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Invesco S&P 500 Pure Value ETF

189 hedge funds and large institutions have $786M invested in Invesco S&P 500 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.58M
GAM
27
Gotham Asset Management
New York
$5.34M
GIA
28
Gladstone Institutional Advisory
Florida
$4.76M
SCM
29
SOL Capital Management
Maryland
$3.9M
WA
30
WP Advisors
California
$3.68M
BWM
31
BigSur Wealth Management
Florida
$3.4M
IWC
32
Integrated Wealth Concepts
Massachusetts
$3.39M
KAS
33
Kestra Advisory Services
Texas
$3.39M
Ameriprise
34
Ameriprise
Minnesota
$2.94M
MA
35
Montag & Associates
Georgia
$2.92M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.42M
SFI
37
SPC Financial Inc
Maryland
$2.41M
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$2.36M
LAM
39
LOM Asset Management
$2.36M
OPWM
40
Oxinas Partners Wealth Management
Indiana
$2.18M
SOS
41
Silver Oak Securities
Tennessee
$2.18M
JP Morgan Chase
42
JP Morgan Chase
New York
$2.17M
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$1.99M
BCG
44
Breakwater Capital Group
New Jersey
$1.87M
Renaissance Technologies
45
Renaissance Technologies
New York
$1.78M
CCM
46
Condor Capital Management
New Jersey
$1.77M
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.75M
LSA
48
Lansing Street Advisors
Pennsylvania
$1.64M
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$1.64M
GVCM
50
Global View Capital Management
Wisconsin
$1.52M