PWV · Invesco Large Cap Value ETF ETF
$82.58
-0.66 (-0.79%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $800,206
Total Shares: 10,561
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
98.3%
+71.4 pts
Top 5
100.0%
+43.3 pts
Top 10
100.0%
+30.0 pts
HHI
9,663
Highly concentrated+8,570
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
181
Unchanged
1
Holder count:
-180
Institutional value:
-99.9%
Shares held:
-99.9%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 10,380 | $786,492 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 3,532,400 | $246,243,603 | |
| Mega LPL Financial LLC | 2,039,976 | $142,206,726 | |
| Mega BANK OF AMERICA CORP /DE/ | 821,082 | $57,237,625 | |
| Mega RAYMOND JAMES FINANCIAL INC | 539,979 | $37,641,935 | |
| Mega PNC FINANCIAL SERVICES GROUP, INC. | 519,784 | $36,234,141 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PWV | $786,492 | 98.29% | 10,380 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC PWV | $13,714 | 1.71% | 181 | Shares | 2026-08-27 |