Invesco Large Cap Value ETFPWVETF
13F holders, Q2 2026 (June 30)194holders +11
19new positions
7sold out
2famous investors
$75.83avg. 13F price*
At the end of Q2 2026, 194 institutions reported holding Invesco Large Cap Value ETF (PWV) in their 13F filings, up 11 from Q1 2026. 19 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($279.9M), LPL Financial LLC ($172.0M) and Bank of America Corp. ($62.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $12.0M |
| Exits | 7 | $610K |
All 13F filers, Q1 2026 → Q2 2026: 1,077,980 shares bought and 209,152 shares sold, net +868,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Morgan Stanley | 0.01% | Add +4.6% | 3,694,080 | $279.9M |
| LPL Financial LLC | 0.04% | Add +11.3% | 2,270,178 | $172.0M |
| Bank of America Corp. | 0.00% | Add +0.8% | 827,805 | $62.7M |
| Raymond James Financial Inc. | 0.01% | Add +4.6% | 564,589 | $42.8M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.2% | 492,625 | $37.3M |
| Arkadios Wealth Advisors | 0.54% | Add +19.4% | 461,900 | $35.0M |
| UBS Group AG | 0.01% | Reduce -3.6% | 448,413 | $34.0M |
| IAG Wealth Partners, LLC | 2.48% | Add +2.2% | 330,061 | $25.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.9% | 287,183 | $21.8M |
| Atlas Private Wealth Advisors | 4.09% | Add +3.1% | 246,888 | $18.7M |
| Waverly Advisors, LLC | 0.10% | Add +1259.3% | 224,439 | $17.0M |
| Stratos Investment Management, LLC | 0.61% | Add +5.1% | 221,590 | $16.8M |
| SPWM Advisors LLC | 14.89% | Add +16.3% | 204,744 | $16.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 196,174 | $14.9M |
| Osaic Holdings, Inc. | 0.01% | Add +44.3% | 163,533 | $12.4M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -1.2% | 161,665 | $12.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -3.6% | 161,023 | $12.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 159,560 | $12.1M |
| Wharton Business Group, LLC | 0.39% | No change | 155,635 | $11.8M |
| Regal Investment Advisors LLC | 0.56% | Add +4.1% | 142,748 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 128,295 | $9.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.8% | 127,080 | $9.6M |
| Ullmann Wealth Partners Group, LLC | 0.71% | Reduce -0.1% | 103,489 | $7.8M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 102,602 | $7.8M |
| Stonebridge Financial Group, LLC | 0.58% | Reduce -0.7% | 101,373 | $7.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.7% | 93,337 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +1.3% | 86,590 | $6.6M |
| Equitable Holdings, Inc. | 0.04% | Reduce -21.0% | 84,548 | $6.4M |
| Cary Street Partners Financial LLC | 0.12% | Add +3.7% | 72,693 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | New | 69,013 | $5.2M |
| Capstone Wealth Management Group, LLC | 1.70% | Reduce -7.2% | 63,358 | $4.8M |
| Rose Capital Advisors LLC | 2.45% | — | 60,314 | $4.6M |
| AGH Wealth Advisors, LLC | 2.60% | Add +3.7% | 54,415 | $4.1M |
| Horizon Family Wealth, Inc. | 1.82% | Add +0.5% | 52,645 | $4.0M |
| Cooksen Wealth, LLC | 2.46% | No change | 51,511 | $3.9M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.6% | 49,624 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 48,843 | $3.7M |
| Citigroup Inc. | 0.00% | Add +59.9% | 41,832 | $3.2M |
| Two Sigma Investments, LP | 0.00% | New | 39,100 | $3.0M |
| Firestone Capital Management | 0.53% | No change | 37,363 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +90.8% | 35,524 | $2.7M |
| Parallel Advisors, LLC | 0.04% | No change | 35,605 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +75.0% | 33,131 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 31,742 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 28,734 | $2.2M |
| MML Investors Services, LLC | 0.00% | Add +12.1% | 28,583 | $2.2M |
| Spire Wealth Management | 0.06% | Reduce -9.4% | 27,846 | $2.1M |
| Prosperity Consulting Group, LLC | 0.08% | No change | 26,498 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 26,019 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +58.3% | 24,130 | $1.8M |
| Evolution Advisers, Inc. | 0.66% | No change | 23,796 | $1.8M |
| Solutions 4 Wealth, Ltd | 2.28% | Add +22.7% | 23,299 | $1.8M |
| Willner & Heller, LLC | 1.06% | Add +0.5% | 22,289 | $1.7M |
| FMR LLC | 0.00% | Add +10.2% | 21,631 | $1.6M |
| Creative Planning | 0.00% | Add +73.3% | 18,520 | $1.4M |
| Western Wealth Management, LLC | 0.05% | Add +5.7% | 18,510 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 18,080 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 17,782 | $1.3M |
| CPC Advisors, LLC | 0.17% | Reduce -5.5% | 16,858 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 15,686 | $1.2M |
| Fiducient Advisors LLC | 0.17% | No change | 15,465 | $1.2M |
| 71 West Capital Partners | 0.04% | No change | 15,369 | $1.2M |
| Financial Solutions Advisory Group, Inc. | 0.14% | No change | 14,490 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 14,440 | $1.1M |
| Mariner, LLC | 0.00% | Add +1.2% | 14,407 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.28% | No change | 14,265 | $1.1M |
| AQR Capital Management | 0.00% | No change | 14,224 | $1.1M |
| JNBA Financial Advisors | 0.08% | Reduce -11.7% | 13,332 | $1.0M |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 13,162 | $997K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -1.6% | 13,152 | $997K |
| Howard Wealth Management, LLC | 0.36% | No change | 12,872 | $975K |
| Condor Capital Management | 0.07% | No change | 12,672 | $960K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -5.2% | 11,799 | $894K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -0.2% | 11,292 | $856K |
| Lido Advisors, LLC | 0.00% | Reduce -1.0% | 11,199 | $849K |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 10,912 | $827K |
| Retirement Investment Advisors, Inc. | 0.06% | Reduce -0.0% | 10,368 | $814K |
| MSH Capital Advisors LLC | 0.14% | No change | 10,387 | $787K |
| Citadel Advisors | 0.00% | New | 10,380 | $786K |
| Armbruster Capital Management, Inc. | 0.11% | No change | 10,117 | $767K |
| SimpliFi, Inc. | 0.29% | Add +1.6% | 9,853 | $747K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,808 | $743K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 9,545 | $723K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.0% | 8,750 | $663K |
| Harmony Asset Management LLC | 0.18% | Add +2.3% | 8,610 | $652K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 8,172 | $619K |
| BlackRock, Inc. | 0.00% | Add +303.6% | 8,071 | $612K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.9% | 7,834 | $594K |
| Stonebridge Wealth Management, LLC | 0.52% | Add +3.3% | 7,606 | $576K |
| First Heartland Consultants, Inc. | 0.04% | Add +16.7% | 7,280 | $552K |
| Wescott Financial Advisory Group, LLC | 0.04% | No change | 7,119 | $539K |
| Atria Investments, Inc | 0.01% | Add +15.3% | 6,825 | $517K |
| RDA Financial Network | 0.11% | No change | 6,800 | $515K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -2.4% | 6,750 | $511K |
| TCTC Holdings, LLC | 0.01% | No change | 6,547 | $496K |
| MCF Advisors LLC | 0.02% | No change | 6,500 | $493K |
| Wedmont Private Capital | 0.01% | No change | 6,223 | $485K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 6,359 | $482K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 6,049 | $458K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -6.1% | 5,937 | $450K |
| Parker Financial LLC | 0.16% | No change | 5,917 | $448K |
| Pure Financial Advisors, LLC | 0.01% | Add +83.0% | 5,917 | $448K |
| Earned Wealth Advisors, LLC | 0.03% | No change | 5,825 | $441K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.3% | 5,810 | $440K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.7% | 5,746 | $435K |
| Financial Perspectives, Inc | 0.10% | Add +0.3% | 5,461 | $414K |
| Hegarty Advisors, LLC | 0.28% | New | 5,448 | $413K |
| Greenleaf Trust | 0.00% | No change | 5,388 | $408K |
| Dodds Wealth, LLC | 0.09% | No change | 5,239 | $397K |
| EP Wealth Advisors, LLC | 0.00% | Add +56.5% | 5,155 | $391K |
| Truist Financial Corp. | 0.00% | No change | 5,082 | $385K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.1% | 5,077 | $385K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 4,938 | $374K |
| Summit Financial, LLC | 0.00% | Add +0.0% | 4,891 | $371K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +16.5% | 4,617 | $350K |
| True Wealth Design, LLC | 0.08% | Reduce -5.5% | 4,584 | $347K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.4% | 4,469 | $339K |
| Independent Advisor Alliance | 0.01% | Reduce -85.3% | 4,349 | $330K |
| Commerce Bank | 0.00% | No change | 4,119 | $312K |
| Beacon Investment Advisors LLC | 0.10% | No change | 4,095 | $310K |
| Redwood Financial Network Corp | 0.17% | New | 4,087 | $310K |
| Goldstein Advisors, LLC | 0.03% | No change | 4,039 | $306K |
| Wesbanco Bank Inc. | 0.01% | No change | 3,979 | $301K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 3,974 | $301K |
