142.2M) and Bank of America Corp. ($57.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.2M |
| Exits | 6 | $2.8M |
All 13F filers, Q4 2025 → Q1 2026: 844,378 shares bought and 436,788 shares sold, net +407,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Morgan Stanley | 0.01% | Reduce -2.3% | 3,532,400 | $246.2M |
| LPL Financial LLC | 0.04% | Add +10.5% | 2,039,976 | $142.2M |
| Bank of America Corp. | 0.00% | Add +1.6% | 821,082 | $57.2M |
| Raymond James Financial Inc. | 0.01% | Add +17.3% | 539,979 | $37.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -7.7% | 519,784 | $36.2M |
| UBS Group AG | 0.01% | Reduce -4.0% | 465,081 | $32.4M |
| Arkadios Wealth Advisors | 0.45% | Add +141.0% | 387,000 | $27.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -34.5% | 337,390 | $23.5M |
| IAG Wealth Partners, LLC | 2.51% | Reduce -0.3% | 322,918 | $22.5M |
| Atlas Private Wealth Advisors | 3.93% | Add +2.7% | 239,544 | $16.7M |
| Stratos Investment Management, LLC | 0.59% | Add +38.2% | 210,881 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 203,823 | $14.2M |
| SPWM Advisors LLC | 11.17% | Add +10.3% | 176,117 | $12.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +11.6% | 167,056 | $11.6M |
| Cullen/Frost Bankers, Inc. | 0.13% | Add +4.1% | 163,570 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 162,155 | $11.3M |
| Wharton Business Group, LLC | 0.41% | Reduce -4.4% | 155,635 | $10.8M |
| Regal Investment Advisors LLC | 0.55% | Add +1.1% | 137,150 | $9.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 131,766 | $9.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.3% | 126,010 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Add +6.2% | 113,360 | $7.9M |
| Captrust Financial Advisors | 0.01% | Add +5.2% | 103,755 | $7.2M |
| Ullmann Wealth Partners Group, LLC | 0.75% | Reduce -4.4% | 103,549 | $7.2M |
| Equitable Holdings, Inc. | 0.05% | Add +1.2% | 107,076 | $7.1M |
| Stonebridge Financial Group, LLC | 0.59% | Reduce -4.8% | 102,102 | $7.1M |
| Private Advisor Group, LLC | 0.03% | Add +26.3% | 94,973 | $6.6M |
| Cetera Investment Advisers | 0.01% | Reduce -1.6% | 85,514 | $6.0M |
| Cary Street Partners Financial LLC | 0.12% | Add +121.5% | 70,108 | $4.9M |
| Mill Creek Capital Advisors, LLC | 0.10% | No change | 69,013 | $4.8M |
| Capstone Wealth Management Group, LLC | 1.99% | Add +1.2% | 68,253 | $4.8M |
| AGH Wealth Advisors, LLC | 2.69% | Add +2.7% | 52,471 | $3.7M |
| Horizon Family Wealth, Inc. | 1.93% | Add +0.5% | 52,364 | $3.7M |
| Cooksen Wealth, LLC | 2.61% | No change | 51,511 | $3.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +14.6% | 49,943 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 46,463 | $3.2M |
| Firestone Capital Management | 0.54% | No change | 37,363 | $2.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -0.9% | 35,605 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 31,729 | $2.2M |
| Spire Wealth Management | 0.07% | Add +0.2% | 30,753 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.7% | 30,240 | $2.1M |
| Independent Advisor Alliance | 0.02% | Add +605.0% | 29,552 | $2.1M |
| Prosperity Consulting Group, LLC | 0.08% | No change | 26,498 | $1.8M |
| Citigroup Inc. | 0.00% | Add +61.6% | 26,156 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.8% | 25,656 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 25,506 | $1.8M |
| Evolution Advisers, Inc. | 0.70% | Reduce -2.1% | 23,796 | $1.7M |
| Willner & Heller, LLC | 1.15% | Reduce -0.9% | 22,169 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +155.0% | 21,701 | $1.5M |
| FMR LLC | 0.00% | Add +5.5% | 19,634 | $1.4M |
| Solutions 4 Wealth, Ltd | 1.99% | Add +94.8% | 18,990 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 18,935 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +23.9% | 18,614 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +64.0% | 18,204 | $1.3M |
| CPC Advisors, LLC | 0.20% | No change | 17,831 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.2M |
| Western Wealth Management, LLC | 0.05% | Reduce -1.0% | 17,510 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 16,512 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 15,616 | $1.1M |
| Fiducient Advisors LLC | 0.14% | No change | 15,465 | $1.1M |
| 71 West Capital Partners | 0.05% | New | 15,369 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -1.0% | 15,243 | $1.1M |
| JNBA Financial Advisors | 0.09% | Reduce -19.4% | 15,092 | $1.1M |
| Financial Solutions Advisory Group, Inc. | 0.14% | — | 14,490 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 14,440 | $1.0M |
| Paragon Private Wealth Management, LLC | 0.31% | No change | 14,265 | $994K |
| Mariner, LLC | 0.00% | Add +44.5% | 14,235 | $992K |
| AQR Capital Management | 0.00% | Add +85.6% | 14,224 | $992K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -2.7% | 13,368 | $932K |
| Fifth Third Bancorp | 0.00% | Add +2457.7% | 13,249 | $924K |
| Howard Wealth Management, LLC | 0.38% | Reduce -1.4% | 12,872 | $897K |
| Condor Capital Management | 0.07% | Reduce -14.3% | 12,672 | $883K |
| Cornerstone Wealth Management, LLC | 0.04% | No change | 12,444 | $867K |
| Wealthspire Retirement, LLC | 0.05% | No change | 11,315 | $789K |
| Lido Advisors, LLC | 0.00% | New | 11,310 | $788K |
| Stifel Financial Corp. | 0.00% | Reduce -14.0% | 11,046 | $770K |
| Creative Planning | 0.00% | No change | 10,685 | $745K |
| MSH Capital Advisors LLC | 0.15% | Reduce -12.6% | 10,387 | $724K |
| Armbruster Capital Management, Inc. | 0.12% | No change | 10,117 | $705K |
| Retirement Investment Advisors, Inc. | 0.06% | Add +1.0% | 10,371 | $690K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,808 | $684K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 9,719 | $678K |
| SimpliFi, Inc. | 0.28% | Add +2.0% | 9,700 | $676K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.1% | 9,545 | $665K |
| Harmony Asset Management LLC | 0.18% | Add +2.4% | 8,418 | $587K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,161 | $569K |
| Stonebridge Wealth Management, LLC | 0.49% | Add +4.0% | 7,364 | $513K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $496K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -5.8% | 6,915 | $482K |
| RDA Financial Network | 0.12% | No change | 6,800 | $474K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $456K |
| MCF Advisors LLC | 0.02% | No change | 6,500 | $453K |
| Wedmont Private Capital | 0.01% | No change | 6,223 | $445K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -8.4% | 6,353 | $443K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 6,321 | $441K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.9% | 6,238 | $435K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 6,049 | $422K |
| Atria Investments, Inc | 0.00% | Add +0.9% | 5,921 | $413K |
| Parker Financial LLC | 0.16% | Reduce -6.5% | 5,917 | $412K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.5% | 5,845 | $407K |
| Earned Wealth Advisors, LLC | 0.03% | No change | 5,825 | $406K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.3% | 5,790 | $404K |
| Financial Perspectives, Inc | 0.11% | Add +0.3% | 5,445 | $380K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $376K |
| Dodds Wealth, LLC | 0.09% | Add +1.3% | 5,239 | $365K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -5.1% | 5,084 | $354K |
| Truist Financial Corp. | 0.00% | New | 5,082 | $354K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 4,938 | $344K |
| Summit Financial, LLC | 0.00% | No change | 4,890 | $341K |
| True Wealth Design, LLC | 0.09% | Reduce -6.8% | 4,850 | $338K |
| WealthShield Partners, LLC | 0.04% | Reduce -15.8% | 4,753 | $331K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.0% | 4,452 | $310K |
| IVC Wealth Advisors LLC | 0.13% | No change | 4,290 | $299K |
| Commerce Bank | 0.00% | No change | 4,119 | $287K |
| Beacon Investment Advisors LLC | 0.11% | No change | 4,095 | $285K |
| Goldstein Advisors, LLC | 0.03% | Reduce -9.4% | 4,039 | $282K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +134.1% | 4,024 | $281K |
