INVESCO LARGE

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PWV·46137V738·US·ETF·Unknown - Unknown

PWV (INVESCO LARGE) is held by 60 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($246.2M), LPL Financial LLC ($142.2M), BANK OF AMERICA CORP /DE/ ($57.2M). Net institutional sentiment: Mixed.

60

Holders

Avg rating(16 Elite)

$710.3M

Total Value

52% (62)

Fund Consensus

24 buying - 22 selling

Smart Money Verdict

View all

60Mixed MomentumSingle Source

Institutional (13F)60

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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Holder Quality

16

★★★★★

Elite

22

★★★★

Strong

16

★★★

Solid

8

★★

Below

0

★

Weak

Held by 60 funds

16 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (60)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	3.5M(-2.3%)	$246.2M	0.0%	+36.39%	0
LPL Financial LLC	Increased	2M(+10.5%)	$142.2M	0.0%	+40.83%	33
BANK OF AMERICA CORP /DE/	Increased	821,082(+1.6%)	$57.2M	0.0%	+28.13%	30
RAYMOND JAMES FINANCIAL INC	Increased	539,979(+17.3%)	$37.6M	0.0%	+18.64%	34
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	519,784(-7.7%)	$36.2M	0.0%	+80.40%	0
UBS Group AG	Decreased	465,081(-4.0%)	$32.4M	0.0%	+132.74%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	337,390(-34.5%)	$23.5M	0.0%	+41.09%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	203,823(-1.8%)	$14.2M	0.0%	+51.96%	0
Kestra Advisory Services, LLC	Increased	167,056(+11.6%)	$11.6M	0.0%	+52.57%	31
CULLEN/FROST BANKERS, INC.	Increased	163,570(+4.1%)	$11.4M	0.1%	+103.64%	35
WELLS FARGO & COMPANY/MN	Decreased	162,155(-2.6%)	$11.3M	0.0%	+50.42%	0
ROYAL BANK OF CANADA	Decreased	131,766(-6.3%)	$9.2M	0.0%	+31.82%	0
Rockefeller Capital Management L.P.	Decreased	126,010(-5.3%)	$8.8M	0.0%	+40.92%	0
OSAIC HOLDINGS, INC.	Increased	113,360(+6.2%)	$7.9M	0.0%	+41.95%	29
CAPTRUST FINANCIAL ADVISORS	Increased	103,755(+5.2%)	$7.2M	0.0%	+67.88%	29
Equitable Holdings, Inc.	Increased	107,076(+1.2%)	$7.1M	0.0%	+74.62%	28
Private Advisor Group, LLC	Increased	94,973(+26.3%)	$6.6M	0.0%	+19.72%	34
Cetera Investment Advisers	Decreased	85,514(-1.6%)	$6M	0.0%	+27.61%	0
Farther Finance Advisors, LLC	Increased	49,943(+14.6%)	$3.5M	0.0%	+10.01%	30
JPMORGAN CHASE & CO	Increased	46,463(+0.5%)	$3.2M	0.0%	+24.90%	26

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer