I
Invesco Large Cap Value
PWV • ARCA
Invesco Large Cap Value is an exchange-traded fund on ARCA. As of Q3 2025, 168 institutional investors hold shares in this ETF, with total holdings valued at $782.4M. MORGAN STANLEY is the largest holder with a position valued at $236.5M.
Overview
Overview of institutional ownership in PWV as of Q3 2025
All Institutions
- Institutions
- 168
- Value Held
- $782.4M
- Shares Held
- 12.0M
- Avg Position
- $4.7M
- Median Position
- $441.3K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.3M
- Shares Held
- 34.6K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in PWV as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $236.5M 0.01% of portfolio |
L LPL Financial LLC Institution | $99.7M 0.03% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $53.2M 0.00% of portfolio |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $36.8M 0.02% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $33.1M 0.05% of portfolio |
 UBS Group AG Institution | $31.7M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $21.4M 0.01% of portfolio |
 IAG Wealth Partners, LLC RIA/Wealth | $20.7M 2.48% of portfolio |
A Atlas Private Wealth Advisors RIA/Wealth | $14.4M 3.53% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $13.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PWV in Q3 2025
- Traded
- +$1.6M
- Buyers
- 64
- Sellers
- 45
- Total Bought
- +$39.1M
- Total Sold
- −$37.5M
- Avg Position
- $4.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$10.3M +157.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$4.2M +64.0K shares |
 CAPSTONE WEALTH MANAGEMENT GROUP, LLC RIA/Wealth | +$4.2M +63.8K shares |
 Private Advisor Group, LLC RIA/Wealth | +$2.9M +44.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.7M +41.6K shares |
 GOLDMAN SACHS GROUP INC Institution | +$2.2M +34.1K shares |
 Fundamentun, LLC RIA/Wealth | +$2.2M +33.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.9M +28.4K shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | +$1.7M +25.7K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$1.5M +22.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A Atlas Private Wealth Advisors RIA/Wealth | −$14.9M −229.1K shares |
MORGAN STANLEY RIA/Wealth | −$7.1M −108.9K shares |
 AMERIPRISE FINANCIAL INC Institution | −$3.3M −48.8K shares |
−$3.2M −48.4K shares | |
A Advisor Group Holdings, Inc. Institution | −$2.9M −44.3K shares |
−$1.1M −16.9K shares | |
UBS Group AG Institution | −$761.6K −11.7K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$635.7K −9.7K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | −$621.4K −10.0K shares |
 Rockefeller Capital Management L.P. Long Only Manager | −$473.5K −7.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PWV in Q3 2025
- New Positions
- 6
- New Value
- $6.1M
- Exited Positions
- 7
- Exited Value
- $1.4M
New Positions
| Institution | Position Value |
|---|---|
CAPSTONE WEALTH MANAGEMENT GROUP, LLC RIA/Wealth | $4.2M 63.8K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $1.5M 22.5K shares |
D Dodds Wealth, LLC RIA/Wealth | $337.1K 5.2K shares |
 CX Institutional RIA/Wealth | $95.1K 1.5K shares |
 Allspring Global Investments Holdings, LLC Long Only Manager | $35.5K 550.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $12.0 0.2 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
B BNP PARIBAS ARBITRAGE, SA Institution | $621.4K 10.0K shares |
 Advisor Resource Council RIA/Wealth | $260.5K 4.2K shares |
 Maia Wealth LLC RIA/Wealth | $227.4K 3.7K shares |
 Betterment LLC RIA/Wealth | $209.3K 3.4K shares |
 FIRST FINANCIAL HOLDINGS, INC. Institution | $43.2K 695.0 shares |
 Bellwether Advisors, LLC RIA/Wealth | $26.7K 430.0 shares |
 Ridgewood Investments LLC RIA/Wealth | $21.7K 350.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PWV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PWV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A Atlas Private Wealth Advisors RIA/Wealth | 3.53% $14.4M |
 Cooksen Wealth, LLC RIA/Wealth | 2.51% $3.4M |
IAG Wealth Partners, LLC RIA/Wealth | 2.48% $20.7M |
 AGH Wealth Advisors, LLC RIA/Wealth | 2.40% $3.3M |
 Horizon Family Wealth, Inc. RIA/Wealth | 1.94% $3.4M |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC RIA/Wealth | 1.76% $4.2M |
 WILLNER & HELLER, LLC RIA/Wealth | 1.13% $1.5M |
 Ullmann Financial Group, Inc. Institution | 0.77% $7.1M |
 Stonebridge Financial Group, LLC RIA/Wealth | 0.62% $7.0M |
 Regal Investment Advisors, LLC RIA/Wealth | 0.57% $8.7M |
Hedge Fund Spotlight
Discover hedge funds investing in PWV
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Invesco Large Cap Value
- Market Value
- $1.5M
- Shares Held
- 22.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
