Who Owns Invesco Large Cap Value ETF (PWV)?Hedge Fund & Institutional Holders

$68.86+0.16 (+0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$52.26$57.02$61.77$66.53$71.28Sep 24Jun 25Mar 26

PWV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+515K+$34.0B
Atlas Private Wealth AdvisorsNew Position+233K+$15.5B
Stratos Investment Management, LLCNew Position+153K+$10.1B
Arkadios Wealth AdvisorsNew Position+161K+$10.0B
CULLEN/FROST BANKERS, INC.New Position+157K+$10.0B
RAYMOND JAMES FINANCIAL INCIncreased+133K+$7.6B
Stonebridge Financial Group, LLCNew Position+107K+$7.1B
Cooksen Wealth, LLCNew Position+52K+$3.4B
AGH Wealth Advisors, LLCNew Position+51K+$3.4B
Farther Finance Advisors, LLCIncreased+39K+$2.6B
FENIMORE ASSET MANAGEMENT INCNew Position+17K+$2.2B
CARY STREET PARTNERS FINANCIAL LLCNew Position+32K+$2.1B
Spire Wealth ManagementNew Position+31K+$2.0B
OSAIC HOLDINGS, INC.Increased+24K+$1.6B
WILLNER & HELLER, LLCNew Position+22K+$1.5B

PWV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CAPTRUST FINANCIAL ADVISORSDecreased-6K-$6.8B
Main Street Financial Solutions, LLCClosed Position-39K-$2.6B
GOLDMAN SACHS GROUP INCDecreased-24K-$2.2B
TWO SIGMA INVESTMENTS, LPClosed Position-23K-$1.5B
JPMORGAN CHASE & CODecreased-5K-$1.3B
Waverly Advisors, LLCDecreased-2K-$1.2B
Mariner, LLCDecreased-9K-$1.2B
HighTower Advisors, LLCDecreased-80-$1.0B
WELLS FARGO & COMPANY/MNDecreased-1K-$933.1M
Rockefeller Capital Management L.P.Decreased-4K-$918.4M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-1K-$806.6M
AQR CAPITAL MANAGEMENT LLCDecreased-4K-$792.2M
Creative PlanningDecreased-2-$696.9M
AMERIPRISE FINANCIAL INCClosed Position-7K-$501.4M
Prospera Financial Services IncDecreased-1K-$482.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/669,141$44.0B0.00%Share
2COMMONWEALTH EQUITY SERVICES, LLC515,353$34.0B0.05%Share
3UBS Group AG483,073$32.1B0.01%Share
4RAYMOND JAMES FINANCIAL INC417,612$27.0B0.01%Share
5Atlas Private Wealth Advisors233,148$15.5B3.62%Share
6PNC FINANCIAL SERVICES GROUP, INC.200,635$13.0B0.01%Share
7PNC FINANCIAL SERVICES GROUP, INC.206,868$13.0B0.01%Share
8Wharton Business Group, LLC162,735$10.8B0.41%Share
9Stratos Investment Management, LLC152,581$10.1B0.41%Share
10WELLS FARGO & COMPANY/MN151,839$10.0B0.00%Share
11CULLEN/FROST BANKERS, INC.157,154$10.0B0.11%Share
12Regal Investment Advisors LLC135,666$9.0B0.54%Share
13ROYAL BANK OF CANADA140,601$9.0B0.00%Share
14Rockefeller Capital Management L.P.133,117$8.0B0.01%Share
15Stonebridge Financial Group, LLC107,283$7.1B0.61%Share
16OSAIC HOLDINGS, INC.106,791$7.0B0.01%Share
17Equitable Holdings, Inc.105,777$7.0B0.05%Share
18BANK OF AMERICA CORP /DE/110,448$7.0B0.00%Share
19PNC FINANCIAL SERVICES GROUP, INC.76,827$5.0B0.00%Share
20PNC FINANCIAL SERVICES GROUP, INC.76,827$5.0B0.00%Share
21Private Advisor Group, LLC75,183$5.0B0.02%Share
22Arkadios Wealth Advisors75,339$5.0B0.10%Share
23Arkadios Wealth Advisors85,238$5.0B0.10%Share
24CAPSTONE WEALTH MANAGEMENT GROUP, LLC67,414$4.5B1.88%Share
25Horizon Family Wealth, Inc.52,109$3.5B1.85%Share
26Cooksen Wealth, LLC51,511$3.4B2.51%Share
27AGH Wealth Advisors, LLC51,076$3.4B2.55%Share
28Farther Finance Advisors, LLC43,570$2.9B0.03%Share
29FENIMORE ASSET MANAGEMENT INC17,000$2.2B0.04%Share
30CARY STREET PARTNERS FINANCIAL LLC31,650$2.1B0.05%Share
31Spire Wealth Management30,699$2.0B0.07%Share
32Parallel Advisors, LLC35,936$2.0B0.04%Share
33RAYMOND JAMES FINANCIAL INC42,784$2.0B0.00%Share
34Baird Financial Group, Inc.32,253$2.0B0.00%Share
35JPMORGAN CHASE & CO44,213$2.0B0.00%Share
36Prosperity Consulting Group, LLC26,498$1.8B0.08%Share
37WILLNER & HELLER, LLC22,361$1.5B1.07%Share
38Evercore Wealth Management, LLC17,782$1.0B0.01%Share
39MERCER GLOBAL ADVISORS INC /ADV19,602$1.0B0.00%Share
40CITIGROUP INC16,187$1.0B0.00%Share
41Western Wealth Management, LLC17,683$1.0B0.05%Share
42FMR LLC18,605$1.0B0.00%Share
43BANK OF AMERICA CORP /DE/28,918$1.0B0.00%Share
44Philip James Wealth Mangement, LLC14,789$983.0M0.11%Share
45CONDOR CAPITAL MANAGEMENT14,787$983.0M0.08%Share
46Paragon Private Wealth Management, LLC14,265$948.0M0.29%Share
47COMERICA BANK14,086$936.0M0.00%Share
48HOWARD WEALTH MANAGEMENT, LLC13,060$868.0M0.38%Share
49Cornerstone Wealth Management, LLC12,444$827.0M0.04%Share
50Wealthspire Retirement, LLC11,315$752.0M0.05%Share

PWV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025179$360.9B+82
Q3 202597$315.0B-60
Q2 2025157$444.0B-3
Q1 2025160$631.0B+18
Q4 2024142$6.4T+21
Q3 2024121$84.6T+11
Q2 2024110$17.7T+9
Q1 2024101$1060.2T—

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As of Q4 2025, 50 institutional investors hold PWV (Invesco Large Cap Value ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $44.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PWV?

As of Q4 2025, 50 institutional investors report holding PWV (Invesco Large Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of PWV?

The largest institutional holder of PWV is BANK OF AMERICA CORP /DE/ with $44.0B in shares.

Is institutional ownership of PWV increasing or decreasing?

This quarter, 12 institutions opened new positions in PWV and 3 closed their positions.