Vault-13

INVESCO EXCHANGE TRADED FD T PWV

LARGE CAP VALUE · ETP · CUSIP 46137V738

170 institutional holders +9 vs Q1 2025
12,386,28012.4m shares reported held*
$769.7mreported value*
13 new 50 added 43 reduced 5 sold out net bought ≈ $52.6m (+846.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $62.14.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 132Q4 22: 145Q1 23: 140Q2 23: 135Q3 23: 133Q4 23: 139Q1 24: 142Q2 24: 149Q3 24: 159Q4 24: 160Q1 25: 161Q2 25: 170170Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022132
Q4 2022145
Q1 2023140
Q2 2023135
Q3 2023133
Q4 2023139
Q1 2024142
Q2 2024149
Q3 2024159
Q4 2024160
Q1 2025161
Q2 2025170

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 36 bought or addedQ3 23: 47 cut or sold outQ4 23: 36 bought or addedQ4 23: 46 cut or sold outQ4 23Q1 24: 51 bought or addedQ1 24: 48 cut or sold outQ2 24: 47 bought or addedQ2 24: 46 cut or sold outQ2 24Q3 24: 62 bought or addedQ3 24: 41 cut or sold outQ4 24: 47 bought or addedQ4 24: 58 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 52 cut or sold outQ2 25: 63 bought or addedQ2 25: 48 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233647
Q4 20233646
Q1 20245148
Q2 20244746
Q3 20246241
Q4 20244758
Q1 20256352
Q2 20256348

Biggest buyers

LPL Financial LLC Added +151,169+151.2k
Rockefeller Capital Management L.P. Added +141,503+141.5k
ROYAL BANK OF CANADA Added +134,553+134.6k
BANK OF AMERICA CORP /DE/ Added +134,052+134.1k
Stratos Investment Management, LLC New +122,026+122.0k
Cetera Investment Advisers Added +38,367+38.4k
Firestone Capital Management New +37,513+37.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +31,123+31.1k
IAG Wealth Partners, LLC Added +20,025+20.0k
Cambridge Investment Research Advisors, Inc. Added +19,423+19.4k