| Marshall Wace, LLP | 0.00% | New | 3,893 | $295K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 3,842 | $291K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.4% | 3,712 | $289K |
| MRA Advisory Group | 0.10% | Add +0.4% | 3,728 | $282K |
| Kovack Advisors, Inc. | 0.01% | New | 3,661 | $278K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.4% | 3,673 | $278K |
| Mason & Associates Inc | 0.04% | No change | 3,460 | $262K |
| NewEdge Advisors, LLC | 0.00% | Add +1284.6% | 3,420 | $259K |
| Alpha Financial Advisors, LLC | 0.07% | No change | 3,405 | $258K |
| Nestegg Advisors, Inc. | 0.18% | Add +0.6% | 3,403 | $258K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,377 | $256K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 3,367 | $255K |
| IVC Wealth Advisors LLC | 0.10% | Reduce -22.3% | 3,334 | $253K |
| Florida Financial Advisors, LLC | 0.04% | Reduce -12.5% | 3,225 | $244K |
| Wealth Group Ltd | 0.05% | Reduce -4.1% | 3,165 | $240K |
| Cypress Capital Group | 0.02% | No change | 3,047 | $231K |
| Private Trust Co. NA | 0.02% | Reduce -5.4% | 3,018 | $229K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 2,967 | $228K |
| Bay Rivers Group | 0.08% | No change | 3,000 | $227K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 3,000 | $227K |
| KLCM Advisors, Inc. | 0.02% | New | 2,862 | $217K |
| Regatta Capital Group, LLC | 0.03% | New | 2,793 | $212K |
| Key Financial Inc | 0.03% | No change | 2,785 | $211K |
| Savvy Advisors, Inc. | 0.00% | New | 2,763 | $209K |
| Silverlake Wealth Management LLC | 0.04% | New | 2,722 | $206K |
| Peak Financial Management, Inc. | 0.05% | New | 2,700 | $205K |
| Howe & Rusling Inc. | 0.01% | No change | 2,694 | $204K |
| Bank of Montreal | 0.00% | No change | 2,690 | $204K |
| US Bancorp \de | 0.00% | Reduce -6.9% | 2,663 | $202K |
| Sims Investment Management, LLC | 0.06% | New | 2,655 | $201K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 2,642 | $200K |
| Harbor Asset Planning, Inc. | 0.15% | Add +0.5% | 2,627 | $199K |
| Arax Advisory Partners | 0.00% | Add +424.9% | 2,362 | $179K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.6% | 2,269 | $172K |
| Eastern Bank | 0.00% | No change | 1,710 | $130K |
| CX Institutional | 0.00% | Add +0.5% | 1,481 | $112K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,455 | $110K |
| Global Retirement Partners, LLC | 0.00% | — | 1,392 | $105K |
| Blueline Advisors LLC | 0.07% | No change | 1,332 | $101K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,295 | $98K |
| AE Wealth Management LLC | 0.00% | Reduce -7.0% | 1,192 | $90K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 1,175 | $89K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +109.1% | 1,150 | $89K |
| YANKCOM Partnership | 0.03% | No change | 1,077 | $82K |
| Blair William & Co. | 0.00% | No change | 850 | $64K |
| Owl Creek Wealth Partners LLC | 0.02% | Add +0.6% | 705 | $53K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -2.3% | 680 | $52K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 670 | $51K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $49K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.5% | 574 | $43K |
| Glenmede Trust Co. NA | 0.00% | No change | 548 | $42K |
| Smartleaf Asset Management LLC | 0.00% | No change | 516 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 517 | $39K |
| Gill Capital Partners, LLC | 0.01% | No change | 500 | $38K |
| IFG Advisory, LLC | 0.00% | New | 390 | $30K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 388 | $29K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 364 | $28K |
| NBZ Investment Advisors LLC | 0.01% | No change | 335 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 320 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 299 | $23K |
| Noble Wealth Management PBC | 0.01% | No change | 275 | $21K |
| Operose Advisors LLC | 0.00% | No change | 259 | $20K |
| Fortitude Family Office, LLC | 0.00% | No change | 235 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 229 | $17K |
| Tucker Asset Management LLC | 0.00% | No change | 181 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Add +318.8% | 67 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 58 | $4K |
| Crews Bank & Trust | 0.00% | New | 49 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $3K |
| Signaturefd, LLC | 0.00% | New | 17 | $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.