Vault-13

INVESCO EXCHANGE TRADED FD T PWV

LARGE CAP VALUE · ETP · CUSIP 46137V738

183 institutional holders +2 vs Q4 2025
13,165,14313.2m shares reported held*
$917.9mreported value*
10 new 52 added 53 reduced 6 sold out net bought ≈ $28.4m (+407.6k 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 ($280.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $69.72.

Trends to Q1 2026

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: 170Q3 25: 170Q4 25: 181Q1 26: 183183Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025170
Q4 2025181
Q1 2026183

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 47 bought or addedQ2 24: 46 cut or sold outQ3 24: 62 bought or addedQ3 24: 41 cut or sold outQ3 24Q4 24: 47 bought or addedQ4 24: 58 cut or sold outQ1 25: 63 bought or addedQ1 25: 52 cut or sold outQ1 25Q2 25: 63 bought or addedQ2 25: 48 cut or sold outQ3 25: 62 bought or addedQ3 25: 46 cut or sold outQ3 25Q4 25: 66 bought or addedQ4 25: 53 cut or sold outQ1 26: 62 bought or addedQ1 26: 59 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244746
Q3 20246241
Q4 20244758
Q1 20256352
Q2 20256348
Q3 20256246
Q4 20256653
Q1 20266259

Biggest buyers

Arkadios Wealth Advisors Added +226,423+226.4k
LPL Financial LLC Added +194,397+194.4k
RAYMOND JAMES FINANCIAL INC Added +79,583+79.6k
Stratos Investment Management, LLC Added +58,300+58.3k
CARY STREET PARTNERS FINANCIAL LLC Added +38,458+38.5k
Independent Advisor Alliance Added +25,360+25.4k
Private Advisor Group, LLC Added +19,790+19.8k
Kestra Advisory Services, LLC Added +17,300+17.3k
SPWM Advisors LLC Added +16,480+16.5k
71 West Capital Partners New +15,369+15.4k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -177,963-178.0k
MORGAN STANLEY Reduced -84,629-84.6k
PNC Financial Services Group, Inc. Reduced -43,343-43.3k
UBS Group AG Reduced -19,644-19.6k
Philip James Wealth Mangement, LLC Sold out -14,789-14.8k
GOLDMAN SACHS GROUP INC Sold out -9,814-9.8k
ROYAL BANK OF CANADA Reduced -8,835-8.8k
Bedel Financial Consulting, Inc. Sold out -8,832-8.8k
Rockefeller Capital Management L.P. Reduced -7,107-7.1k
Wharton Business Group, LLC Reduced -7,100-7.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,532,4003.5m $246.2m $246.2m 0.01% Reduced -84.6k -84,629
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,039,9762.0m $142.2m $142.2m 0.04% Added +194.4k +194,397
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 821,082821.1k $57.2m $57.2m 0.00% Added +12.6k +12,575
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 539,979540.0k $37.6m $37.6m 0.01% Added +79.6k +79,583
5 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 519,784519.8k $36.2m $36.2m 0.02% Reduced -43.3k -43,343
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 465,081465.1k $32.4m $32.4m 0.01% Reduced -19.6k -19,644
7 Arkadios Wealth Advisors 0.45% of their portfolio ATLANTA, GA 387,000387.0k $27.0m $27.0m 0.45% Added +226.4k +226,423
8 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 337,390337.4k $23.5m $23.5m 0.03% Reduced -178.0k -177,963
9 IAG Wealth Partners, LLC 2.51% of their portfolio WAUKESHA, WI 322,918322.9k $22.5m $22.5m 2.51% Reduced -920 -920
10 Atlas Private Wealth Advisors 3.93% of their portfolio RED BANK, NJ 239,544239.5k $16.7m $16.7m 3.93% Added +6.4k +6,396
