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Disclosery

PWV INVESCO EXCHANGE TRADED FD T

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LARGE CAP VALUE (fund)

160 managers (161 13F filers) reported a position in PWV shares at 2025-03-31, 11,536,528 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
160
13F filers
161
New
14
Added
50
Reduced
41
Sold out
10
Shares held by filers
11,536,528

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,733,246$222M0.02%+64,90813F-HRTimelineGroup
LPL Financial LLC1,220,382$72.6M0.03%+168,35113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/640,036$38.1M<0.01%+11,65413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…539,264$32.1M0.02%-4,51413F-HRTimelineGroup
UBS Group AGin group UBS Group AG498,923$29.7M0.01%-3,47113F-HRTimelineGroup
Atlas Private Wealth Advisors456,583$27.2M3.79%+179,28113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC448,817$26.7M0.04%+14,38513F-HRTimeline
IAG Wealth Partners, LLC290,032$17.3M2.68%+6,69413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC262,270$15.6M0.01%+3,97813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC186,248$11.1M<0.01%+1,29013F-HRTimelineGroup
Wharton Business Group, LLC179,107$10.7M0.48%+2,33513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN155,909$9.28M<0.01%+8,52313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.149,542$8.9M0.12%+3,94813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,835$8.8M<0.01%-44713F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…146,547$8.72M0.02%-44813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding144,737$8.61M-7,331Timeline
Regal Investment Advisors LLC129,153$7.69M0.62%+6,54013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,363$6.99M0.02%+9,19613F-HRTimelineGroup
Arkadios Wealth Advisors112,502$6.69M0.25%-5,18113F-HRTimeline
Ullmann Wealth Partners Group, LLC110,247$6.56M0.87%-9,37613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS110,024$6.55M0.02%-49013F-HRTimeline
Stonebridge Financial Group, LLC108,391$6.45M0.69%-77913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,038$6.25M0.06%+20,75513F-HRTimelineGroup
Good Life Advisors, LLC77,440$4.61M0.32%+12,76413F-HRTimeline
Mill Creek Capital Advisors, LLC69,013$4.11M0.1%013F-HRTimeline
Cambridge Investment Research Advisors,…58,178$3.46M0.01%-7,40213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,122$3.46M<0.01%new13F-HRTimelineGroup
Horizon Family Wealth, Inc.51,299$3.05M2.04%+34913F-HRTimeline
Cooksen Wealth, LLC52,311$2.96M3.01%013F-HRTimeline
AGH Wealth Advisors, LLC45,937$2.73M2.64%+71413F-HRTimeline
Main Street Financial Solutions, LLC39,422$2.35M0.2%013F-HRTimeline
Cetera Investment Advisers36,944$2.2M<0.01%+17513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,926$2.2M<0.01%-33613F-HRTimelineGroup
Parallel Advisors, LLC35,150$2.09M0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,249$1.98M0.06%+14313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,745$1.77M<0.01%+5,05913F-HRTimelineGroup
Prosperity Consulting Group, LLC26,498$1.58M0.12%013F-HRTimeline
Evolution Advisers, Inc.24,300$1.45M0.76%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,091$1.44M0.06%+23313F-HRTimelineGroup
WILLNER & HELLER, LLC23,972$1.43M1.32%-1,05113F-HRTimeline
Philip James Wealth Mangement, LLC23,662$1.41M0.17%-1,18213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,537$1.34M<0.01%-3,77113F-HRTimelineGroup
Maia Wealth LLC23,644$1.3M0.3%+22213F-HRTimeline
JNBA Financial Advisors21,265$1.27M0.13%-4,11313F-HRTimeline
MML INVESTORS SERVICES, LLC20,977$1.25M<0.01%+66113F-HRTimeline
Geneos Wealth Management Inc.20,201$1.2M0.02%+13,27313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,000$1.19M<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV19,057$1.13M<0.01%+20713F-HRTimeline
FMR LLCin group FMR LLC18,885$1.12M<0.01%+9,48013F-HRTimelineGroup
Waverly Advisors, LLC18,548$1.1M0.01%+2613F-HRTimeline
Mariner, LLCin group Mariner, LLC18,524$1.1M<0.01%+40013F-HRTimelineGroup
Private Advisor Group, LLC18,218$1.08M0.01%+21013F-HRTimeline
Evercore Wealth Management, LLC17,782$1.06M0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,932$1.01M<0.01%-3,78513F-HRTimelineGroup
COMERICA BANK16,666$992K<0.01%+12913F-HRTimeline
Western Wealth Management, LLC16,418$977K0.06%+16913F-HRTimeline
CPC Advisors, LLC16,368$974K0.13%-1,65513F-HRTimeline
HighTower Advisors, LLC16,291$969K<0.01%-68913F-HRTimeline
FIDUCIENT ADVISORS LLC15,465$920K0.12%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT14,937$889K0.08%-2,83913F-HRTimeline
Institute for Wealth Management, LLC.14,613$870K0.11%+213F-HRTimeline
Paragon Private Wealth Management, LLC14,265$849K0.39%013F-HRTimeline
MSH Capital Advisors LLC13,557$807K0.25%-4,50013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC13,447$800K0.45%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,148$723K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,776$701K<0.01%+54913F-HRTimelineGroup
Wealthspire Retirement, LLC11,315$673K0.05%-67513F-HRTimeline
Cornerstone Wealth Management, LLC10,755$640K0.04%013F-HRTimeline
Retirement Investment Advisors, Inc.10,401$619K0.06%-10113F-HRTimeline
Armbruster Capital Management, Inc.10,117$602K0.12%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,808$584K0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,784$582K0.01%-21913F-HRTimelineGroup
Creative Planningin group Creative Planning9,760$581K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC9,479$564K<0.01%-89813F-HRTimeline
SimpliFi, Inc.8,939$532K0.24%+6113F-HRTimeline
Bedel Financial Consulting, Inc.8,832$509K0.07%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,310$495K0.21%+5413F-HRTimeline
Strategic Investment Advisors / MI8,130$484K0.05%-78113F-HRTimeline
Clearstead Advisors, LLC8,119$483K0.01%+1413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,047$479K<0.01%013F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,737$460K<0.01%new13F-HRTimelineGroup
Parker Financial LLC7,669$456K0.22%-2,83113F-HRTimeline
Prospera Financial Services Inc7,594$452K0.01%-4613F-HRTimeline
Wescott Financial Advisory Group, LLC7,119$424K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,110$423K<0.01%-32713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,797$404K<0.01%-2,44613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,684$398K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC6,673$397K0.05%-39513F-HRTimeline
Atria Wealth Solutions, Inc.6,611$393K<0.01%-49313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,547$390K0.01%013F-HRTimelineGroup
MCF Advisors LLC6,500$387K0.03%013F-HRTimeline
RDA Financial Network6,350$378K0.11%013F-HRTimeline
Rockwood Wealth Management, LLC6,049$360K0.04%-3,35413F-HRTimeline
Wedmont Private Capital6,223$339K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,680$338K0.01%new13F-HRTimeline
GREENLEAF TRUST5,388$321K<0.01%013F-HRTimeline
Financial Perspectives, Inc5,386$321K0.11%+213F-HRTimeline
True Wealth Design, LLC5,206$310K0.12%013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,938$294K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC4,840$288K<0.01%new13F-HRTimeline
Solutions 4 Wealth, Ltd4,629$275K0.49%+16713F-HRTimeline
WESBANCO BANK INC4,569$272K0.01%013F-HRTimeline
Alpha Cubed Investments, LLC4,533$270K0.01%+113F-HRTimeline
Goldstein Advisors, LLC4,460$265K0.04%+4613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,397$262K<0.01%-21513F-HRTimelineGroup
SeaCrest Wealth Management, LLC4,364$260K0.03%+413F-HRTimeline
IVC Wealth Advisors LLC4,290$255K0.14%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC4,123$245K0.12%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,119$245K<0.01%013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC3,871$230K0.01%-4113F-HRTimeline
Farther Finance Advisors, LLC3,806$226K0.01%013F-HRTimeline
Betterment LLC3,740$223K<0.01%-92013F-HRTimeline
MRA Advisory Group3,655$218K0.12%013F-HRTimeline
Garden State Investment Advisory Servic…3,616$215K0.07%+1013F-HRTimeline
NESTEGG ADVISORS, INC.3,604$214K0.23%+2513F-HRTimeline
Mason & Associates Inc3,460$206K0.05%new13F-HRTimeline
EP Wealth Advisors, LLC3,155$188K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,123$186K<0.01%-28613F-HRTimelineGroup
Key Financial Inc2,785$166K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC2,380$142K<0.01%+1713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,000$119K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,013$118K<0.01%+1,24513F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,908$114K<0.01%+6013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,814$108K<0.01%013F-HRTimelineGroup
EASTERN BANK1,710$102K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,536$91.4K<0.01%-9513F-HRTimeline
BLAIR WILLIAM & CO/IL1,350$80.3K<0.01%013F-HRTimeline
MAI Capital Management1,338$79.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,295$77.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,192$70.9K<0.01%+1,17813F-HRTimeline
Cordgrass Capital Advisors, LLC1,175$69.9K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,080$64.3K<0.01%-2,42513F-HRTimelineGroup
PRIVATE TRUST CO NA901$53.6K0.01%+36913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…781$46.3K0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp695$41.4K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC680$40.4K0.03%+513F-HRTimeline
Capital Investment Advisory Services, L…670$39.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$38K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC553$32.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…518$30.8K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC517$30.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC516$30.3K<0.01%013F-HRTimeline
Bellwether Advisors, LLC427$25.4K0.01%+313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC413$24.6K<0.01%-10013F-HRTimelineGroup
Ridgewood Investments LLC350$20.8K0.01%013F-HRTimeline
Noble Wealth Management PBC350$20.8K0.01%-3413F-HRTimeline
NBZ Investment Advisors LLC335$19.9K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…320$19K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management326$19K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources299$17.8K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC292$17.4K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC229$13.6K<0.01%013F-HRTimeline
IFP Advisors, Inc200$11.9K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC181$10.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC120$7.14K<0.01%013F-HRTimeline
McIlrath & Eck, LLC100$5.95K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.58$3.45K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$2.62K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd40$2.38K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.