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Invesco S&P 500 Pure Value ETF

228 hedge funds and large institutions have $1B invested in Invesco S&P 500 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more capital invested

Capital invested by funds: $884M → $1B (+$121M)

10% more funds holding

Funds holding: 207228 (+21)

0.32% more ownership

Funds ownership: 59.71%60.04% (+0.32%)

Holders
228
Holders Change
+21
Holders Change %
+10.14%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
45
Increased
81
Reduced
55
Closed
20
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
CoreCap Advisors
Michigan
$2.36K +$2.39K +22 New
GI
227
GAMMA Investing
California
$2.04K +$2.06K +19 New
NEWAS
228
N.E.W. Advisory Services
Wisconsin
$644
AA
229
Addison Advisors
Vermont
$591
AACR
230
ACR Alpine Capital Research
Missouri
-$36.5M -352,994 Closed
SCM
231
SOL Capital Management
Maryland
-$2.19M -21,144 Closed
Renaissance Technologies
232
Renaissance Technologies
New York
-$1.29M -12,500 Closed
IWN
233
Independent Wealth Network
Iowa
-$652K -6,309 Closed
AIM
234
Advyzon Investment Management
Illinois
-$553K -5,349 Closed
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
-$562K -5,169 Closed
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
-$488K -4,721 Closed
WFAG
237
Worth Financial Advisory Group
North Carolina
-$362K -3,505 Closed
MIFH
238
Migdal Insurance & Financial Holdings
Israel
-$280K -2,710 Closed
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
-$170K -1,644 Closed
TRCT
240
Tower Research Capital (TRC)
New York
-$142K -1,372 Closed
AT
241
Arlington Trust
Alabama
-$54.8K -530 Closed
IIM
242
IFC & Insurance Marketing
California
-$31K -301 Closed
EWA
243
EverSource Wealth Advisors
Alabama
-$31K -300 Closed
LAS
244
Lloyd Advisory Services
Georgia
-$15.8K -153 Closed
GT
245
Glenmede Trust
Pennsylvania
-$15.5K -150 Closed
PA
246
Parallel Advisors
California
-$13.5K -131 Closed
CIA
247
Cape Investment Advisory
Georgia
-$12.7K -123 Closed
SAM
248
Smartleaf Asset Management
Massachusetts
-$11.3K -109 Closed
EPG
249
Estate Planners Group
Pennsylvania
-$8.34K -81 Closed