PWV
Invesco Large Cap Value ETF · Financial Services · Asset Management
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.3% ·
поток акций +5.0% ·
новые чистые позиции +4.5%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.69M | +4.6% | $279.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.27M | +11.3% | $172.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 827.80K | +0.8% | $62.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 564.59K | +4.6% | $42.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Pnc Financial Services Group, Inc. | 492.62K | -5.2% | $37.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | UBS Group AG | 448.41K | -3.6% | $33.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 287.18K | -14.9% | $21.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 196.17K | -3.8% | $14.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 163.53K | +44.3% | $12.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 159.56K | -1.6% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 128.29K | -2.6% | $9.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 127.08K | +0.8% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 102.60K | -1.1% | $7.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 86.59K | +1.3% | $6.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 48.84K | +5.1% | $3.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 16 | Citigroup Inc | 41.83K | +59.9% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 39.10K | Новый | $2.96M | 0.0% | New | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 35.52K | +90.8% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 33.13K | +75.0% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 31.74K | 0.0% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 28.58K | +12.1% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 26.02K | +1.4% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 21.63K | +10.2% | $1.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Creative Planning | 18.52K | +73.3% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 18.08K | -0.7% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 14.41K | +1.2% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | AQR Capital Management ✦ | 14.22K | 0.0% | $1.08M | 0.0% | Held | 6 | SEC ↗ |
| 28 | Fifth Third Bancorp | 13.16K | -0.7% | $997,314 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 11.20K | -1.0% | $848,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 10.91K | -1.2% | $826,824 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Citadel Advisors ✦ | 10.38K | Новый | $786,493 | 0.0% | New | 1 | SEC ↗ |
| 32 | BlackRock ✦ (пассивный) | 8.07K | +303.6% | $611,540 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 7.83K | -63.9% | $593,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Truist Financial Corp | 5.08K | 0.0% | $385,063 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 3.97K | +0.2% | $301,092 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Marshall Wace ✦ | 3.89K | Новый | $294,972 | 0.0% | New | 1 | SEC ↗ ×2 |
| 37 | Wealth Enhancement Advisory… | 3.71K | +4.4% | $289,271 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 2.69K | 0.0% | $203,821 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 2.66K | -6.9% | $201,776 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 2.27K | -43.6% | $171,922 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Allspring Global Investments… | 1.15K | +109.1% | $88,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 850 | 0.0% | $64,405 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Franklin Resources Inc | 299 | 0.0% | $22,655 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 67 | +318.8% | $5,077 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Two Sigma Investments | $2.96M | 0.0% |
| Citadel Advisors | $786,493 | 0.0% |
| Marshall Wace | $294,972 | 0.0% |
Закрыто
| HighTower Advisors, LLC | $1.09M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 178 держатели, 13.11M акции, $909.27M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.