11 Stratos Investment Management, LLC 0.59% of their portfolio BEACHWOOD, OH 210,881210.9k $14.7m $14.7m 0.59% Added +58.3k +58,300
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 203,823203.8k $14.2m $14.2m 0.00% Reduced -3.6k -3,625
13 SPWM Advisors LLC 11.17% of their portfolio TRAVERSE CITY, MI 176,117176.1k $12.9m $12.9m 11.17% Added +16.5k +16,480
14 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 167,056167.1k $11.6m $11.6m 0.04% Added +17.3k +17,300
15 Cullen/Frost Bankers, Inc. 0.13% of their portfolio San Antonio, TX 163,570163.6k $11.4m $11.4m 0.13% Added +6.4k +6,416
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 162,155162.2k $11.3m $11.3m 0.00% Reduced -4.4k -4,383
17 Wharton Business Group, LLC 0.41% of their portfolio MALVERN, PA 155,635155.6k $10.8m $10.8m 0.41% Reduced -7.1k -7,100
18 Regal Investment Advisors LLC 0.55% of their portfolio KENTWOOD, MI 137,150137.2k $9.6m $9.6m 0.55% Added +1.5k +1,484
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 131,766131.8k $9.2m $9.2m 0.00% Reduced -8.8k -8,835
20 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 126,010126.0k $8.8m $8.8m 0.02% Reduced -7.1k -7,107
21 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 113,360113.4k $7.9m $7.9m 0.01% Added +6.6k +6,569
22 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 107,076107.1k $7.1m $7.1m 0.05% Added +1.3k +1,299
23 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 103,755103.8k $7.2m $7.2m 0.01% Added +5.1k +5,112
24 Ullmann Wealth Partners Group, LLC 0.75% of their portfolio JACKSONVILLE BEACH, FL 103,549103.5k $7.2m $7.2m 0.75% Reduced -4.7k -4,744
25 Stonebridge Financial Group, LLC 0.59% of their portfolio Wormleysburg, PA 102,102102.1k $7.1m $7.1m 0.59% Reduced -5.2k -5,181
26 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 94,97395.0k $6.6m $6.6m 0.03% Added +19.8k +19,790
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 85,51485.5k $6.0m $6.0m 0.01% Reduced -1.4k -1,416
28 CARY STREET PARTNERS FINANCIAL LLC 0.12% of their portfolio RICHMOND, VA 70,10870.1k $4.9m $4.9m 0.12% Added +38.5k +38,458
29 Mill Creek Capital Advisors, LLC 0.10% of their portfolio Conshohocken, PA 69,01369.0k $4.8m $4.8m 0.10% Unchanged
30 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1.99% of their portfolio DUNMORE, PA 68,25368.3k $4.8m $4.8m 1.99% Added +839 +839
31 AGH Wealth Advisors, LLC 2.69% of their portfolio Wichita, KS 52,47152.5k $3.7m $3.7m 2.69% Added +1.4k +1,395
32 Horizon Family Wealth, Inc. 1.93% of their portfolio CHICAGO, IL 52,36452.4k $3.7m $3.7m 1.93% Added +255 +255
33 Cooksen Wealth, LLC 2.61% of their portfolio THE WOODLANDS, TX 51,51151.5k $3.6m $3.6m 2.61% Unchanged
34 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 49,94349.9k $3.5m $3.5m 0.03% Added +6.4k +6,373
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 46,46346.5k $3.2m $3.2m 0.00% Added +217 +217
36 Firestone Capital Management 0.54% of their portfolio SOUTH MIAMI, FL 37,36337.4k $2.6m $2.6m 0.54% Unchanged
37 Parallel Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 35,60535.6k $2.5m $2.5m 0.04% Reduced -331 -331
38 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 31,72931.7k $2.2m $2.2m 0.00% Reduced -524 -524
39 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 30,75330.8k $2.1m $2.1m 0.07% Added +54 +54
40 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 30,24030.2k $2.1m $2.1m 0.01% Added +1.4k +1,357
41 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 29,55229.6k $2.1m $2.1m 0.02% Added +25.4k +25,360
42 Prosperity Consulting Group, LLC 0.08% of their portfolio OWINGS MILLS, MD 26,49826.5k $1.8m $1.8m 0.08% Unchanged
43 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 26,15626.2k $1.8m $1.8m 0.00% Added +10.0k +9,969
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 25,65625.7k $1.8m $1.8m 0.00% Reduced -1.3k -1,301
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,50625.5k $1.8m $1.8m 0.00% Reduced -1.3k -1,304
46 Evolution Advisers, Inc. 0.70% of their portfolio RICHMOND, VA 23,79623.8k $1.7m $1.7m 0.70% Reduced -504 -504
47 WILLNER & HELLER, LLC 1.15% of their portfolio ENCINO, CA 22,16922.2k $1.5m $1.5m 1.15% Reduced -192 -192
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,70121.7k $1.5m $1.5m 0.00% Added +13.2k +13,191
49 FMR LLC 0.00% of their portfolio BOSTON, MA 19,63419.6k $1.4m $1.4m 0.00% Added +1.0k +1,029
50 Solutions 4 Wealth, Ltd 1.99% of their portfolio SOUTHLAKE, TX 18,99019.0k $1.3m $1.3m 1.99% Added +9.2k +9,243
51 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 18,93518.9k $1.3m $1.3m 0.00% Reduced -667 -667
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 18,61418.6k $1.3m $1.3m 0.00% Added +3.6k +3,594
53 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 18,20418.2k $1.3m $1.3m 0.00% Added +7.1k +7,106
54 CPC Advisors, LLC 0.20% of their portfolio Atlanta, GA 17,83117.8k $1.2m $1.2m 0.20% Unchanged
55 Evercore Wealth Management, LLC 0.02% of their portfolio New York, NY 17,78217.8k $1.2m $1.2m 0.02% Unchanged
56 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 17,51017.5k $1.2m $1.2m 0.05% Reduced -173 -173
57 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 16,51216.5k $1.2m $1.2m 0.01% Added +20 +20
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,61615.6k $1.1m $1.1m 0.00% Reduced -76 -76
59 FIDUCIENT ADVISORS LLC 0.14% of their portfolio Chicago, IL 15,46515.5k $1.1m $1.1m 0.14% Unchanged
60 71 West Capital Partners 0.05% of their portfolio BOSTON, MA 15,36915.4k $1.1m $1.1m 0.05% New
61 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 15,24315.2k $1.1m $1.1m 0.04% Reduced -152 -152
62 JNBA Financial Advisors 0.09% of their portfolio BLOOMINGTON, MN 15,09215.1k $1.1m $1.1m 0.09% Reduced -3.6k -3,626
63 Financial Solutions Advisory Group, Inc. 0.14% of their portfolio CHICAGO, IL 14,49014.5k $1.0m $1.0m 0.14% First filing
64 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 14,44014.4k $1.0m $1.0m 0.01% Unchanged
65 Paragon Private Wealth Management, LLC 0.31% of their portfolio LEXINGTON, KY 14,26514.3k $994.4k $994.4k 0.31% Unchanged
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,23514.2k $992.3k $992.3k 0.00% Added +4.4k +4,385
67 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,22414.2k $991.6k $991.6k 0.00% Added +6.6k +6,560
68 Institute for Wealth Management, LLC. 0.10% of their portfolio DENVER, CO 13,36813.4k $931.9k $931.9k 0.10% Reduced -374 -374
69 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 13,24913.2k $923.6k $923.6k 0.00% Added +12.7k +12,731
70 HOWARD WEALTH MANAGEMENT, LLC 0.38% of their portfolio Madison, CT 12,87212.9k $897.3k $897.3k 0.38% Reduced -188 -188
