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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Spwm Advisors Llc, Royal Bank Of Canada, and Regal Investment Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Raymond James Financial IncBuy+460,396—460,396$30.63MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+19,602—19,602$1.30MQ4 2025Feb 18, 2026
Wealthspire Retirement, LlcBuy+11,315—11,315$752.67KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+5,063—5,063$336.79KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+247—247$16.43KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+808,507—808,507$53.78MQ4 2025Feb 17, 2026
Spwm Advisors LlcBuy+159,637—159,637$10.62MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+140,601—140,601$9.35MQ4 2025Feb 17, 2026
Regal Investment Advisors LlcBuy+135,666—135,666$9.02MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+133,117—133,117$8.86MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+106,791—106,791$7.11MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+105,777—105,777$7.04MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+98,643—98,643$6.56MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+86,930—86,930$5.78MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+75,183—75,183$5.00MQ4 2025Feb 17, 2026
Prosperity Consulting Group, LlcBuy+26,498—26,498$1.76MQ4 2025Feb 17, 2026
Fmr LlcBuy+18,605—18,605$1.24MQ4 2025Feb 17, 2026
Evercore Wealth Management, LlcBuy+17,782—17,782$1.18MQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+16,492—16,492$1.10MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+15,020—15,020$999.14KQ4 2025Feb 17, 2026
Creative PlanningBuy+10,685—10,685$710.78KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+8,510—8,510$566.09KQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+7,664—7,664$509.81KQ4 2025Feb 17, 2026
Strategic Investment Advisors / MiBuy+7,345—7,345$488.61KQ4 2025Feb 17, 2026
Garden State Investment Advisory Services LlcBuy+4,451—4,451$296.25KQ4 2025Feb 17, 2026
Beacon Investment Advisors LlcBuy+4,095—4,095$272.40KQ4 2025Feb 17, 2026
Howe & Rusling IncBuy+2,694—2,694$179.21KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+2,575—2,575$171.29KQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+850—850$56.54KQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+40—40$2.66KQ4 2025Feb 17, 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.

PWV Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet