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Invesco Large Cap Value ETF (PWV) Institutional Ownership

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$56.46
+0.53 (+0.95%)
(As of 05/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Large Cap Value ETF (NYSEARCA:PWV)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$53.48M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$48.49M
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PWV Institutional Buying and Selling by Quarter

Invesco Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 TCTC Holdings LLC6,547$371K0.0%-18.8%0.041%
5/10/2024 Horizon Family Wealth Inc.50,131$2.84M2.2%+0.5%0.313%
5/9/2024 Condor Capital Management18,155$1.03M0.1%-36.7%0.113%
5/7/2024 Oppenheimer & Co. Inc.10,718$607K0.0%+2.4%0.067%
5/3/2024 MRA Advisory Group3,777$214K0.1%-14.0%0.024%
5/3/2024 GSA Capital Partners LLP8,335$472K0.0%-28.7%0.052%
5/2/2024 Consolidated Planning Corp18,351$1.04M0.2%-3.8%0.114%
5/1/2024 Janney Montgomery Scott LLC11,150$632K0.0%-2.4%0.070%
5/1/2024 Prosperity Consulting Group LLC26,498$1.50M0.2%N/A0.165%
4/30/2024 Private Advisor Group LLC18,844$1.07M0.0%+10.1%0.117%
4/30/2024 HB Wealth Management LLC4,386$249K0.0%N/A0.027%
4/29/2024Commonwealth Equity Services LLC76,895$4.36M0.0%+5.1%0.479%
4/26/2024 JNBA Financial Advisors28,240$1.60M0.2%-5.6%0.180%
4/25/2024 Cambridge Investment Research Advisors Inc.27,932$1.58M0.0%+3.2%0.178%
4/24/2024 Spire Wealth Management32,243$1.83M0.1%+2.1%0.206%
4/23/2024 Raymond James Financial Services Advisors Inc.178,223$10.10M0.0%+0.5%1.136%
4/19/2024 Financial Perspectives Inc5,380$305K0.1%-14.0%0.034%
4/19/2024 Advisor Resource Council4,192$238K0.1%N/A0.027%
4/17/2024 Grimes & Company Inc.3,912$222K0.0%N/A0.025%
4/10/2024 LexAurum Advisors LLC3,832$217K0.1%N/A0.023%
3/22/2024 PNC Financial Services Group Inc.497,922$25.27M0.0%-7.5%3.007%
3/22/2024 Cooksen Wealth LLC52,311$2.65M3.0%N/A0.316%
3/6/2024Willner & Heller LLC24,752$1.26M1.4%N/A0.149%
2/12/2024 Condor Capital Management28,667$1.46M0.2%+22.2%0.173%
2/9/2024 Cambridge Investment Research Advisors Inc.27,059$1.37M0.0%-9.2%0.163%
2/9/2024 Frazier Financial Advisors LLC661$34K0.0%N/A0.004%
2/9/2024 UBS Group AG523,510$26.56M0.0%-0.1%3.161%
2/9/2024 PNC Financial Services Group Inc.497,922$25.27M0.0%-7.5%3.007%
2/8/2024Retirement Investment Advisors Inc.13,417$681K0.1%-32.5%0.081%
2/8/2024 Horizon Family Wealth Inc.49,895$2.53M2.1%+0.5%0.301%
2/8/2024 JNBA Financial Advisors29,916$1.52M0.2%-6.7%0.181%
2/7/2024 Wharton Business Group LLC180,417$9.15M0.5%-12.1%1.089%
2/6/2024 Cullen Frost Bankers Inc.146,826$7.45M0.1%-1.2%0.887%
2/6/2024 Private Advisor Group LLC17,123$869K0.0%+36.4%0.103%
2/1/2024 Financial Perspectives Inc6,259$318K0.1%+5.5%0.038%
2/1/2024 Criterion Capital Advisors LLC3,155$160K0.1%N/A0.019%
1/31/2024 Western Wealth Management LLC16,858$855K0.1%-12.5%0.102%
1/31/2024Cambridge Trust Co.1,710$87K0.0%-19.0%0.010%
1/29/2024 Koshinski Asset Management Inc.5,240$266K0.0%N/A0.032%
1/26/2024 Cerity Partners LLC4,584$232K0.0%N/A0.028%
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1/24/2024 Arkadios Wealth Advisors129,944$6.59M0.6%+9.8%0.785%
1/18/2024 Parker Financial LLC19,813$1.01M0.6%-5.0%0.120%
1/18/2024 Good Life Advisors LLC41,302$2.10M0.2%+13.8%0.249%
1/18/2024 Planned Solutions Inc.1,825$93K0.0%N/A0.011%
1/16/2024 Raymond James Financial Services Advisors Inc.177,316$9.00M0.0%+8.7%1.071%
1/16/2024 Raymond James & Associates52,846$2.68M0.0%+42.8%0.319%
1/11/2024 Ullmann Wealth Partners Group LLC125,386$6.36M1.0%-0.4%0.757%