71 CONDOR CAPITAL MANAGEMENT 0.07% of their portfolio MARTINSVILLE, NJ 12,67212.7k $883.4k $883.4k 0.07% Reduced -2.1k -2,115
72 Cornerstone Wealth Management, LLC 0.04% of their portfolio ST. PETERS, MO 12,44412.4k $867.5k $867.5k 0.04% Unchanged
73 Wealthspire Retirement, LLC 0.05% of their portfolio ALISO VIEJO, CA 11,31511.3k $788.8k $788.8k 0.05% Unchanged
74 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 11,31011.3k $788.5k $788.5k 0.00% New
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,04611.0k $770.0k $770.0k 0.00% Reduced -1.8k -1,792
76 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,68510.7k $744.9k $744.9k 0.00% Unchanged
77 MSH Capital Advisors LLC 0.15% of their portfolio SCOTTSDALE, AZ 10,38710.4k $724.1k $724.1k 0.15% Reduced -1.5k -1,500
78 Retirement Investment Advisors, Inc. 0.06% of their portfolio OKLAHOMA CITY, OK 10,37110.4k $690.2k $690.2k 0.06% Added +104 +104
79 Armbruster Capital Management, Inc. 0.12% of their portfolio PITTSFORD, NY 10,11710.1k $705.3k $705.3k 0.12% Unchanged
80 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 9,8089.8k $683.7k $683.7k 0.01% Unchanged
81 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,7199.7k $678.0k $678.0k 0.00% Added +52 +52
82 SimpliFi, Inc. 0.28% of their portfolio SAN DIEGO, CA 9,7009.7k $676.2k $676.2k 0.28% Added +194 +194
83 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 9,5459.5k $665.4k $665.4k 0.01% Reduced -105 -105
84 HARMONY ASSET MANAGEMENT LLC 0.18% of their portfolio SCOTTSDALE, AZ 8,4188.4k $586.8k $586.8k 0.18% Added +199 +199
85 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 8,1618.2k $568.9k $568.9k 0.01% Added +10 +10
86 Stonebridge Wealth Management, LLC 0.49% of their portfolio OAK BROOK, IL 7,3647.4k $513.3k $513.3k 0.49% Added +286 +286
87 Wescott Financial Advisory Group, LLC 0.04% of their portfolio Philadelphia, PA 7,1197.1k $496.3k $496.3k 0.04% Unchanged
88 Strategic Investment Advisors / MI 0.03% of their portfolio FARMINGTON HILLS, MI 6,9156.9k $482.1k $482.1k 0.03% Reduced -430 -430
89 RDA Financial Network 0.12% of their portfolio AKRON, IA 6,8006.8k $474.0k $474.0k 0.12% Unchanged
90 TCTC Holdings, LLC 0.01% of their portfolio DALLAS, TX 6,5476.5k $456.4k $456.4k 0.01% Unchanged
91 MCF Advisors LLC 0.02% of their portfolio LEXINGTON, KY 6,5006.5k $453.1k $453.1k 0.02% Unchanged
92 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,3536.4k $442.9k $442.9k 0.01% Reduced -584 -584
93 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 6,3216.3k $440.7k $440.7k 0.00% Unchanged
94 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 6,2386.2k $434.9k $434.9k 0.03% Added +54 +54
95 Wedmont Private Capital 0.01% of their portfolio WEST CHESTER, PA 6,2236.2k $444.7k $444.7k 0.01% Unchanged
96 Rockwood Wealth Management, LLC 0.03% of their portfolio New Hope, PA 6,0496.0k $421.7k $421.7k 0.03% Unchanged
97 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,9215.9k $412.8k $412.8k 0.00% Added +54 +54
98 Parker Financial LLC 0.16% of their portfolio SILVERDALE, WA 5,9175.9k $412.5k $412.5k 0.16% Reduced -411 -411
99 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,8455.8k $407.5k $407.5k 0.01% Reduced -213 -213
100 EARNED WEALTH ADVISORS, LLC 0.03% of their portfolio WALNUT CREEK, CA 5,8255.8k $406.1k $406.1k 0.03% Unchanged