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Invesco S&P 500 Pure Value ETF

200 hedge funds and large institutions have $773M invested in Invesco S&P 500 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
68
Reduced
61
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M 1,398,077 -164,986 -11%
Bank of America
2
Bank of America
North Carolina
$124M 1,317,595 -12,411 -0.9%
Principal Financial Group
3
Principal Financial Group
Iowa
$107M 1,146,183
ACM
4
Armbruster Capital Management
New York
$33.3M 354,834 +15,373 +5%
UBS Group
5
UBS Group
Switzerland
$30.3M 323,106 -61,606 -16%
LPL Financial
6
LPL Financial
California
$29.1M 310,877 +88,058 +40%
SA
7
Strategic Advocates
Utah
$24.7M 263,895 +4,565 +2%
Goldman Sachs
8
Goldman Sachs
New York
$15.7M 167,293 +116,078 +227%
Truist Financial
9
Truist Financial
North Carolina
$14M 149,439 -3,556 -2%
Invesco
10
Invesco
Georgia
$13.8M 147,392 -3,135 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$11.6M 124,054 -1,038 -0.8%
Wells Fargo
12
Wells Fargo
California
$9.75M 103,980 -5,887 -5%
PFM
13
Peak Financial Management
Massachusetts
$9.64M 102,807 -1,075 -1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$9.23M 98,435 -1,896 -2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$9.04M 95,262 -1,854 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.37M 92,725 +26,109 +39%
FDDB
17
Fidelity D&D Bancorp
Pennsylvania
$7.65M 81,618 +11,253 +16%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$7.55M 80,524 +80,498 +309,608%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.05M 75,208 +1,135 +2%
MWM
20
MorganRosel Wealth Management
Colorado
$6.88M 73,345 +68,849 +1,531%
AWA
21
Arkadios Wealth Advisors
Georgia
$6.71M 71,617 -5,012 -7%
RIL
22
Rothschild Investment LLC
Illinois
$6.42M 68,455 -598 -0.9%
Raymond James Financial
23
Raymond James Financial
Florida
$6.31M 67,265 -4,056 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.89M 62,788 -2,047 -3%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5.78M 61,611 +1,190 +2%