INVESCO LARGE CAP VALUE ETF (PWV) Institutional Ownership Changes & 13F Activity

INVESCO LARGE CAP VALUE ETF (PWV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Waverly Advisors, Llc, Morgan Stanley, Osaic Holdings, Inc., Jpmorgan Chase & Co, and Two Sigma Investments, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+10,38010,380$786.49KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+14,196+75.0%33,131$2.51MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-22,528-21.0%84,548$6.41MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+2,684+83.0%5,917$448.30KQ2 2026Aug 17, 2026
Waverly Advisors, LlcBuy+207,927+1259.2%224,439$17.01MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+50,173+44.3%163,533$12.39MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+39,10039,100$2.96MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+24,610+4.6%564,589$42.78MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+16,910+90.8%35,524$2.74MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-13,867-63.9%7,834$593.58KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+8,887+58.3%24,130$1.83MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+6,723+0.8%827,805$62.72MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+5,598+4.1%142,748$10.82MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-3,471-2.6%128,295$9.72MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-2,595-1.6%159,560$12.09MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+1,000+5.7%18,510$1.40MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+390390$29.55KQ2 2026Aug 14, 2026
Strategic Investment Advisors / MiSell-165-2.4%6,750$511.48KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+51+318.8%67$5.08KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+8+0.2%3,974$301.09KQ2 2026Aug 14, 2026
Morgan StanleyBuy+161,680+4.6%3,694,080$279.90MQ2 2026Aug 13, 2026
Ubs Group AgSell-16,668-3.6%448,413$33.98MQ2 2026Aug 13, 2026
Marshall Wace, LlpBuy+3,8933,893$294.97KQ2 2026Aug 13, 2026
Fmr LlcBuy+1,997+10.2%21,631$1.64MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-1,153-1.1%102,602$7.77MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,070+0.8%127,080$9.63MQ2 2026Aug 13, 2026
Allspring Global Investments Holdings, LlcBuy+600+109.1%1,150$88.63KQ2 2026Aug 13, 2026
Beacon Capital Management, Inc.Buy+574574$43.49KQ2 2026Aug 13, 2026
Mariner, LlcBuy+172+1.2%14,407$1.09MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+48,84348,843$3.75MQ2 2026Aug 12, 2026
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Frequently asked questions about PWV activity

  • Which institutional owners are buying PWV?

    Institutional owners buying PWV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PWV activity?

    "Buy" means an investor increased their reported position in PWV compared to the prior reporting period. This reflects growing exposure to INVESCO LARGE CAP VALUE ETF (PWV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PWV increasing?

    Institutional interest in PWV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.