| Wesbanco Bank Inc. | 0.01% | Reduce -12.9% | 3,979 | $277K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 3,966 | $276K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -3.2% | 3,962 | $276K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.8% | 3,842 | $268K |
| MRA Advisory Group | 0.11% | Add +0.4% | 3,713 | $259K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -2.4% | 3,684 | $257K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.2% | 3,657 | $255K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.5% | 3,555 | $248K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,536 | $246K |
| Alpha Financial Advisors, LLC | 0.07% | No change | 3,405 | $237K |
| Mason & Associates Inc | 0.05% | No change | 3,460 | $237K |
| Nestegg Advisors, Inc. | 0.21% | Add +0.5% | 3,384 | $236K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.7% | 3,377 | $235K |
| Wealth Group Ltd | 0.05% | No change | 3,300 | $230K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -34.9% | 3,294 | $230K |
| Pure Financial Advisors, LLC | 0.00% | New | 3,233 | $225K |
| Private Trust Co. NA | 0.02% | No change | 3,189 | $222K |
| Cypress Capital Group | 0.02% | No change | 3,047 | $212K |
| Bay Rivers Group | 0.09% | New | 3,000 | $209K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 3,000 | $209K |
| US Bancorp \de | 0.00% | No change | 2,859 | $199K |
| Key Financial Inc | 0.03% | No change | 2,785 | $194K |
| Howe & Rusling Inc. | 0.01% | No change | 2,694 | $188K |
| Bank of Montreal | 0.00% | Reduce -13.9% | 2,690 | $188K |
| Harbor Asset Planning, Inc. | 0.15% | Add +0.5% | 2,613 | $182K |
| Cwm, LLC | 0.00% | Add +12.6% | 2,416 | $168K |
| BlackRock, Inc. | 0.00% | No change | 2,000 | $139K |
| Eastern Bank | 0.00% | No change | 1,710 | $119K |
| CX Institutional | 0.00% | Reduce -7.5% | 1,473 | $103K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,455 | $101K |
| MAI Capital Management | 0.00% | No change | 1,338 | $93K |
| Blueline Advisors LLC | 0.07% | Reduce -10.2% | 1,332 | $93K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,295 | $90K |
| AE Wealth Management LLC | 0.00% | No change | 1,282 | $89K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,175 | $82K |
| Advisortrust Partners, LLC | 0.03% | New | 1,125 | $78K |
| YANKCOM Partnership | 0.03% | No change | 1,077 | $75K |
| Blair William & Co. | 0.00% | No change | 850 | $59K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 701 | $49K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -3.1% | 696 | $49K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.6% | 694 | $48K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 670 | $47K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $45K |
| Beacon Capital Management, Inc. | 0.00% | No change | 577 | $40K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 550 | $38K |
| Glenmede Trust Co. NA | 0.00% | No change | 548 | $38K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 517 | $36K |
| Smartleaf Asset Management LLC | 0.00% | No change | 516 | $35K |
| Gill Capital Partners, LLC | 0.01% | New | 500 | $35K |
| Arax Advisory Partners | 0.00% | No change | 450 | $31K |
| IFP Advisors, Inc | 0.00% | Reduce -60.2% | 363 | $25K |
| NBZ Investment Advisors LLC | 0.01% | No change | 335 | $23K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 320 | $22K |
| Franklin Resources Inc. | 0.00% | No change | 299 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 292 | $20K |
| Advisory Services Network, LLC | 0.00% | New | 279 | $19K |
| Noble Wealth Management PBC | 0.01% | No change | 275 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 265 | $18K |
| Operose Advisors LLC | 0.00% | No change | 259 | $18K |
| NewEdge Advisors, LLC | 0.00% | No change | 247 | $17K |
| Fortitude Family Office, LLC | 0.00% | Reduce -49.8% | 235 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 229 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 181 | $13K |
| 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% | Reduce -60.0% | 16 | $1K |
"% 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.