Biggest sellers

Maia Wealth LLC Reduced -19,984-20.0k
Geneos Wealth Management Inc. Reduced -13,269-13.3k
Arkadios Wealth Advisors Reduced -12,328-12.3k
Ameritas Advisory Services, LLC Reduced -10,128-10.1k
BNP PARIBAS FINANCIAL MARKETS Reduced -10,000-10.0k
Wharton Business Group, LLC Reduced -8,737-8.7k
NORTHERN TRUST CORP Sold out -7,737-7.7k
Atlas Private Wealth Advisors Reduced -7,220-7.2k
GOLDMAN SACHS GROUP INC Sold out -6,797-6.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -6,684-6.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 3,735,2073.7m $232.1m $232.1m 0.02% Added +2.0k +1,961
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,371,5511.4m $85.2m $85.2m 0.03% Added +151.2k +151,169
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 774,088774.1k $48.1m $48.1m 0.00% Added +134.1k +134,052
4 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 538,770538.8k $33.5m $33.5m 0.02% Reduced -494 -494
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 497,818497.8k $30.9m $30.9m 0.01% Reduced -1.1k -1,105
6 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 479,940479.9k $29.8m $29.8m 0.04% Added +31.1k +31,123
7 Atlas Private Wealth Advisors 3.59% of their portfolio RED BANK, NJ 449,363449.4k $27.9m $27.9m 3.59% Reduced -7.2k -7,220
8 IAG Wealth Partners, LLC 2.55% of their portfolio WAUKESHA, WI 310,057310.1k $19.3m $19.3m 2.55% Added +20.0k +20,025
9 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 288,050288.1k $17.9m $17.9m 0.02% Added +141.5k +141,503
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 282,388282.4k $17.5m $17.5m 0.00% Added +134.6k +134,553
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 263,460263.5k $16.4m $16.4m 0.01% Added +1.2k +1,190
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 194,151194.2k $12.1m $12.1m 0.00% Added +7.9k +7,903
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 174,323174.3k $10.8m $10.8m 0.00% Added +18.4k +18,414
14 Wharton Business Group, LLC 0.45% of their portfolio MALVERN, PA 170,370170.4k $10.6m $10.6m 0.45% Reduced -8.7k -8,737
15 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 153,455153.5k $9.5m $9.5m 0.05% Added +12.8k +12,792
16 Cullen/Frost Bankers, Inc. 0.12% of their portfolio San Antonio, TX 151,182151.2k $9.4m $9.4m 0.12% Added +1.6k +1,640
17 Regal Investment Advisors LLC 0.61% of their portfolio KENTWOOD, MI 131,708131.7k $8.2m $8.2m 0.61% Added +2.6k +2,555
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 126,878126.9k $7.9m $7.9m 0.01% Added +9.5k +9,515
19 Stratos Investment Management, LLC 0.35% of their portfolio BEACHWOOD, OH 122,026122.0k $7.6m $7.6m 0.35% New
20 Ullmann Wealth Partners Group, LLC 0.81% of their portfolio JACKSONVILLE BEACH, FL 110,267110.3k $6.9m $6.9m 0.81% Added +20 +20
21 Stonebridge Financial Group, LLC 0.65% of their portfolio Wormleysburg, PA 107,396107.4k $6.7m $6.7m 0.65% Reduced -995 -995
22 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 105,442105.4k $6.6m $6.6m 0.01% Reduced -4.6k -4,582
23 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 104,422104.4k $6.5m $6.5m 0.05% Reduced -616 -616
24 Arkadios Wealth Advisors 0.19% of their portfolio ATLANTA, GA 100,174100.2k $6.2m $6.2m 0.19% Reduced -12.3k -12,328
25 Good Life Advisors, LLC 0.33% of their portfolio READING, PA 85,57385.6k $5.3m $5.3m 0.33% Added +8.1k +8,133
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 77,60177.6k $4.8m $4.8m 0.01% Added +19.4k +19,423
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 75,31175.3k $4.7m $4.7m 0.01% Added +38.4k +38,367
28 Mill Creek Capital Advisors, LLC 0.10% of their portfolio Conshohocken, PA 69,01369.0k $4.3m $4.3m 0.10% Unchanged
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 56,16356.2k $3.5m $3.5m 0.00% Reduced -2.0k -1,959
30 Horizon Family Wealth, Inc. 1.96% of their portfolio CHICAGO, IL 51,66451.7k $3.2m $3.2m 1.96% Added +365 +365