1/11/2024 Atlas Private Wealth Advisors390,881$19.83M3.7%-48.8%2.360%
1/10/2024 Strategic Investment Advisors MI10,326$524K0.1%-7.8%0.062%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC26,498$1.35M0.5%-3.3%0.160%
11/16/2023 Horizon Family Wealth Inc.49,627$2.32M0.9%+0.5%0.300%
11/15/2023 GSA Capital Partners LLP15,612$731K0.1%+13.1%0.094%
11/14/2023Retirement Investment Advisors Inc.19,884$931K0.1%+10.5%0.120%
11/13/2023Mariner LLC21,512$1.01M0.0%+74.0%0.130%
11/13/2023 LPL Financial LLC909,072$42.55M0.0%-10.1%5.490%
11/13/2023 Envestnet Asset Management Inc.139,289$6.52M0.0%+62.6%0.841%
11/13/2023Kestra Advisory Services LLC105,536$4.94M0.0%+7.8%0.637%
11/13/2023 PNC Financial Services Group Inc.538,289$25.19M0.0%+7.6%3.251%
11/9/2023 UBS Group AG523,865$24.52M0.0%-0.3%3.163%
11/8/2023 Janney Montgomery Scott LLC11,425$535K0.0%+7.9%0.069%
11/8/2023 MRA Advisory Group110,038$5.15M3.7%+12.7%0.664%
11/8/2023 Western Wealth Management LLC19,271$902K0.1%-10.6%0.116%
11/8/2023 Oppenheimer & Co. Inc.9,638$451K0.0%-2.9%0.058%
11/6/2023 Wharton Business Group LLC205,301$9.61M0.5%-0.9%1.240%
11/4/2023 NBC Securities Inc.650$30K0.0%N/A0.004%
11/2/2023 JNBA Financial Advisors32,051$1.50M0.2%-2.4%0.194%
11/2/2023 Cullen Frost Bankers Inc.148,577$6.95M0.1%-3.8%0.897%
10/26/2023 Parker Financial LLC20,865$979K0.7%-14.5%0.126%
10/25/2023 Strategic Investment Advisors MI11,201$524K0.1%N/A0.068%
10/24/2023 Raymond James Financial Services Advisors Inc.163,050$7.63M0.0%+2.7%0.985%
10/24/2023 Raymond James & Associates37,005$1.73M0.0%-2.8%0.223%
10/24/2023 Cambridge Investment Research Advisors Inc.29,795$1.39M0.0%-1.3%0.180%
10/13/2023 Arkadios Wealth Advisors118,400$5.54M0.5%+15.8%0.715%
10/13/2023 Ullmann Wealth Partners Group LLC125,896$5.89M1.1%+0.2%0.760%
10/11/2023 Geneos Wealth Management Inc.6,987$327K0.0%+164.3%0.042%
10/11/2023 SimpliFi Inc.11,067$518K0.3%-4.5%0.067%
10/11/2023 Atlas Private Wealth Advisors764,130$35.76M6.8%-0.4%4.614%
8/30/2023 Western Wealth Management LLC21,563$1.01M0.1%-16.2%0.130%
8/14/2023Retirement Investment Advisors Inc.17,998$839K0.1%+2.7%0.109%
8/11/2023 Horizon Family Wealth Inc.49,356$2.30M2.2%+0.7%0.298%
8/11/2023Kestra Advisory Services LLC97,901$4.57M0.0%-0.6%0.591%
8/11/2023 PNC Financial Services Group Inc.500,152$23.32M0.0%-4.8%3.020%
8/10/2023 Osaic Holdings Inc.244,348$11.35M0.0%-2.7%1.476%
8/10/2023Commonwealth Equity Services LLC73,164$3.41M0.0%-0.4%0.442%
8/10/2023 US Bancorp DE1,849$86K0.0%-26.2%0.011%
8/10/2023Cetera Advisor Networks LLC31,291$1.46M0.0%-5.1%0.189%
8/10/2023Cetera Investment Advisers10,522$491K0.0%-14.8%0.064%
8/9/2023 Spire Wealth Management31,574$1.47M0.1%-5.4%0.191%
8/8/2023 Geneos Wealth Management Inc.2,644$123K0.0%+129.9%0.016%
8/8/2023Prospera Financial Services Inc7,925$370K0.0%-3.2%0.048%
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8/7/2023 Wharton Business Group LLC207,171$9.66M0.6%+4.3%1.251%
8/4/2023 Envestnet Asset Management Inc.85,658$3.99M0.0%-20.0%0.517%
8/4/2023 Atlas Private Wealth Advisors767,220$35.78M7.2%+125.7%4.633%
8/4/2023 Cullen Frost Bankers Inc.154,405$7.20M0.1%-2.5%0.932%
8/3/2023 JNBA Financial Advisors32,848$1.53M0.2%-2.2%0.198%
8/3/2023 Maltin Wealth Management Inc.125,669$5.86M1.1%N/A0.759%
8/3/2023 WealthShield Partners LLC7,810$364K0.1%-7.5%0.047%
8/3/2023 Armbruster Capital Management Inc.10,117$472K0.1%-5.3%0.061%
8/3/2023 Oppenheimer & Co. Inc.9,930$463K0.0%-3.8%0.060%
8/2/2023 Bank of Montreal Can3,852$180K0.0%N/A0.023%
(Data available from 1/1/2016 forward)

PWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWV shares?

During the previous two years, 98 institutional investors and hedge funds held shares of Invesco Large Cap Value ETF. The most heavily invested institutionals were LPL Financial LLC ($42.55M), Bank of America Corp DE ($34.25M), UBS Group AG ($26.56M), PNC Financial Services Group Inc. ($25.27M), Atlas Private Wealth Advisors ($19.83M), Advisor Group Holdings Inc. ($13.26M), and Osaic Holdings Inc. ($11.35M).Learn more on PWV's institutional investors.

Which institutional investors have been buying Invesco Large Cap Value ETF stock?

Of the 72 institutional investors that purchased Invesco Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Private Wealth Advisors ($767.22K), LPL Financial LLC ($460.80K), Maltin Wealth Management Inc. ($251.34K), Raymond James Financial Services Advisors Inc. ($180.43K), First Heartland Consultants Inc. ($178.78K), PNC Financial Services Group Inc. ($114.98K), and Arkadios Wealth Advisors ($84.14K).

How much institutional buying is happening at Invesco Large Cap Value ETF?

Institutional investors have bought a total of 2,723,618 shares in the last 24 months. This purchase volume represents approximately $125.35M in transactions.

Which Invesco Large Cap Value ETF major shareholders have been selling company stock?

Of the 59 institutional investors that sold Invesco Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atlas Private Wealth Advisors ($376.34K), SimpliFi Inc. ($204.45K), LPL Financial LLC ($186.78K), PNC Financial Services Group Inc. ($105.83K), MRA Advisory Group ($100.11K), Envestnet Asset Management Inc. ($71.59K), and Northwestern Mutual Wealth Management Co. ($64.96K).

How much institutional selling is happening at Invesco Large Cap Value ETF?

Institutional investors have sold a total of 1,583,959 shares in the last 24 months. This volume of shares sold represents approximately $75.00M in transactions.


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This page (NYSEARCA:PWV) was last updated on 5/15/2024 by MarketBeat.com Staff

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