Who Owns PWV?
Invesco Large Cap Value ETF — Institutional Ownership & 13F Holdings
$72.10
+0.22 (+0.31%)
Market Cap
$1.4B
Shares Outstanding
18,961,315
Institutional Holders
160
Total Inst. Value
$509.7M
% of Float Held
—
QoQ Holder Change
+59
Institutional data as of Q1 2025
New Positions
31
Closed Positions
13
Increased
44
Decreased
39
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $222.2M | 3,733,246 |
| 2 | BANK OF AMERICA CORP /DE/ | $38.1M | 640,036 |
| 3 | UBS Group AG | $29.7M | 498,923 |
| 4 | Atlas Private Wealth Advisors | $27.2M | 456,583 |
| 5 | IAG Wealth Partners, LLC | $17.3M | 290,032 |
| 6 | RAYMOND JAMES FINANCIAL INC | $15.6M | 262,270 |
| 7 | Wharton Business Group, LLC | $10.7M | 179,107 |
| 8 | WELLS FARGO & COMPANY/MN | $9.3M | 155,909 |
| 9 | ROYAL BANK OF CANADA | $8.8M | 147,835 |
| 10 | Rockefeller Capital Management L.P. | $8.7M | 146,547 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +65K | $222.2M |
| BANK OF AMERICA CORP /DE/ | +12K | $38.1M |
| Atlas Private Wealth Advisors | +179K | $27.2M |
| IAG Wealth Partners, LLC | +7K | $17.3M |
| RAYMOND JAMES FINANCIAL INC | +4K | $15.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ullmann Wealth Partners Group, LLC | -9K | $7K |
| Cambridge Investment Research Advisors, Inc. | -7K | $3.5M |
| Kestra Advisory Services, LLC | -7K | $8K |
| Arkadios Wealth Advisors | -5K | $6.7M |
| PNC FINANCIAL SERVICES GROUP, INC. | -5K | $149K |
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Frequently Asked Questions
How many institutional investors hold PWV?
As of Q1 2025, 160 institutional investors report holding PWV (Invesco Large Cap Value ETF) in their 13F filings.
Which hedge fund owns the most PWV?
The largest institutional holder of PWV is MORGAN STANLEY with $222.2M in shares.
Are institutions buying or selling PWV?
This quarter, 31 institutions opened new positions in PWV and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.