31 Cooksen Wealth, LLC 2.57% of their portfolio THE WOODLANDS, TX 51,51151.5k $3.2m $3.2m 2.57% Reduced -800 -800
32 AGH Wealth Advisors, LLC 2.37% of their portfolio Wichita, KS 46,31746.3k $2.9m $2.9m 2.37% Added +380 +380
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 44,54444.5k $2.8m $2.8m 0.00% Added +14.8k +14,799
34 Main Street Financial Solutions, LLC 0.18% of their portfolio NEWTOWN, PA 39,32239.3k $2.4m $2.4m 0.18% Reduced -100 -100
35 Firestone Capital Management 0.55% of their portfolio SOUTH MIAMI, FL 37,51337.5k $2.3m $2.3m 0.55% New
36 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 36,78936.8k $2.3m $2.3m 0.00% Reduced -137 -137
37 Parallel Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 35,15035.1k $2.2m $2.2m 0.04% Unchanged
38 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 33,37733.4k $2.1m $2.1m 0.07% Added +128 +128
39 Prosperity Consulting Group, LLC 0.12% of their portfolio OWINGS MILLS, MD 26,49826.5k $1.6m $1.6m 0.12% Unchanged
40 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,03426.0k $1.6m $1.6m 0.00% Added +5.1k +5,057
41 Evolution Advisers, Inc. 0.74% of their portfolio RICHMOND, VA 24,30024.3k $1.5m $1.5m 0.74% Unchanged
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,25824.3k $1.5m $1.5m 0.00% Added +17.1k +17,148
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 23,90923.9k $1.5m $1.5m 0.00% Added +1.4k +1,372
44 Philip James Wealth Mangement, LLC 0.19% of their portfolio MILTON, GA 23,82723.8k $1.5m $1.5m 0.19% Added +165 +165
45 WILLNER & HELLER, LLC 1.18% of their portfolio ENCINO, CA 22,48222.5k $1.4m $1.4m 1.18% Reduced -1.5k -1,490
46 JNBA Financial Advisors 0.12% of their portfolio BLOOMINGTON, MN 20,77720.8k $1.3m $1.3m 0.12% Reduced -488 -488
47 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,02419.0k $1.2m $1.2m 0.00% Added +500 +500
48 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 18,66218.7k $1.2m $1.2m 0.01% Added +444 +444
49 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 18,65818.7k $1.2m $1.2m 0.00% Reduced -399 -399
50 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 18,57618.6k $1.2m $1.2m 0.01% Added +28 +28
51 Evercore Wealth Management, LLC 0.02% of their portfolio New York, NY 17,78217.8k $1.1m $1.1m 0.02% Unchanged
52 FMR LLC 0.00% of their portfolio BOSTON, MA 16,81216.8k $1.0m $1.0m 0.00% Reduced -2.1k -2,073
53 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 16,36816.4k $1.0m $1.0m 0.06% Reduced -50 -50
54 CPC Advisors, LLC 0.13% of their portfolio Atlanta, GA 16,25116.3k $1.0m $1.0m 0.13% Reduced -117 -117
55 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,21516.2k $1.0m $1.0m 0.00% Reduced -76 -76
56 COMERICA BANK 0.00% of their portfolio DALLAS, TX 15,47115.5k $961.4k $961.4k 0.00% Reduced -1.2k -1,195
57 FIDUCIENT ADVISORS LLC 0.12% of their portfolio Chicago, IL 15,46515.5k $961.0k $961.0k 0.12% Unchanged
58 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,27315.3k $949.1k $949.1k 0.00% Added +3.5k +3,497
59 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 14,96315.0k $929.8k $929.8k 0.05% Reduced -10.1k -10,128
60 CONDOR CAPITAL MANAGEMENT 0.08% of their portfolio MARTINSVILLE, NJ 14,93714.9k $928.2k $928.2k 0.08% Unchanged
61 Institute for Wealth Management, LLC. 0.10% of their portfolio DENVER, CO 14,31414.3k $889.5k $889.5k 0.10% Reduced -299 -299
62 Paragon Private Wealth Management, LLC 0.35% of their portfolio LEXINGTON, KY 14,26514.3k $886.4k $886.4k 0.35% Unchanged
63 HOWARD WEALTH MANAGEMENT, LLC 0.42% of their portfolio Madison, CT 13,44713.4k $835.6k $835.6k 0.42% Unchanged
64 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,48012.5k $775.5k $775.5k 0.00% Reduced -4.5k -4,452
65 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 12,14812.1k $754.9k $754.9k 0.00% Unchanged
