PWV
Invesco Large Cap Value ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.3% ·
Aktienfluss -1.2% ·
neue Nettopositionen -2.4%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.62M | -0.3% | $240.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.85M | — | $122.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 808.51K | — | $53.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Pnc Financial Services Group, Inc. | 563.13K | — | $37.46M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 5 | Commonwealth Equity Services, Llc | 515.35K | — | $34.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 484.73K | — | $32.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 460.40K | — | $30.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 207.45K | — | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 166.54K | — | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 140.60K | — | $9.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 133.12K | — | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 106.79K | — | $7.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 98.64K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 86.93K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 46.25K | -54.5% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Baird Financial Group, Inc. | 32.25K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 26.96K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 26.81K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 19.60K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 18.61K | +2.0% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citigroup Inc | 16.19K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 15.69K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 15.02K | — | $999,136 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 12.84K | — | $854,009 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Focus Partners Wealth | 11.10K | — | $738,259 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 10.69K | — | $710,777 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 9.85K | — | $655,222 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 9.81K | -71.2% | $652,827 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 8.51K | — | $566,085 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 7.66K | -36.9% | $509,809 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 6.77K | — | $459,074 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 3.96K | — | $263,353 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 3.12K | — | $207,742 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 2.86K | — | $190,181 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 2.15K | — | $143,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passiv) | 2.00K | 0.0% | $133,040 | 0.0% | Held | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 1.72K | — | $114,348 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 850 | — | $56,542 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Allspring Global Investments… | 550 | — | $37,180 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 518 | — | $34,457 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Franklin Resources Inc | 299 | — | $19,889 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 40 | — | $2,661 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Two Sigma Investments | $1.47M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 178 Inhaber, 13.11M Anteile, $909.27M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.