66 MSH Capital Advisors LLC 0.21% of their portfolio SCOTTSDALE, AZ 11,88711.9k $738.7k $738.7k 0.21% Reduced -1.7k -1,670
67 Wealthspire Retirement, LLC 0.05% of their portfolio ALISO VIEJO, CA 11,31511.3k $703.1k $703.1k 0.05% Unchanged
68 Cornerstone Wealth Management, LLC 0.04% of their portfolio ST. PETERS, MO 10,80810.8k $671.6k $671.6k 0.04% Added +53 +53
69 Retirement Investment Advisors, Inc. 0.06% of their portfolio OKLAHOMA CITY, OK 10,39310.4k $645.8k $645.8k 0.06% Reduced -8 -8
70 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,29110.3k $639.0k $639.0k 0.00% Added +812 +812
71 Armbruster Capital Management, Inc. 0.11% of their portfolio PITTSFORD, NY 10,11710.1k $628.7k $628.7k 0.11% Unchanged
72 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 10,00010.0k $621.4k $621.4k 0.00% Reduced -10.0k -10,000
73 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 9,8089.8k $609.5k $609.5k 0.01% Unchanged
74 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,7659.8k $606.8k $606.8k 0.00% Added +5 +5
75 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 9,6659.7k $600.6k $600.6k 0.01% Reduced -119 -119
76 SimpliFi, Inc. 0.25% of their portfolio SAN DIEGO, CA 9,0039.0k $559.4k $559.4k 0.25% Added +64 +64
77 Bedel Financial Consulting, Inc. 0.07% of their portfolio INDIANAPOLIS, IN 8,8328.8k $548.8k $548.8k 0.07% Unchanged
78 HARMONY ASSET MANAGEMENT LLC 0.19% of their portfolio SCOTTSDALE, AZ 8,3298.3k $517.6k $517.6k 0.19% Added +19 +19
79 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 8,1338.1k $505.4k $505.4k 0.01% Added +14 +14
80 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,0478.0k $500.1k $500.1k 0.00% Unchanged
81 Strategic Investment Advisors / MI 0.05% of their portfolio FARMINGTON HILLS, MI 7,9858.0k $496.2k $496.2k 0.05% Reduced -145 -145
82 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,5767.6k $470.8k $470.8k 0.01% Reduced -18 -18
83 Wescott Financial Advisory Group, LLC 0.04% of their portfolio Philadelphia, PA 7,1197.1k $442.4k $442.4k 0.04% Unchanged
84 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,9326.9k $430.8k $430.8k 0.01% Reduced -13.3k -13,269
85 Parker Financial LLC 0.18% of their portfolio SILVERDALE, WA 6,6786.7k $415.0k $415.0k 0.18% Reduced -991 -991
86 FLORIDA FINANCIAL ADVISORS, LLC 0.09% of their portfolio TAMPA, FL 6,6616.7k $413.9k $413.9k 0.09% New
87 TCTC Holdings, LLC 0.01% of their portfolio DALLAS, TX 6,5476.5k $406.8k $406.8k 0.01% Unchanged
88 MCF Advisors LLC 0.03% of their portfolio LEXINGTON, KY 6,5006.5k $403.9k $403.9k 0.03% Unchanged
89 RDA Financial Network 0.11% of their portfolio AKRON, IA 6,3506.3k $394.6k $394.6k 0.11% Unchanged
90 Wedmont Private Capital 0.02% of their portfolio WEST CHESTER, PA 6,2236.2k $386.5k $386.5k 0.02% Unchanged
91 Rockwood Wealth Management, LLC 0.03% of their portfolio New Hope, PA 6,0496.0k $375.9k $375.9k 0.03% Unchanged
92 WealthShield Partners, LLC 0.04% of their portfolio CARY, NC 5,9536.0k $369.9k $369.9k 0.04% Reduced -720 -720
93 Financial Perspectives, Inc 0.10% of their portfolio MINNEAPOLIS, MN 5,4065.4k $335.9k $335.9k 0.10% Added +20 +20
94 GREENLEAF TRUST 0.00% of their portfolio KALAMAZOO, MI 5,3885.4k $334.8k $334.8k 0.00% Unchanged
95 Alpha Cubed Investments, LLC 0.01% of their portfolio COSTA MESA, CA 5,3715.4k $333.7k $333.7k 0.01% Added +838 +838
96 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,3405.3k $331.8k $331.8k 0.01% Reduced -340 -340
97 True Wealth Design, LLC 0.11% of their portfolio AKRON, OH 5,2065.2k $323.5k $323.5k 0.11% Unchanged
98 Sound View Wealth Advisors Group, LLC 0.02% of their portfolio SAVANNAH, GA 4,9384.9k $306.8k $306.8k 0.02% Unchanged
99 Solutions 4 Wealth, Ltd 0.49% of their portfolio SOUTHLAKE, TX 4,7564.8k $295.6k $295.6k 0.49% Added +127 +127
100 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 4,6194.6k $287.1k $287.1k 0.01% New